Articles – Sell Side Securities

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 critical pathway to unlock value through secondary market transactions.

February 15, 2020

The Storytelling Advantage: Bridging Data and Emotion in Private Placement Transactions

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The Storytelling Advantage: Bridging Data and Emotion in Private Placement Transactions

In the world of private placements and sell-side transactions, numbers alone rarely close the deal. Financials might validate a decision, but they don’t inspire it. What moves investors, sparks their interest, and builds trust is the art of storytelling—a skill...

February 15, 2020

Mastering Sell Side Due Diligence: The Foundation of a Winning Story

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Mastering Sell Side Due Diligence: The Foundation of a Winning Story

In the intricate world of sell-side M&A, success is determined long before the ink dries on acontract. It starts with preparation—the thorough, transparent, and strategic process of sell-sidedue diligence. While it might sound like a technical exercise reserved for accountants...

February 14, 2020

Navigating the Challenges of Sell-Side Liquidity in Secondary Markets: Aligning Strategies for Success

Everything should be made as simple as possible, but not simpler.

Albert Einstein

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Navigating the Challenges of Sell-Side Liquidity in Secondary Markets: Aligning Strategies for Success

In the world of private placements, liquidity isn’t just a challenge; it’s often the elephant in theroom. For Accredited Investors, Private Fund Advisors, and Early-Stage Venture Capital firms,the allure of private investments lies in their potential for outsized returns. Yet...

February 14, 2020

The Modern Handshake Deal™: Blending Relationships and Technology to Transform Transactions

Everything should be made as simple as possible, but not simpler.

Albert Einstein

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The Modern Handshake Deal™: Blending Relationships and Technology to Transform Transactions

What makes a deal unforgettable? For centuries, it was a handshake—a simple yet profoundgesture that symbolized trust, commitment, and shared purpose. Deals were inked on the strengthof relationships, often fueled by compelling stories that brought people together around a sharedvision....

January 13, 2020

Category: Articles

The Sell-Side Advisory Process: Unlocking Liquidity in Secondary Markets

The Storytelling Advantage: Bridging Data and Emotion in Private Placement Transactions

Mastering Sell Side Due Diligence: The Foundation of a Winning Story

Navigating the Challenges of Sell-Side Liquidity in Secondary Markets: Aligning Strategies for Success

The Modern Handshake Deal™: Blending Relationships and Technology to Transform Transactions

The Sell-Side Advisory Process: Unlocking Liquidity in Secondary Markets

The Storytelling Advantage: Bridging Data and Emotion in Private Placement Transactions

Mastering Sell Side Due Diligence: The Foundation of a Winning Story

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