Headwall Private Markets - Liquidity Solutions for Private Company Shareholders and Investors


Headwallpm

Uploaded on Jul 26, 2023

Headwall Private Markets is a liquidity provider for private company shareholders and investors. Our main focus is secondary transactions in mid to late stage private companies. In addition, Headwall has select primary investment opportunities.

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Headwall Private Markets - Liquidity Solutions for Private Company Shareholders and Investors

Liquidity Solutions for Private Company Shareholders and Investors ABOUT OUR COMPANY OUR MISSION Headwall Private Markets provides a customer first approach that treats each customer as a long-term partner. We think long term and formalize that mindset into each transaction. We let our ethics and customer experience be our main driver for growth. OUR APPROACH The team at Headwall Private Markets has been involved in public and private capital markets since 1993. We have expertise in equity and options markets. Our combined buy-side and sell-side experience provides Headwall Private Markets with the knowledge and professionalism to serve our institutional and accredited client base. We operate with a high touch approach and we are direct to our clients. We value discretion and we believe in modesty. TABLE OF CONTENT Secondary Investments Primary Investments Special Purpose Vehicles Secondary Investments Our expe sa es & ope with our clients throughout th ctio process. In addition, we believe portant to establish a good relationship with the underlying companies that we transact. KEY FEATURES Direct Access Transparency throughout the transaction Experienced team to help navigate the process Primary Investments Our relat s throughou ecosystem will occasionally en r primary investments. Like our ry investments, we will provide transparency and guidance throughout the entire transaction to our clients. KEY FEATURES Preferred Shares Differentiated order flow from other intermediaries Special Purpose Vehicles SPV’s are a c mmon investme ol both secondary and primary in ts in the private market. SPV’s a low the pooling of capital that creates investment opportunities that otherwise might not be possible for qualified investors. The Headwall team will work with each client to structure an SPV that is best suited for them. MEET OUR TEAM BILLY BRANDRETH DAVE TILLMAN JAMES (JIMMY) MANAGING MANAGING CROMPTON PARTNER/CO-FOUNDER PARTNER/CO-FOUNDER CHIEF OPERATING OFFICER MEET OUR TEAM JON ADLER ROBERT NEPO WARREN DOWD MANAGING DIRECTOR MANAGING DIRECTOR MANAGING DIRECTOR Contact Us NEW YORK CITY 590 Madison Avenue 28th Floor New York, NY 10022 415-534-6777 SAN FRANCISCO 1160 Battery Street East Suite 100 San Francisco, CA 94111 415-534-6777 SCOTTSDALE 9375 E. Shea Boulevard Suite 100 Scottsdale, AZ 85260 415-534-6777 T H A N KY O U www.headwallpm.com