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Secondaries

Unlock Liquidity Without Waiting for a Full Exit

Secondaries Transactions

At SVH Capital, we help founders, employees, and early investors turn ownership stakes into liquidity. Whether you want to diversify personal wealth,  manage investors or employee’s 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.

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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.

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How We Help

Our flexible services are tailored to meet your needs, whether you need us to lead the entire process or support a specific stage.

We help:

  • Identify and approach high-quality buyers or funds
  • Structure and negotiate terms that meet personal goals
  • Manage due diligence and coordinate the path to closing
  • We bring in the right experts; legal, tax, and financial advisors—to navigate the complexities of secondary transactions, ensuring all parties are clear on transfer agreements, tax implications, and personal wealth management
  • Our team coordinates closely, providing a unified and confident experience from start to finish.

Our role is to provide expert guidance, reduce friction, and protect relationships throughout.

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.

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SVH Capital empowers business owners and shareholders to buy, sell, and grow companies with confidence. 

By combining smart technology with hands on guidance, we turn complex transactions into smooth successes. Because your biggest financial decisions deserve clarity, care, and a team that truly listens.

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SECURITIES ARE OFFERED THROUGH FINALIS SECURITIES LLC MEMBER FINRA / SIPC. SILICON VALLEY HIGHPOINT CAPITAL LLC IS NOT A REGISTERED BROKER-DEALER, AND FINALIS SECURITIES LLC AND SILICON VALLEY HIGHPOINT CAPITAL LLC ARE SEPARATE, UNAFFILIATED ENTITIES. FINALIS PRIVACY POLICY | FINALIS BUSINESS CONTINUITY PLAN | FINRA BROKERCHECK SVHCAPITAL.COM (THE “SILICON VALLEY HIGHPOINT CAPITAL LLC WEBSITE”) IS A WEBSITE OPERATED BY SILICON VALLEY HIGHPOINT CAPITAL LLC, A PRIVATELY HELD CALIFORNIA LIMITED LIABILITY COMPANY. SILICON VALLEY HIGHPOINT CAPITAL LLC PROVIDES FINANCIAL AND STRATEGIC ADVISORY, CONSULTING SERVICES, MERGERS AND ACQUISITIONS SERVICES, FAIRNESS OPINIONS, ETC. DISCLAIMER: THIS WEBSITE IS FOR INFORMATIONAL PURPOSES ONLY, IS NOT AN OFFER, SOLICITATION, RECOMMENDATION, OR COMMITMENT FOR ANY TRANSACTION OR TO BUY OR SELL ANY SECURITY OR OTHER FINANCIAL PRODUCT, AND IS NOT INTENDED AS INVESTMENT ADVICE OR AS A CONFIRMATION OF ANY TRANSACTION. PRODUCTS AND SERVICES ON THIS WEBSITE MAY NOT BE AVAILABLE FOR RESIDENTS OF CERTAIN JURISDICTIONS. PLEASE CONSULT WITH A FINALIS SECURITIES’ REGISTERED REPRESENTATIVE REGARDING THE PRODUCT OR SERVICE IN QUESTION FOR FURTHER INFORMATION. INVESTMENTS INVOLVE RISK AND ARE NOT GUARANTEED TO APPRECIATE. ANY MARKET PRICE, INDICATIVE VALUE, ESTIMATE, VIEW OPINION, DATA, OR OTHER INFORMATION HEREIN IS NOT WARRANTED AS TO COMPLETENESS OR ACCURACY, IS SUBJECT TO CHANGE WITHOUT NOTICE, AND SILICON VALLEY HIGHPOINT CAPITAL LLC ALONG WITH FINALIS SECURITIES LLC ACCEPTS NO LIABILITY FOR ITS USE OR TO UPDATE IT OR KEEP IT CURRENT.  The Form CRS describes the services we provide, how we are compensated, and other important information about Finalis Securities LLC. Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision.
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