A specialist unit of
Roes Advisory

Practical knowledge for PE professionals.

Short, focused articles on the real-world challenges of managing MIPs — written from hands-on experience with PE-backed businesses across Europe and the UK.

Foundations · Article 1
What is a management incentive plan — and how does it actually work?

A plain-English guide to MIPs in private equity — how they work, how value is created for participants, and what every management team member should understand before signing.

Coming next week Aaron Roes · 8 min read
Foundations · Article 2
MIP vs MEP: is there a difference, and does it matter?

The terms are often used interchangeably — but there is a subtle distinction worth understanding, particularly when structuring a cross-border programme.

Coming soon Aaron Roes
Foundations · Article 3
How do you size and structure a MIP? The key decisions every fund needs to make

Percentage of the equity pool, vesting schedules, performance hurdles — the design decisions that determine whether a MIP actually motivates management.

In this series Aaron Roes
Entry · Article 4
The documentation you need to set up a MIP correctly

Commitment letters, subscription agreements, term sheets — what needs to be in place before the first participant is onboarded, and who is responsible for each document.

In this series Aaron Roes
Entry · Article 5
Participant onboarding: what goes wrong, and how to prevent it

The most common onboarding failures — missing signatures, incorrect entry valuations, incomplete data — and the process that prevents them.

In this series Aaron Roes
Entry · Article 6
The three most expensive MIP administration mistakes — and how to avoid them

After working across dozens of PE-backed programmes, the same errors come up time and again. None of them are complicated. All of them are avoidable.

In this series Aaron Roes
Hold · Article 7
Who actually owns the MIP? Fund, CFO, or counsel?

Everyone has a piece of the responsibility — but nobody has the whole picture. The ownership gap that causes most MIP administration problems.

In this series Aaron Roes
Hold · Article 8
Good leaver, bad leaver — and everything in between

The leaver provisions in most MIP agreements are clear in theory. In practice, the edge cases — illness, restructuring, partial exits — are rarely covered well.

In this series Aaron Roes
Hold · Article 9
Spreadsheets and MIPs: when it works, and when it really doesn't

Most programmes start in Excel. We look at where spreadsheets are genuinely fine, and where the risk of staying in them starts to outweigh the cost of moving.

In this series Aaron Roes
Hold · Article 10
What happens to your MIP when you do an add-on acquisition?

In a buy-and-build strategy, every acquisition raises the same question: do the incoming management team members participate in the existing MIP — and on what terms?

In this series Aaron Roes
Hold · Article 11
How do you keep a MIP current during a five-year buy-and-build?

Multiple acquisitions, a growing management team, changing structures — the discipline required to keep a MIP accurate over a long and active holding period.

In this series Aaron Roes
Exit · Article 12
Why most MIPs aren't ready for exit — and what to do about it

The moment a sale process starts is the worst time to discover that your MIP documentation is incomplete. The five most common exit-readiness failures.

In this series Aaron Roes
Exit · Article 13
How does a MIP waterfall work — and what determines the outcome for participants?

How proceeds flow from enterprise value to individual participant — and the assumptions, thresholds, and structures that determine each person's net outcome.

In this series Aaron Roes
Exit · Article 14
Cross-border MIPs at exit: the jurisdiction problems you want to avoid

In a European portfolio, exit means coordinating tax treatment across multiple jurisdictions simultaneously. The problems that arise, and how to prepare for them.

In this series Aaron Roes
Advanced · Article 15
MIPs in secondary transactions: what changes when the fund changes hands?

A secondary buyout raises unique questions for the management team: does the MIP continue, reset, or convert? What happens to vesting, valuations, and existing commitments?

In this series Aaron Roes
Advanced · Article 16
Management equity and tax: what every CFO needs to know

The tax treatment of MIP proceeds varies significantly across jurisdictions and structures. The key questions every CFO should be asking — and when to involve a specialist.

In this series Aaron Roes

These articles are also published on LinkedIn. Follow MIP Desk to get new insights as they are published.

Follow on LinkedIn →

Ready to streamline your next MIP rollout?

Address
Weerdestein 97
1083 GG Amsterdam
The Netherlands
Email
Phone
For M&A and other advisory enquiries, visit Roes Advisory ↗

We typically respond within one business day.