Non-recourse liquidity against your listed equity position. Your shares remain your shares. Fixed rates, 7–12 day funding, terms from 12 months to 15 years. No credit checks. No personal guarantees.
Executives, founders and family offices frequently hold significant positions they cannot sell restricted stock, concentrated wealth, tax-inefficient exits. Our stock-backed facility unlocks the value of that position as working capital without triggering a sale, transferring ownership or exposing personal assets. The structure is genuinely non-recourse: if the market moves against the collateral, the lender's only recourse is the pledged stock itself.
Confidential enquiry, ticker review and indicative terms within 48 hours.
Shares are transferred to a regulated custodian. You retain economic upside and voting rights where permitted.
Loan proceeds disbursed 7 to 12 days from term sheet, in USD, EUR or GBP.
Interest-only servicing or accrual. Return your capital and reclaim your stock at any point in the term.
Diversify wealth locked in a single employer stock position without triggering a taxable disposal.
Fund a new venture, acquisition or capex programme using existing equity as collateral.
Deploy fast into a property or development opportunity while retaining upside in the underlying position.
Access liquidity without crystallising capital gains on a low-basis holding.
Yes. The lender's only recourse is the pledged stock. Your personal balance sheet, other assets and other holdings are not encumbered.
In most structures dividends continue to accrue to you during the life of the facility. Voting rights depend on the exchange and custody arrangement.
Major global exchanges including NYSE, NASDAQ, LSE, Euronext, TSX, ASX, HKEX, TSE and others. Restricted, thinly traded or Reg S stock is reviewed case by case.
There are no margin calls in the retail sense. The facility is structured with a fixed LTV and defined price triggers agreed in advance. If a trigger is reached, standard remedies apply no personal liability.
Fully confidential. There is no credit filing, no public record and no third-party disclosure. Documentation is handled directly between you, the custodian and the lender.
A 30-minute confidential conversation. No intermediaries. No pitch decks. Gary takes every introductory call himself.
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