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.
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We manage ALL aspects of our business, from trading to distribution to settlement, directly on our desk. By managing the process from start to finish, we can materially speed up our execution and limit information leakage.
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Everyone on our team is a licensed trader, giving us the ability to trade directly to the "Street". We do not use a liaison desk. Controlling the order means we can control the information. We believe this is what separates us from our competitors.
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Autonomous and anonymous, our direct institutional access levels the playing field for the benefit of our clients. Our clients are not forced to execute behind the retail wall – we aim to bring them to the front lines alongside the best institutional accounts to ensure the best execution.
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We believe deeply that the status quo will always lead to the death of innovation. We are constantly evolving our knowledge base, processes, products, and services so that we can stay beyond the leading edge and in lockstep with our client's needs.
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Our clients are the core of everything we do. We make ourselves available when they need us.