Partners Advisory
A specialist advisory firm for privately negotiated secondary transactions in late-stage private companies — one firm, one standard, one point of contact.
Credibility, shown through precision.
The secondary market runs on trust and discretion. We are built around four commitments a counterparty can verify, rather than claims they have to take on faith.
One firm, one standard
You deal with a single advisory firm — one name, one point of contact, one standard of conduct — from first contact to close. No fragmented handoffs.
A documented path
Every transaction carries a verifiable record of the relationships behind it. We do not run opaque, multi-hop broker chains where no one can say who introduced whom.
Confidential & gated
Counterparty identities and deal details are protected. We work your interest under a signed NCNDA, and reveal names only once both sides are legally covered.
Compliance, not theatre
We operate within the regulatory perimeter. U.S. securities activity is conducted and supervised through a FINRA-registered U.S. broker-dealer.
A short, protected path from interest to introduction.
Before anything sensitive is exchanged, both sides are covered. The funnel is deliberately gated — it filters for genuine, qualified counterparties and keeps every detail confidential.
Mutual NCNDA
You sign a non-disclosure & non-circumvention agreement first — so your details, and the counterparty’s, are legally protected from the outset.
Confirm eligibility
A brief confirmation of your investor or seller status, consistent with the categories of counterparty we are able to work with.
Submit your profile
You provide the criteria that classify your mandate or your block — the same information our process requires of any qualified counterparty.
Formalise intent
Buyers complete a Letter of Intent; sellers complete an Offer of Sale. We then review and, where there is a fit, progress under supervision.
Begin a confidential engagement.
Whether you hold a mandate to deploy or a block to sell, the path begins the same way — protected by a signed NCNDA, reviewed by a single firm, confidential throughout.
Built to stand in front of a regulator.
Private-markets activity is an area of heightened regulatory attention. Our procedures are designed to meet that scrutiny — not to route around it.
Represented by a broker-dealer
U.S. securities transactions are conducted through, and supervised by, a FINRA-registered U.S. broker-dealer that serves as our route to market.
KYC / AML on every counterparty
Identity, beneficial ownership, sanctions and politically-exposed-person screening are completed on every counterparty as part of onboarding, in line with applicable requirements.
A complete, contemporaneous record
Documentation, communications where required, and the relationships behind each transaction are maintained to support recordkeeping obligations and any examination.
Anti-fraud and honest dealing
We respect issuer transfer restrictions and rights of first refusal, and never trade or facilitate trading on improperly obtained material non-public information.
Have a mandate or a block?
Begin a confidential, NCNDA-protected engagement with a single firm — reviewed before any name is disclosed.