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

Accounting Standards for ESOPs: What Companies Need to Know

Accounting Standards for ESOPs: What Companies Need to Know

This FAQ addresses the key accounting issues Transcend Capital has a strong track record in structuring ESOPs that integrate employee value, BEE compliance, tax efficiency, and accounting integrity. In South Africa, ESOPs require careful consideration of IFRS 2, IFRS...

10 Compelling Reasons for Employee Ownership

10 Compelling Reasons for Employee Ownership

Employee Share Ownership Plans (ESOPs) are a powerful tool to address some common business challenges. Having advised on a multitude of ESOPs across various industries, we have seen a number of benefits shine through. These include: 1. Companies attract better quality...

Understanding BEE Ownership: Your Top Questions Answered

Understanding BEE Ownership: Your Top Questions Answered

Transcend Capital’s client base mostly consists of multinationals operating in or entering South Africa. Many are familiar with Broad-based Black Economic Empowerment (B-BBEE) however I frequently get asked questions, mostly about B-BBEE ownership: What is B-BBEE and...