Solutions by Holder

One discipline, distinct needs.

Stock loans and block trades serve different objectives depending on the holder. These are the profiles we work with most often.

Founders

Founders & executives

Release liquidity from a concentrated stake without ceding control or signalling an exit. A stock loan preserves voting rights and economic exposure.

Family Offices

Diversify around a dominant line, fund commitments or co-investments, and smooth liquidity across generations, without triggering a taxable event.

Controlling Shareholders

Mobilise a control stake while managing disclosure thresholds and dealing windows. Block trades let a position be adjusted with discretion.

Pre-IPO & Concentrated

Fund a bridge ahead of liquidity, or manage single-stock exposure inherited from a listing or transaction, with prudent LTV calibration.