Stock and Options Solutions

Stock and Options Solutions, based in the US, specializes in equity plan administration, providing tailored services for stock compensation management and compliance support to a diverse clientele including major corporations. Founded in 1999 and headquartered in Franklin, US, Stock and Options Solutions focuses on equity plan administration. The firm has successfully completed 1 deal, with the most recent deal occurring on January 21, 2026. The company was founded by a team with expertise in stock compensation, though specific names of the founders are not provided.

Stock & Option Solutions specializes in equity plan administration, offering a comprehensive suite of services designed to assist companies in managing and scaling their stock compensation programs. Their core services encompass hands-on administration, compliance support, and operational expertise to ensure that equity programs operate smoothly in complex regulatory environments. Targeting a diverse clientele that includes notable companies such as Sketchers USA, Levi Strauss & Co. , and Uber, Stock & Option Solutions provides tailored solutions that enhance the efficiency of equity compensation processes.

The firm primarily serves clients in the United States, but their services are adaptable to international entities, allowing for a wider reach in global equity operations. With a reputation for fast responses and high levels of customer service, they address the unique needs of each client, ensuring that both employers and employees can benefit from effective equity management. Stock & Option Solutions generates revenue through a model that primarily involves B2B transactions, providing outsourced administration and professional services to companies managing equity programs. Their offerings include a combination of subscription-based services, which provide ongoing support and compliance management, as well as project-based engagements for specific equity initiatives.

The revenue structure involves arrangements where clients pay for the support of equity compensation calculations, tax reporting, and regulatory compliance. The explicit pricing plans reflect the complexity of each client’s needs, emphasizing their commitment to customized solutions. The company’s standing within the industry is highlighted by its inclusion in the Inc. 5000 List of Fastest Growing Private Companies, suggesting a strong client retention and acquisition strategy that contributes positively to its revenue generation.

In January 2026, Evli, a portfolio company of Bregal Milestone, agreed to acquire Stock and Options Solutions, although financial terms were not disclosed. The rationale behind the acquisition focuses on enhancing Evli's business development initiatives. This acquisition is expected to support future growth strategies, including the potential expansion of their services into new markets and regions, although specific markets or timelines have not been detailed.