Insight
Private market secondary transactions require a careful balance between confidentiality, buyer qualification and market-tested pricing.
In private markets, weak preparation usually shows quickly. Investors, buyers and boards expect clear materials, consistent answers and a process that respects confidentiality.
Practical questions
- Define the asset and the transfer restrictions.
- Identify buyers who can complete, not just express interest.
- Stage disclosure so sensitive information is protected.
- Use a disciplined process to compare price, timing and certainty.
Anglo-Suisse view
A smaller number of well-prepared conversations will usually be more effective than broad outreach with unfinished materials. The objective is to create credible dialogue with counterparties who understand the situation and can act.