Selling Your Success™
The IPO Was Supposed to Be the Payday. Liquidity Doesn’t Have to Wait for It.
You invested in a private company’s success. We help you sell it: confidential introductions to qualified buyers for founders, employees and funds holding private-company shares.
The Exit Moved. Your Life Plans Didn’t.
You took below-market pay and years of risk for equity that was supposed to turn into something real. Then the IPO date slipped, and slipped again. The shares are worth something on paper, but you can’t pay a mortgage, fund a new venture or diversify with paper.
Most holders wait for an IPO or an acquisition. Both depend on timing nobody on your side of the table controls. A secondary sale is a third path, and it starts with knowing whether a buyer exists for your position today. See how secondaries work.
What Waiting Costs You
Concentration
Most of your net worth sits in one company you can’t sell on a public market.
Plans on Hold
Big decisions wait on an exit date that keeps moving.
Market Exposure
Private marks tend to follow public markets, usually with a lag.
Time
Transfer restrictions and company approvals take time to work through.
Whichever Side of the Trade You’re On
Secondary transactions are our core business. Pick the path that describes you.
Sell Private Shares
For founders, employees and executives turning vested equity into liquidity before an IPO.
Acquire a Position
For accredited investors seeking access to shares in established private companies.
The Sell Side Network™
For companies seeking $5M or more in private credit or private equity: introductions to unaffiliated capital allocators.
The Modern Handshake Deal™
Technology finds the counterparties. Relationships close the transaction. Every step is handled confidentially, from the first conversation to closing.
When You’re Selling
01
Understand Your Goals
How much to sell, your timing, and the transfer rules in your company’s documents.
02
Tell the Story
Present the position with the context a serious buyer needs.
03
Find the Buyer
Confidential outreach to qualified buyers in our network.
04
Agree the Terms
Negotiate price and terms, and work through company approvals.
05
Close the Transaction
Documentation, settlement and the transfer of the shares.
When You’re Buying
01
Define What You’re Seeking
The companies, position size and timing you have in mind.
02
Confirm Eligibility
Verify accredited investor status. We work only with accredited investors, with a preference for qualified purchasers.
03
Find the Position
Confidential outreach to holders in our network.
04
Agree the Terms
Negotiate price and terms, and work through company approvals.
05
Close the Transaction
Documentation, settlement and the transfer of the shares.
Why Sell Side Securities
Relationship-Led
The Modern Handshake Deal™ pairs technology that finds counterparties with relationships that close transactions. You work with people who know your position, not a listing form.
Confidential by Design
Outreach is discreet, and information about your position is shared only as needed with qualified counterparties. Company approval steps are explained before they happen.
Both Sides of the Trade
We work with sellers and with buyers, so we know what each side needs to reach a closing, and we keep the process moving when approvals take time.
Built for Established Private Companies
Buyers of secondary shares look for scale, investor interest and a record they can evaluate. If your position falls below these thresholds, we’ll tell you so plainly.
Company enterprise value$500M+
Where most of our work is$1B+
Minimum position size$500K
FeesCompetitive with industry standards
From the Selling Success Blog™
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The Sell-Side Advisory Process: Unlocking Liquidity in Secondary Markets
But what happens when these stakeholders need to exit their investments or reposition their portfolios? That’s where the sell-side advisory process comes into play, offering a…
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The Storytelling Advantage: Bridging Data and Emotion in Private Placement Transactions
Numbers alone rarely move a buyer. Financials can validate a decision, but they seldom inspire one. In private-market transactions, where buyers can’t check a share price…
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Mastering Sell Side Due Diligence: The Foundation of a Winning Story
In any secondary transaction, the buyer will ask questions. Sell-side due diligence means answering them before they’re asked: gathering the facts about a position, checking them…
Free Workshops
How Secondary Sales of Private Shares Work
What founders, employees and funds should understand before selling or acquiring a private position.
Coming soon
How Companies Prepare to Raise Private Capital
What capital allocators look for in a private credit or private equity raise of $5M or more.
Coming soon
Frequently Asked Questions
Can I sell shares in a private company before an IPO?
Often, yes. Most private companies restrict transfers through rights of first refusal and approval requirements, so the first step is reviewing what your company’s documents allow.
What are secondaries?
Transactions in which existing holders sell private-company shares or fund interests to other investors. The seller, not the company, receives the proceeds.
What is sell-side advisory?
Representation for the seller in a transaction. For private shares, that means preparing the position, finding qualified buyers confidentially, negotiating terms and working through the company’s transfer process to closing.
What does it cost?
Our fees are competitive with industry standards, and they’re explained in full before you engage us.
Will my company or colleagues find out?
Outreach is confidential. Some companies must approve a transfer, and we’ll explain when that step happens before it does.
Who can buy private-company shares through you?
Accredited investors only, with a preference for qualified purchasers. Eligibility is confirmed before any introduction.
Do you work with tender offers or raise capital?
No. We focus on negotiated secondary sales. Through the Sell Side Network™ we introduce companies seeking $5 million or more to unaffiliated capital allocators and partners; we don’t raise capital ourselves.
I’m not sure I’m ready to sell.
A conversation commits you to nothing. Many holders start by learning whether demand exists for their position.
Still have a question?
Start a Confidential Conversation
Tell us about the position you hold or the one you’re looking for. We’ll reply by email to discuss whether a transaction is possible. Fit runs both ways, and there’s no obligation.