Secondary Transactions
Provide liquidity solutions for shareholders, employees, and early investors without requiring a full company exit. Unlock value while maintaining business continuity and growth trajectory.
Liquidity Without Full Exit
Secondary transactions provide partial liquidity for existing shareholders while allowing the company to continue operating and growing. This solution is ideal for founders, employees, and early investors who want to realize some value without triggering a full exit.
Partial Liquidity
Allow shareholders to sell a portion of their holdings while maintaining ownership.
Business Continuity
Maintain operational control and continue executing your growth strategy.
Employee Retention
Provide liquidity for employee stock options without disrupting the business.
Types of Secondary Transactions
We structure various types of secondary transactions to meet the specific liquidity needs of different stakeholders while preserving business value.
Allow founders to sell a portion of their equity to realize personal liquidity while maintaining control and continuing to lead the business.
- • Partial equity sale by founders
- • Maintain voting control
- • Personal financial diversification
Provide liquidity opportunities for employees with stock options or equity grants, improving retention and morale without a full exit.
- • Employee stock option buybacks
- • Tender offer programs
- • Retention and motivation tool
Enable early investors to achieve partial or full liquidity by selling their stakes to new investors or existing shareholders.
- • Early investor exit opportunities
- • Portfolio rebalancing
- • Fund return optimization
Our Secondary Transaction Process
We manage every aspect of secondary transactions, from valuation and buyer identification to negotiation and closing, ensuring optimal outcomes for all parties.
Evaluate stakeholder liquidity needs and determine optimal transaction structure.
Conduct thorough business valuation to establish fair market pricing for secondary shares.
Identify and approach qualified buyers including strategic investors and financial sponsors.
Negotiate terms, manage due diligence, and coordinate closing of the secondary transaction.
Ready to Explore Liquidity Options?
Let's discuss how secondary transactions can provide the liquidity your stakeholders need while preserving business value and growth potential.