Our clients are our partners,and all partnerships begin with trust.

What Drives Us?

We have all witnessed the broader equity markets change dramatically over the last two plus decades with the expansion of electronic trading, the introduction of dark pools/ATS, new exchanges, new derivative products, SPACs, direct listings – the list could go on. What hasn’t changed, however, is the method of disposition for concentrated equity holders.   

This complex relationship between capital markets, market structure and disposition methodologies for concentrated holders is where we live and breathe – committed to ensuring that our clients always have the tools and knowledge needed to make, and execute, an informed liquidity decision.   

Using our five core principles, we have hand selected what we believe to be the best of what is available in both process and execution and consolidated them onto one platform.