One unified firm
A single advisory presence rather than an anonymous broker chain. You always know the firm you are dealing with.
Partners Advisory
Private Market Secondaries
A specialist advisory firm for privately negotiated secondary transactions in late-stage private companies. One firm, one standard, one point of contact.
Intake is gated and confidential, protected by NCNDA, and every submission is reviewed before any name is disclosed.
Documented every step
Every transaction carries a verifiable record of the relationships behind it — documented at the moment each introduction is made.
Represented by a broker-dealer
U.S. securities transactions are conducted and supervised through a FINRA-registered U.S. broker-dealer.
Approach
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, with one name, one point of contact, and one standard of conduct from first contact to close. No fragmented handoffs.
A documented path
Every introduction is recorded when it happens. A completed transaction shows exactly who brought whom to the table — and where other intermediaries participate, their role is documented and disclosed, never hidden between you and the other side.
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.
Inside the perimeter
We operate within the regulatory perimeter. U.S. securities activity is conducted and supervised through a FINRA-registered U.S. broker-dealer.
How engagement works
A short, protected path from interest to introduction.
Before anything sensitive is exchanged, both sides are covered. Intake is deliberately gated: it filters for genuine, qualified counterparties and keeps every detail confidential.
Step i.
Mutual NCNDA
You sign a non‑disclosure & non‑circumvention agreement first — so your details, and the counterparty’s, are legally protected from the outset.
Step ii.
Confirm eligibility
A brief confirmation of your investor or seller status, consistent with the categories of counterparty we are able to work with.
Step iii.
Submit your profile
You provide the criteria that classify your mandate or your block — the same information our process requires of any qualified counterparty.
Step iv.
Formalize intent
Buyers formalize intent by Letter of Intent — ours or your counsel’s paper — and sellers by an Offer of Sale. We review and, where there is a fit, progress under supervision.
Engagement
Begin a confidential engagement.
Whether you hold a mandate to deploy or a block to sell, the path begins the same way: a signed NCNDA, then review by the firm before any name is disclosed.
I
Buy-side
For buyers
You hold capital and a mandate to acquire a secondary position in a late-stage private company.
Begin buyer intakeII
Sell-side
For sellers
You hold, or are authorized to sell, a position in a late-stage private company.
Begin seller intakeCounterparties who prefer not to use the intake may contact the firm directly. We exchange NCNDAs through counsel and can proceed on your form of agreement, subject to review.
Regulatory posture
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.