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Lending Secured By

Publicly-Traded Shares

Ideal for executivessenior employeesand investors with concentrated positions.  Allows access to liquidity without needing to sell shares, disrupt existing ownership, or startle the market.

Lending Secured By Publicly-Traded Shares

Ideal for executivessenior employeesand investors with concentrated positions.  Allows access to liquidity without needing to sell shares, disrupt existing ownership, or startle the market.

OUR CRITERIA

Publicly Traded

Company must be publicly traded.

Minimum Company Size

$100M+ Market Cap.

TYPICAL STRUCTURE

Up To 65% Loan-to-Value

On a single public equity position.

Up to $300M

Available per loan.

4-year term

With extension options.

No payments during term

Interest accrues and is paid at maturity.

Non-recourse to the individual

Limited only to pledged shares.

Flexible use of proceeds

Taxes, diversification, real estate, liquidity planning, etc.

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