Institutional liquidity solutions
The value in your shares.
The freedom to move.
Stockbridge provides access to liquidity, through our private network, against your existing shareholdings — while you keep ownership, upside potential, and voting rights.
Your options
Selling shares isn't your only option.
Sell your shares
- Taxes are typically due on the sale
- Future upside and voting rights are given up
- Public-market optics of a large sale
- Subject to lock-up and trading restrictions
Borrow against your shares
- Keep ownership, upside potential, and voting rights
- No sale of shares, so no sale-triggered tax event
- A discreet, private process
- Structured around your position and circumstances
Your bridge to liquidity — without giving up control.
Equity financing
Indicative parameters.
- Loan size
- $1M – $50M
- Loan-to-value
- Up to 50–70%
- Term
- 2 – 5 years
- Minimum lock-up
- 18 months
Indicative only. Terms subject to eligibility, diligence, lender approval, and final documentation.
How it works
Four quiet steps.
- 01
Private conversation & confidential LOI
- 02
Account setup & pre-qualification
- 03
Loan agreement execution
- 04
Collateral transfer & funding
Our focus
Capital decisions deserve a private setting.
Stockbridge Capital Partners is a private network of Wall Street insiders and veterans. We work with qualified stakeholders and their advisers to explore institutional financing against concentrated public-company share positions — how the world's most significant shareholders fund their lives without parting with a single share, and how generational wealth is built in the process.
Who we serve
Principals and trusted advisers.
Founders, C-suite executives, and shareholders of public companies, alongside family offices, broker-dealers, advisory firms, and RIAs working with concentrated stock positions.
Consulting services
Consulting services, available upon request.
Four decades of financial services and innovative solutions have created a global network of business relationships that is a valuable resource to clients in meeting their needs, including access to capital for projects ranging from $5M to $5B. I have been brought on as a trusted advisor, director, and consultant for projects spanning:
- Real estate development financing
- Alternative investments
- Financial modeling
- Business strategies
- Financing for fintech and other industries
I also sit on startup boards.
Engagements are private and confidential. To inquire, request a conversation.
Perspectives
Notes for significant shareholders.
The quiet risk of concentration.
A concentrated share position builds wealth — and holds it hostage. Why diversification is rarely as simple as selling.
ReadLiquidity, when the window is closed.
Lock-ups, blackout windows, and restrictions leave significant shareholders asset-rich and cash-constrained at the wrong moments.
ReadBefore you sell, consider the alternatives.
Selling is the path everyone sees — and often the most expensive. What else exists for significant shareholders.
ReadThe playbook is public. The access is not.
The largest shareholders borrow against equity rather than sell. Small- and mid-cap leadership deserves the same access.
ReadPrivate inquiry
Access is by introduction.
Our network is private, and so is our process. Request a conversation and we will share who we are and what may be possible for your position.
Lending is facilitated through a fully licensed Schedule 1 Bank, backed by a global custodian network.