The strongest opportunities often begin before a formal process. We build direct relationships with listed companies, shareholders, investment banks, brokers and institutional counterparties so that potential transactions can be assessed efficiently when investment capital or shareholder liquidity is required.
Discuss direct principal capital, transaction timing and the possibility of starting with a smaller initial trade.
Discuss confidential block-liquidity opportunities and negotiated secondary transactions.
Review live and prospective opportunities as a repeat principal buyer.
Develop relationships with execution, custody, technology and other institutional service providers.
Where an opportunity is not currently actionable, we are still willing to establish the relationship and understand what would need to change for it to become relevant in the future.
