Liquidity & Secondary Sales
We facilitate discreet pathways to liquidity for holders of private fund interests, concentrated positions, and illiquid securities. Our scope includes secondary exits, position liquidity solutions, off-market matching, and block trade execution, structured to achieve liquidity objectives while maintaining confidentiality.
What We Facilitate
Secondary Exits
We facilitate secondary sales of private fund interests, enabling limited partners to achieve liquidity before fund termination. Secondary transactions provide exit optionality for LPs while offering buyers access to seasoned portfolios at potentially attractive entry points.
What We Do
- Assess marketability and indicative pricing of fund interests
- Identify qualified secondary buyers based on fund type and size
- Facilitate buyer outreach and information sharing
- Support negotiation and closing of secondary transactions
Who We Do It For
- LPs seeking early liquidity from fund investments
- Institutions rebalancing private markets allocations
- Family offices monetizing legacy fund positions
- Fiduciaries managing estate or trust distributions
Why We Are Best Positioned
- Network includes dedicated secondary buyers and funds
- Understanding of secondary market pricing dynamics
- Experience managing GP consent and transfer processes
- Discretion in handling sensitive liquidity situations
Position Liquidity
We facilitate liquidity for concentrated holdings in private companies or illiquid assets. Position liquidity solutions enable shareholders to monetize stakes without waiting for corporate events, accessing capital while managing market impact and confidentiality.
What We Do
- Assess liquidity options for concentrated positions
- Identify suitable counterparties for private transactions
- Facilitate discreet buyer outreach and negotiation
- Support transaction structuring and execution
Who We Do It For
- Founders and executives with concentrated holdings
- Early investors seeking partial or full exits
- Family offices diversifying single-asset exposures
- Shareholders requiring liquidity for personal objectives
Why We Are Best Positioned
- Network spans private equity, family offices, and strategic buyers
- Experience with confidential sale processes
- Understanding of valuation dynamics for illiquid positions
- Discretion in managing sensitive shareholder situations
Off-Market Matching
We connect buyers and sellers of private assets through discreet, off-market processes. Off-market transactions avoid the disruption and disclosure of formal sale processes while enabling parties to transact on mutually beneficial terms.
What We Do
- Maintain relationships with active buyers across asset classes
- Identify potential matches based on buyer mandates and seller assets
- Facilitate confidential introductions and preliminary discussions
- Support negotiation and transaction execution
Who We Do It For
- Sellers preferring discretion over formal marketing
- Buyers seeking proprietary deal flow
- Parties requiring speed and certainty over process optimization
- Counterparties with pre-existing relationships requiring facilitation
Why We Are Best Positioned
- Visibility into active buyer mandates and seller situations
- Relationships enabling confidential market sounding
- Experience facilitating bilateral negotiations
- Reputation for discretion attracting sensitive opportunities
Block Trades
We facilitate block transactions in listed and unlisted securities, enabling holders to achieve liquidity for significant positions while managing market impact. Block execution requires identifying suitable counterparties and structuring transactions to optimize pricing.
What We Do
- •Assess block size and market impact considerations
- •Identify institutional buyers for block positions
- •Facilitate pricing discussions and execution timing
- •Support transaction structuring and settlement
Who We Do It For
- •Institutional holders reducing concentrated positions
- •Founders selling post-lockup stakes
- •Funds liquidating portfolio positions
- •Estate and trust fiduciaries requiring orderly liquidation
Why We Are Best Positioned
- •Relationships with institutional block buyers
- •Understanding of block pricing dynamics
- •Experience managing confidentiality during execution
- •Ability to structure transactions minimizing market impact
Secondary Exits
Secondary Exits
We facilitate secondary sales of private fund interests, enabling limited partners to achieve liquidity before fund termination. Secondary transactions provide exit optionality for LPs while offering buyers access to seasoned portfolios at potentially attractive entry points.
What We Do
- Assess marketability and indicative pricing of fund interests
- Identify qualified secondary buyers based on fund type and size
- Facilitate buyer outreach and information sharing
- Support negotiation and closing of secondary transactions
Who We Do It For
- LPs seeking early liquidity from fund investments
- Institutions rebalancing private markets allocations
- Family offices monetizing legacy fund positions
- Fiduciaries managing estate or trust distributions
Why We Are Best Positioned
- Network includes dedicated secondary buyers and funds
- Understanding of secondary market pricing dynamics
- Experience managing GP consent and transfer processes
- Discretion in handling sensitive liquidity situations
Position Liquidity
Position Liquidity
We facilitate liquidity for concentrated holdings in private companies or illiquid securities. Position liquidity solutions enable shareholders to monetize stakes without waiting for corporate events, accessing capital while managing market impact and confidentiality.
What We Do
- Assess liquidity options for concentrated positions
- Identify suitable counterparties for private transactions
- Facilitate discreet buyer outreach and negotiation
- Support transaction structuring and execution
Who We Do It For
- Founders and executives with concentrated holdings
- Early investors seeking partial or full exits
- Family offices diversifying single-asset exposures
- Shareholders requiring liquidity for personal objectives
Why We Are Best Positioned
- Network spans private equity, family offices, and strategic buyers
- Experience with confidential sale processes
- Understanding of valuation dynamics for illiquid positions
- Discretion in managing sensitive shareholder situations
Off-Market Matching
Off-Market Matching
We connect buyers and sellers of private assets through discreet, off-market processes. Off-market transactions avoid the disruption and disclosure of formal sale processes while enabling parties to transact on mutually beneficial terms.
What We Do
- Maintain relationships with active buyers across asset classes
- Identify potential matches based on buyer mandates and seller assets
- Facilitate confidential introductions and preliminary discussions
- Support negotiation and transaction execution
Who We Do It For
- Sellers preferring discretion over formal marketing
- Buyers seeking proprietary deal flow
- Parties requiring speed and certainty over process optimization
- Counterparties with pre-existing relationships requiring facilitation
Why We Are Best Positioned
- Visibility into active buyer mandates and seller situations
- Relationships enabling confidential market sounding
- Experience facilitating bilateral negotiations
- Reputation for discretion attracting sensitive opportunities
Block Trades
Block Trades
We facilitate block transactions in listed and unlisted securities, enabling holders to achieve liquidity for significant positions while managing market impact. Block execution requires identifying suitable counterparties and structuring transactions to optimize pricing.
What We Do
- •Assess block size and market impact considerations
- •Identify institutional buyers for block positions
- •Facilitate pricing discussions and execution timing
- •Support transaction structuring and settlement
Who We Do It For
- •Institutional holders reducing concentrated positions
- •Founders selling post-lockup stakes
- •Funds liquidating portfolio positions
- •Estate and trust fiduciaries requiring orderly liquidation
Why We Are Best Positioned
- •Relationships with institutional block buyers
- •Understanding of block pricing dynamics
- •Experience managing confidentiality during execution
- •Ability to structure transactions minimizing market impact