Our advisory helps companies manage the complex parts of ownership — across shareholder equity, employee equity, and equity-related transactions.
We work with founders, boards, and CFOs to design and maintain accurate cap tables, implement and manage ESOPs, and support transactions such as capital raises, secondary sales, and M&A.
Our focus is practical and strategic — combining legal understanding with operational experience to ensure every equity decision is structured, compliant, and ready for scrutiny.
Key
services
ESOP Architect
Design and rollout of employee share and option plans — from plan structure and documentation through to approvals, implementation, and rollout strategies aligned with company goals.
Transaction Support
Strategic, administrative, and legal support for capital raises, secondary sales, M&A, and shareholder meetings.
Engagements can range from full legal involvement to focused administrative support, ensuring all equity documentation, structures, and approvals are accurate and compliant.
Additional services
Data Cleansing
and Health Checks
Review and reconcile cap tables, registers, and ESOP data to identify and correct inaccuracies. Provide clear recommendations to prepare for due diligence or new funding rounds.
Cap Table and
Registry Support
Assist with maintaining and interpreting shareholder and option registers, ensuring alignment between internal records, ASIC filings, and governance documents.
ESOP
Support
Provide expert operational assistance with offer documentation, vesting, exercises, and related board or shareholder approvals.
ESOP
Education
Translate complex plan documents into clear, accessible materials for employees, supported by training sessions or digital content.
Governance
and Legal Oversight
Advise on company constitutions, shareholder agreements, and board resolutions where human expertise and judgment are required.
