JSE ESOP & BEE Ownership Advisory

Transcend Capital specializes in implementing Employee Share Ownership Plans (ESOPs) and provides guidance on the technical and practical implications of Black Economic Empowerment (BEE) Ownership for JSE-listed companies.

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Our JSE-listed Clients

ESOP & BEE Ownership Advisory

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ESOPs and Management Incentives

Design and implementation of Employee Share Ownership Plans (ESOPs) and management incentive schemes.
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BEE Ownership Advisory

Assessing and optimising current and future BEE ownership outcomes – often related to changes in shareholding such as the exit of a BEE party.
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Competition Commission and Public Interest

Navigating Competition Commission requirements and public interest considerations for significant transactions.
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M&A BEE Ownership Advisory and Support

Evaluating BEE ownership outcomes pre- and post-transaction, conducting buy-side BEE due diligence, and advising on new transaction structures to satisfy BEE and buyer requirements.

Why Leading Listed Companies Choose Us

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ESOP Expertise

With over 15 years of experience, we are recognised experts in the field of Employee Ownership. We have successfully implemented ESOPs and management share schemes for prestigious companies such as Anglo American, De Beers, ARM, WBHO, Bell Equipment, and Pepsi.

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Alignment with Business Objectives

As a boutique corporate finance firm, we align your BEE strategy with your key business objectives to ensure seamless integration and success.

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BEE Ownership Advisory Experience

Our deep experience in BEE ownership advisory allows us to navigate complex structures effectively and develop robust BEE ownership strategies.

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Strategic Collaborations

Our close collaborations with South Africa’s leading law firms uniquely position us to assist with Competition Commission public interest submissions, particularly related to ESOPs.

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Agile Implementation

Being hands-on, responsive and agile, we ensure stakeholder alignment and drive transaction implementation.

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Let’s set up a call to discuss how we can help you.

Insights

SA competition authorities’ role in promoting employee ownership

SA competition authorities’ role in promoting employee ownership

Published in Bizcommunity - read here.  In recent times, worker ownership has emerged as a key element of South Africa’s transformation agenda. Increased worker ownership provides the opportunity to tackle South Africa’s deep-seated inequality in a way that can...

10 things to consider before implementing ESOPs in South Africa

10 things to consider before implementing ESOPs in South Africa

Comprehensive ESOP planning is crucial in order to achieve sustainable ESOP success. Before implementing an ESOP it is important to consider various factors including what your objectives are; the optimal ESOP benefit and funding structure; B-BBEE compliance; tax...

Black private equity funds – Assessing substance over form

Black private equity funds – Assessing substance over form

Published in Accountancy South Africa  - read here. The Role of Private Equity in B-BBEE Transformation Private equity (PE) funds have long played a pivotal role in driving transformation, particularly through their structured investment approaches. In contrast,...