Intelligent Solutions

Shareholders often face significant obstacles when accessing liquidity through traditional means. Traditional investment banks, broker-dealers, and lenders typically offer limited solutions to these challenges, leaving shareholders unable to capitalize on important personal or corporate opportunities.

Common constraints include:

• Tax burdens associated with selling shares.

• Restrictions on selling due to lock-up periods.

• Negative market perception (optics) surrounding large share sales.

The Lending Platform:

Lending is facilitated through a fully licensed Schedule 1 Bank and is backed by a global custodian network, including Bank of America, CIBC, Goldman Sachs, J.P. Morgan, Morgan Stanley, and more. The platform provides access to international markets with superior loan-to-value (LTV) ratios of 50-65% and no ongoing interest payments.

The focus is providing a tailored, structured lending solution that empowers you to borrow against your shareholdings. This allows you to access significant capital without being forced to sell your equity.

Key Benefits of the Platform:

• Loan Amount: Access dedicated funding from $2M to $50M and more.

• Maintain Full Ownership: You retain ownership, all upside potential, and the voting rights associated with your shares. Your name and ownership status do not change.

• Rapid Liquidity: You can receive liquidity within 10-15 business days of initiating the process.

• Limited Recourse: The loan is secured by your shares, with no recourse beyond those shares.

• Flexible Loan Terms: Loan terms range from 2-5 years, featuring an 18-month lock-up and a bullet repayment structure at maturity.

• Portfolio Diversification: Our solution enables you to rebalance holdings without triggering taxable events.

Stockbridge Capital Partners serves a select group of high-value stakeholders who need efficient access to capital. Our ideal client profile include:

• Public company CEOs and C-suite executives.

• Family offices and institutional investors with concentrated positions.

• Corporate treasury teams seeking capital efficiency.

Stockbridge Capital Partners introduce you to the lending bank’s independent advisor (former head of global risk at Scotiabank) to utilize a confidential and transparent process. The steps are straightforward:

1. Initial Inquiry & Letter of Intent: Begin with a confidential discussion to understand your needs.

2. Account Setup: Guide you through establishing the necessary accounts.

3. Loan Agreement Execution: Finalize the terms in a clear and transparent loan agreement.

4. Collateral Transfer & Funding: Upon transfer of the collateral shares, funding is released, typically within 10-15 business days from the start of the process.