Planmosaic’s outsourcing clients are expected to be transferred into SOS by quarter end. This merger is expected to produce cost and operational efficiencies, allow for a synergistic combination of the equity compensation expertise of the two firms, and immediately provide superior service levels to the existing customer base.
“We are very excited about this merger as it’s a way for SOS to grow our stock plan outsourcing business while expanding our employee and customer base on the East Coast,” said Henley Hom, Managing Principal. “Planmosaic clients will have access to our equity plan experts, diverse technology products, and support from our outsourcing administration team. Both firms got where we are today by putting our customers first.”
SOS is a leading provider of stock plan administration, management and equity consulting services for companies offering equity compensation and benefit programs to its employees. Since 1999, hundreds of organizations, from private startups to Fortune 500 companies, have relied on Stock & Option Solutions’ expertise for strategic planning, methodologies and skilled resources to build and support the most effective stock administration programs possible. SOS offers its services through its three divisions: People & Staffing Solutions, Projects & Consulting Solutions, and Outsourcing & Total Administration Solutions.
For more information about Stock & Option Solutions, please visit www.sos-team.com or call 408-979-8700.




