Shareholder Liquidity
Complementing our advisory business, GT provides tax efficient liquidity solutions that enable founders to unlock the value of their shares without risking personal assets, while still retaining ownership and full participation in future upside.
We target leading late-stage privately held, venture-backed companies on a clear path to a strategic exit or a public listing.
Whether you are considering diversifying your assets or preparing for life’s major milestones, leveraging our structured products provides flexible founder friendly liquidity.
The structure is a non-recourse financing that is an advancement of cash without the selling of shares. There is no set maturity date, settlement is upon a company or shareholder exit eg: IPO, M&A or a Tender Offer.
Solution Description
Shareholder Benefits
Specific liquidity without the need to sell shares beyond your targeted liquidity to cover capital-gains. Shareholder maintains voting rights and most importantly allows for participation of further stock appreciation thereby providing potentially a higher net return vs. a straight secondary sale.
Beyond equity liquidity we provide option holders a tax efficient strategy to minimize ordinary income tax or If you are facing the 90-day option exercise window, either before or after you leave the company.
Equity or Option Liquidity
Board Friendly
Given there is not an initial sale of shares, there is no negative headline risk and therefore there is no impact to 409A valuations.
We have worked alongside some of the most transformative technology companies of the past decade—category-defining innovators whose platforms are reshaping entire industries.
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