Solium

Solium
Company type	Private
Traded as	TSX: SUM - Former Symbol
Industry	Financial services, Software
Founded	1999
Fate	Acquired by Morgan Stanley
Headquarters	Calgary, Canada
Area served	Worldwide
Key people	Marcos Lopez (CEO)
Products	Shareworks Equity Administration; Financial Reporting; ; Participant Experience; ; Forms Filing; ; Global Intelligence; ; Cap Table; ; Scenarios; ; Mobile App; ; 409A Valuations; ;
Revenue	US$108.3 million (2018)
Number of employees	781
Website	www.shareworks.com

Solium Capital, now known as Shareworks by Morgan Stanley, is a subscription-software (SaaS) company headquartered in Calgary, Alberta, Canada.^[1] It is best known for Shareworks, software used by public and private companies to manage their employee stock options and/or cap tables. It also does 409A valuations (see Internal Revenue Code section 409A). The company has ~3,000 clients^[2] and has offices in Canada, the United States, the UK, Europe and Australia.^[3]^[4] Morgan Stanley announced a definitive agreement to acquire Solium in February 2019^[5] for approximately CAD$1.1 billion (US$900 million), a 40% premium over the recent trading price.^[6]

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^ "2016 Solium Annual Report" (PDF). Solium. Retrieved October 18, 2017.
^ "Solium Capital is a buy, says Canaccord Genuity". Cantech Letter. 2017-05-30. Retrieved 2018-02-02.
^ The Canadian Press, "Morgan Stanley buying Calgary-based Solium Capital for $1.1 billion" (Can$), Calgary Herald, February 11, 2019. Retrieved 2019-02-11.
^ Hoffman, Liz, "Morgan Stanley, in Biggest Deal Since Crisis, Courts Future Millionaires" (subscription required), Wall Street Journal, February 11, 2019. Retrieved 2019-02-11.