Private Stakes Program

Private Stakes Program

Alternative liquidity opportunities for stakeholders of private issuers

Private Stakes Programdan2023-02-10T17:02:51+00:00

A growing need for liquidity

Over the last 20 years, companies in the U.S. and elsewhere have remained private for considerably longer periods before seeking a liquidity event such as a sale, business combination, IPO, or other liquidity event. As a result, the need for alternative liquidity opportunities and services for stakeholders grows.

Mutually beneficial access to financial liquidity and investment opportunities for a ‘stakeholders-only’ group of Issuers, on the one hand, and an exclusive ‘members-only’ cadre of qualified investors, on the other hand.
An evolving landscape for private share transactions whereby our proprietary funds identify and enter into contracts with existing stakeholders of various issuers to facilitate a transfer of private stock from the stakeholder to the fund subject to the approval of the issuer.
Because Issuers, on average, are staying private longer, a larger portion of their value appreciation is captured in private over public markets.

Associated persons of Laidlaw & Company (UK) Ltd. and Laidlaw Private Equity, LLC are involved in the management and administration of the alternative investment vehicles involved in the Private Stakes Program. Neither Laidlaw & Company (UK) Ltd. nor Laidlaw Private Equity, LLC own or manage the venture investment vehicles in the Private Stakes Program. Laidlaw Private Equity, LLC has an economic and corporate interest in the Managing Member of the respective vehicles. Laidlaw & Company (UK) Ltd. acted as Participating Dealer for the respective offerings of each alternative investment vehicle and, subject to certain conditions, may be eligible for distributions from the Member Manager.

The information contained in this material has been prepared for informational purposes only and does not constitute financial, legal, tax or any other advice. All information contained herein is provided “as is” and may be subject to change without notice. Nothing contained in this material shall constitute investment advice regarding identified companies. Further, nothing contained herein shall constitute a solicitation, invitation, recommendation or offer in respect of any securities, investment products or investment advisory services and should not be interpreted as such. Any such offer or solicitation may only be made pursuant to confidential offering materials that would be provided only to qualified offerees. All information contained in this material (including this disclaimer language) is qualified in its entirety by and subject to the information contained in corresponding confidential offering materials. Investments of this type may not be suitable for all investors and prospective investors should consult with their personal tax, legal and investment advisers before making any investment decision.

Private Stakes Program

Alternative liquidity opportunities for stakeholders of private issuers

A growing need for liquidity