The Benefits of Working With A Firm Focused on Institutional, Company-Supported Secondary Transactions

Barrett Cohn
May 9, 2016

Investors who want to hold positions in private, late-stage technology companies have choices when it comes to finding a firm to make the right introductions and facilitate transactions. The options include full-service investment banks and private-equity firms with billions of dollars under management.

Why go with a smaller boutique that has a laser focus on the secondary markets?

Because this new asset class demands expertise. It’s all about matching the right long-term investor with the right opportunity in a transaction that will benefit the company, the selling shareholders and the investor.

At Scenic Advisement, secondary transactions are handled by a team of seasoned investment professionals with 100+ years of collective experience, not passed along to junior account managers. Our team has proven track records in public and private markets, startups, venture firms and the world’s most reputable investment banks. For us, secondaries are not a side business.

Our firm facilitates deals with the willing participation of company founders, executives and board members, something that other secondary marketplaces cannot always claim. Transactions that are arranged with the sponsorship, participation and/or cooperation of all stakeholders are better for the health of a growing company — and better for the value of your investment, regardless of whether you are an early investor seeking partial interim liquidity, or an employee shareholder seeking to unlock some of the value of your “sweat equity”.

Private companies that want to offer some liquidity to their employees want to know that they are only bringing top-tier, long-term investors to their capital table. That’s why they turn to Scenic Advisement.

It’s not about deal volume and dollar amounts for us. It’s about working cooperatively with all players in this evolving ecosystem, and brokering the best deals on behalf of the best shareholders and companies, and for the best investors,  At Scenic Advisement, we can afford to be strategic. Our mission is to find the perfect fit every time and to unlock value for every stakeholder.

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Barrett Cohn
Co-Founder, Managing Director
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