Management equity support for businesses and individuals

Specialist equity support for portfolio companies throughout the private equity investment cycle.

Specialist, project-based management equity support

For Businesses
For Individuals

Supporting the private equity investment lifecycle

Helping portfolio companies turn complex equity arrangements into clear processes, practical documentation and straightforward guidance for management, employees and internal teams.

Turning the legal framework into a practical way of working

Once a private equity investment has completed, the legal documents establish the structure of the management and employee equity arrangements.

The business then needs to understand how those arrangements will operate in practice.

The Equity Hub helps translate the Articles, investment documents and agreed terms into clear processes, responsibilities, guidance and working documents that can be used by employees, management teams and internal stakeholders.

We support businesses in establishing a practical framework for the ongoing operation of their equity arrangements throughout the investment lifecycle.

How we support

We help businesses:

  • understand and apply the equity structure;

  • translate Articles and investment documents into clear internal and employee guidance;

  • establish processes for management and employee share participation;

  • create frameworks for allocations, awards and further investment;

  • manage leaver categorisation, buybacks and transfers;

  • establish governance, approvals and responsibilities;

  • support the equity arrangements through to exit.

Practical in-house support

The Equity Hub provides specialist, project-based support tailored to the business’s structure and requirements.

The Equity Hub provides practical implementation and ongoing support and does not provide legal, tax, financial or investment advice.

Make a Business Enquiry

Frequently Asked Questions

  • The Equity Hub provides specialist, project-based support for private equity-backed businesses, helping translate agreed equity arrangements into clear processes, responsibilities, guidance and working documents that can be used throughout the investment lifecycle.

    For individuals, The Equity Hub provides practical support with organising, reviewing and reconstructing private company and employee equity records, helping bring clarity to complex or historic shareholdings.

  • Support can be provided once the private equity investment and equity framework are in place, through ongoing participation, allocations, leavers, transfers, buybacks and preparations for exit.

  • No. The Equity Hub provides practical equity support and does not provide legal, tax, financial, valuation or investment advice.

    Where specialist advice is required, businesses and individuals should obtain this from their existing professional advisers.

  • Each engagement is agreed in advance and scoped around the client’s specific requirements.

    For businesses, support may focus on one defined process or a broader project covering several areas of the equity arrangements.

    For individuals, support is tailored to the scope and complexity of the records requiring review or reconstruction.

  • Support is primarily provided through clearly defined projects or individual workstreams. Further support can be agreed as new requirements arise.

    The Equity Hub does not provide fully outsourced day-to-day share plan administration.

  • Client work is managed through a dedicated secure client portal, providing secure document upload, in-portal messaging and access to completed records.

    The portal uses encryption in transit and at rest, multi-factor authentication and controlled access permissions.