Actionable Ideas for Companies and Sponsors

Alternative Monetization Strategies for Equity Holdings

With U.S. equity markets trading near all-time highs coupled with record recent IPO and SPAC activity, we have seen meaningful wealth creation in equities that has led to increased capital markets activity. There are several alternative strategies versus traditional sell downs that allow these shareholders to monetize positions more efficiently. These approaches can provide hedged economics with meaningful proceeds, retained ownership for legal or tax purposes, incremental liquidity, customized economics, or a combination thereof, among other items.