Secondaries

For founders and employees, we facilitate early liquidity opportunities through private secondary transactions, balancing extended IPO processes with individual needs. We leverage our network of institutional buyers and family offices to ensure targeted, professional, and discreet private sales, managing the entire process from start to finish.

We tailor each transaction to our clients’ specific objectives, encompassing all stages from valuation and strategy to closing. Our extensive relationships and expertise maximize value for every client.

Crewe has experience across a wide range of secondary transactions, including private stock placement, limited partnership interest sales, and tender offers

For founders and employees, we facilitate early liquidity opportunities through private secondary transactions, balancing extended IPO processes with individual needs. We leverage our network of institutional buyers and family offices to ensure targeted, professional, and discreet private sales, managing the entire process from start to finish. 

We tailor each transaction to our clients’ specific objectives, encompassing all stages from valuation and strategy to closing. Our extensive relationships and expertise maximize value for every client.

Crewe has experience across a wide range of secondary transactions, including private stock placement, limited partnership interest sales, and tender offers

Investment Banking

Salt Lake City

650 S Main St, Suite 777
Salt Lake City, UT 84101
(385) 322-3100 | ib@crewe.com

New York City

1540 Broadway, Suite 1010
New York, NY 10036
(385) 322-3100 | ib@crewe.com

Denver

4500 E Cherry Creek South Drive, Suite 1090
Denver, CO 80246
(385) 322-3100 | ib@crewe.com

Private Wealth Management

Salt Lake City

650 S Main St, Suite 700
Salt Lake City, UT 84101
(385) 355-2700 | info@crewe.com

Scottsdale

16100 N 71st Street, Suite 140
Scottsdale, AZ 85254
(480) 944-5654 | info@crewe.com

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