Events and Publications

Our latest webinar: 

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Stock Option Liquidity For Private Companies and Employees

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Presented in partnership with Hanson Bridgett.

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In this joint presentation, we discuss:

·    Valuation of private company options

·    Key considerations for exercising stock options, including tax          implications of ISOs vs. NSOs

·    Special considerations for QSBS

·    Secondary market for employee options

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Our latest white paper: 

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Stock Option Liquidity: A Guide for Private Company Employees

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In this white paper, we cover:

 

• Overview of Stock Options 

• Key Considerations 

• Secondary Market for Employee Options 

• Finding the Right Secondary Partner

• Overview of Revelation Partners​

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Overview of GP-Led Fund Restructurings

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Presented in partnership with Mozaic Capital Advisors.

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In this joint presentation, we discuss:

·    The growing prevalence of GP-led restructurings

·    Key benefits - how to maximize the value of remaining assets?

·    Deal structures - continuation vehicles, single asset sales, and tender offers

·    Process and considerations - managing LP communications and conflicts of interest

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Tender Offers: A Guide for Late-Stage Private Companies

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In this white paper, we cover:

 

• Rationale for a Stock Tender 

• Deal Structures 

• Tender Process

• Key Considerations 

• Finding the Right Secondary Partner​

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An Overview of GP-Led Restructurings

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In this white paper, we cover:

 

• Benefits of GP-Led Fund Restructurings

• Deal Structure

• Key Considerations

• Finding the Right Secondary Partner ​

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