One unified firm
A single advisory presence — never an anonymous broker chain. You always know the firm you are dealing with.
A specialist advisory firm for privately negotiated secondary transactions in late-stage private companies — one firm, one standard, one point of contact.
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.
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.
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.
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.
We operate within the regulatory perimeter. U.S. securities activity is conducted and supervised through a FINRA-registered U.S. broker-dealer.
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.
You sign a non-disclosure & non-circumvention agreement first — so your details, and the counterparty's, are legally protected from the outset.
A brief confirmation of your investor or seller status, consistent with the categories of counterparty we are able to work with.
You provide the criteria that classify your mandate or your block — the same information our process requires of any qualified counterparty.
Buyers complete a Letter of Intent; sellers complete an Offer of Sale. We then review and, where there is a fit, progress under supervision.
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.
You hold capital and a mandate to acquire a secondary position in a late-stage private company.
Begin buyer intakeYou hold, or are authorised to sell, a position in a late-stage private company.
Begin seller intakePrivate-markets activity is an area of heightened regulatory attention. Our procedures are designed to meet that scrutiny — not to route around it.
U.S. securities transactions are conducted through, and supervised by, a FINRA-registered U.S. broker-dealer that serves as our route to market.
Identity, beneficial ownership, sanctions and politically-exposed-person screening are completed on every counterparty as part of onboarding, in line with applicable requirements.
Documentation, communications where required, and the relationships behind each transaction are maintained to support recordkeeping obligations and any examination.
We respect issuer transfer restrictions and rights of first refusal, and never trade or facilitate trading on improperly obtained material non-public information.
Protected from the first click. Reviewed by a single firm. Confidential throughout.
This determines the documents and information we'll need from you. You'll be protected by a signed NCNDA before anything sensitive is exchanged.
Before any counterparty detail is exchanged, both sides agree to keep information confidential and not to circumvent the firm or any party it introduces. Please review and sign to continue.
Plain-language summary — the binding instrument is executed through the firm's documentation processThank you for signing the Mutual Non-Disclosure & Non-Circumvention Agreement. We can now securely proceed in confidence.
A countersigned copy — timestamped and annotated with your IP address — is being delivered to your email and to the firm at contact@partnersadvisory.com.
Our engagement model is built for qualified counterparties. This confirmation is required before any deal-specific information is exchanged.
Based on your selection, we'd like to understand your situation before proceeding through the standard intake. Please reach out and a member of the firm will be in touch.
Contact the firmThe criteria below classify your mandate so we can match it precisely and confidentially.
Reference: PA-000000