Mergers & Acquisitions
AltShare offers a wide range of Merger & Acquisition services.
Paying Agent Service – Your dedicated AltShare account manager handles transactions quickly and seamlessly, including establishing a designated bank account, collecting and processing required documentation (including LOT’s and regulatory documents), remitting, reporting tax withholding, and managing distribution of transaction payments to both Israeli or foreign participants.
Escrow Agent Service – AltShare specializes in creating tailormade escrow solutions for any situation, helping minimize risks for each party. As an objective third party escrow agent in both M&A and secondary transactions, AltShare ensures that obligations which cannot be executed immediately upon closing the sale agreement are met. We hold deferred payments until all warranties and representations are found true and accurate and no warranty claims are submitted.
Tax Withholding Agent Service - When Israeli tax matters arise in a multinational transaction, AltShare provides valuable insights from an Israeli tax withholding perspective. We assist with calculation of taxes due in Israel, review of tax withholding certificates obtained from the ITA, deduction of Israeli tax and issuance of formal approvals (856).
Incentive Plan Administration
- serve as administrator and trustee for employee
- include management of incentive plan database
- preparation of personal grant letters
One-Click 409A Valuations
- one-hour completion of 409A valuation analysis
Cap Table Management
- redefines the way VCs and startups manage their cap tables
- planning financing rounds
- saving time and money from seed to M&A or IPO
Waterfall and Scenarios
- enables simpler and faster modeling of multiple scenarios
- analyze and understand how different scenarios
- enables simple and streamlined calculation of expenses for financial reporting
102 Trust Services
- 102 trustee for equity-based compensation plans for employees
Corporate Restructuring and Tax Trust Services
- including corporate inversion, spinoffs, complex reorganizations and more
IPO and 15C Lockups
- oversee and ensure the implementation of restriction and lock-up rules for new or existing shareholders
Escrow Agent Services
- serves as an objective third party escrow agent
- valuate companies in just minutes, from seed to post-IPO
- one-stop business valuation solution
- performs valuations based on multiples of comparable companies in all industries