Whether you’re undertaking a capital raising, merger, scheme of arrangement or share restructure, planning ahead can make a significant difference to how smoothly your corporate action runs.
Corporate activity is increasing, particularly across capital raisings, which can put pressure on transaction timelines. With multiple advisers, stakeholders and deadlines to manage, getting started early gives you more time to prepare, address potential issues and keep everything on track.
Why Early Engagement Matters
Corporate actions involve a range of requirements, including shareholder communications, documentation, banking arrangements and technology. These all need to be ready at the right time, often within a tight timeframe.
Starting the planning process early gives you more time to work through requirements and identify anything that could cause delays.
By engaging with BoardRoom’s Corporate Actions team early, we can help you understand what is required, set realistic timelines and coordinate the key activities involved in your transaction.
This is particularly important for:
- Initial Public Offerings (IPOs)
- Share Purchase Plans (SPPs)
- Rights Issues and Placements
- Mergers and Acquisitions
- Schemes of Arrangement
- Capital Returns and Distributions
- Share Consolidations and Splits
Managing the Process
Corporate actions often involve several stakeholders, advisers and regulatory requirements. Keeping everyone aligned and working to the same timeline is important to keeping the transaction on track.
From initial planning through to completion, our Corporate Actions team can support the key operational and shareholder requirements of your transaction, including:
- Transaction planning and structuring
- Project coordination and timetable management
- Documentation review and preparation
- Shareholder communications
- Transaction website and digital platform setup
- Banking and funds management arrangements
Some arrangements can take longer to put in place than others. For example, setting up specialised banking arrangements can take several weeks. Identifying these requirements early can help avoid delays later in the process.
Keeping Shareholders Informed
Clear and timely communication is an important part of any corporate action. Shareholders need to understand what is happening, what it means for them and whether they need to take any action.
Using up-to-date shareholder information from our registry platform, we can help organisations communicate with shareholders at key stages of the transaction. This can include targeted communications to help ensure shareholders receive relevant information when they need it.
Protecting Confidential Information
Corporate actions often involve confidential and market-sensitive information. Keeping this information secure throughout the planning and execution process is important to protecting your organisation, its stakeholders and the transaction itself.
Putting the right processes in place from the beginning can help ensure sensitive information is handled appropriately throughout the transaction.
Start Planning Early
Every corporate action is different, and the requirements will depend on the type and complexity of the transaction. However, starting early can give you more time to prepare, address potential issues and work towards key deadlines.
Whether you’re still considering a transaction or have already started discussions with your advisers, our Corporate Actions team can help you understand what is involved, what needs to be prepared and how long different stages may take.
Need support with an upcoming corporate action? Contact BoardRoom’s Corporate Actions team to discuss your requirements and how we can support you.
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