Secondary Solutions
Unlock Liquidity Without Waiting for a Full Exit
Secondaries Transactions
SVH Capital Helps Founders, Shareholders, and Investors Navigate Secondary Sales with Confidence
At SVH Capital, we help founders, employees, and early investors turn ownership stakes into liquidity. Whether you want to diversify personal wealth, provide team incentives, or manage early investor exits, we serve as your trusted advisor, guiding you through the secondary market with clarity and strategy.
We tailor each engagement to your goals, helping you structure the right transaction, engage the right buyers, and protect what matters most.
Why Pursue a Secondary Sale?
For founders and employees:
- Diversify personal wealth after years of building the company
- Reduce financial pressure while staying fully engaged
- Access liquidity for major life events or personal investments
For investors and shareholders:
- Achieve early return on investment ahead of a company exit
- Rebalance portfolios or reduce exposure
- Support healthy cap table management
Secondary transactions have become a smart, strategic tool — not just a backdoor exit.
Preparing for a Strong Outcome
We often work with clients well in advance to position them for success. This includes:
- Assessing your goals and mapping out the right liquidity strategy
- Reviewing governance and legal frameworks to ensure clean execution
- Supporting communication planning so all stakeholders are aligned
Our preparation helps ensure smoother processes, stronger outcomes, and less disruption to the business.
How We Help
Our services flex to meet your needs — whether you want us to lead the full process or support a specific stage.
We help:
- Identify and approach high-quality buyers or funds
- Structure and negotiate terms that meet personal and company goals
- Manage due diligence and coordinate the path to closing
Our role is to provide expert guidance, reduce friction, and protect relationships throughout.
Building the Right Support Around You
Secondaries require a thoughtful team, and we help bring in the right experts when needed, such as:
- Legal counsel to navigate transfer approvals and agreements
- Tax advisors to ensure sellers and the company understand key implications
- Financial planners to help sellers prepare for new personal wealth
We coordinate closely with your existing advisors or help fill in gaps — always focused on creating clarity and confidence.
Our Approach
At SVH Capital, we bring deep expertise, modern tools, and a relationship-first philosophy to every engagement.
✔ Tailored Process
Every transaction is customized to your needs, your timeline, and your priorities.
✔ Discreet Execution
We manage the process with professionalism, confidentiality, and care.
✔ Technology-Enabled
We use secure platforms and digital tools to keep you informed and on track.
✔ Trusted Guidance
Our clients rely on us for thoughtful advice, clear judgment, and strong results.
Why Technology Matters to Us
We believe the best results come when technology and people work together.
Technology improves speed, accuracy, and transparency.
Human expertise brings judgment, creativity, and nuance.
Together, they create a competitive edge that traditional firms cannot match.
We constantly challenge ourselves to innovate, improve, and push for better — not because it is trendy, but because we believe our clients deserve the most advanced, effective, and thoughtful support possible.
