Success Story Carried Interest Plan Design and Governance Building a be,er Private Capital Marketplace SteelBridge Consul0ng James M. Haluszczak Managing Partner o: +1 646.737.7960 m: +1 302.438.5400 e: jhaluszczak@steelbridgeconsulJng.com Todd G. Haring Partner o: +1 646.737.7960 m: +1 215.704.4838 e: tharing@steelbridgeconsulJng.com Contact Us Project Approach Client Challenge SteelBridge Impact • Implemented a single plaMorm to organize the plans, their terms, and their parJcipants to industry standard • Removed unnecessary plan terms and reduced inconsistencies across plans • Consolidated plan management into a centralized data management repository with push-bu,on reporJng capabiliJes • Simplified plan terms by working across all funcJonal areas

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