William Blair’s Private Shares Trading Team: Our Competitive Edge

Our Private Shares Trading team offers exceptional access and company-specific transactional knowledge for buyers and sellers of private company equity. The team applies the highest standard of care to secondary trading, where discretion and transactional knowledge are paramount.

William Blair Private Shares Trading

Step 1: William Blair receives offer from Seller, bid from Buyer, and facilitates negotiation of terms on client's behalf.
Step 2: William Blair facilitates Private Company approval.
Step 3: Once approved, Buyer transfers funds to Seller and Private Company transfers asset ownership to Buyer. The transaction is now complete.

The team offers a one-stop resource for both buyers and sellers of private shares, drawing on the depth and breadth of our comprehensive, award-winning research platform (both public and private companies). We believe the combination of these factors can provide clients with a competitive edge in the execution of buying or selling their private shares.

Our Differentiators

Discretion

Clients have the entirety of William Blair's stable, dedicated resources available to them to ensure a smooth transaction throughout the process.

Top Tier Service

William Blair's expertise and informational advantage will serve as a true differentiator compared to other Private Shares brokers.

Issuer Friendly

Our team understands the value of discretion and applies the highest standard of care for your transaction while adhering to, and working within, any restrictive covenants that may exist.

Contact Us

I am a Private Shares Seller
- Venture or Secondaries Fund
- An employee of a private/Venture-backed company with shares to offer
- Angel Investors
Submit an inquiry
I am a Private Shares Buyer
- Venture or Secondaries Fund
- Hedge Fund
- Mutual Fund Complex
- Pension Plan
- E&F or Family Office
- Insurance Companies
Submit an inquiry

Monday, October 23, 2023

Timing, Transfer Restrictions, and Taxes: Considerations for Today’s Private Shares Sellers

With year-end nearing and several highly anticipated venture-capital-backed IPOs having hit the market, private share sellers will have several factors to contemplate. We provide our three key considerations—and way to help you manage your transaction in today’s environment.
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Monday, October 23, 2023

The Price is Right? What to Know Before Selling Private Shares

At William Blair, our team works diligently to help you understand the price for your equity and to strategize on how best to navigate the often opaque and disjointed secondary markets.
Read more
Monday, October 23, 2023

William Blair’s Private Shares Trading Team: Our Competitive Edge

Our Private Shares Trading team offers exceptional access and company-specific transactional knowledge for buyers and sellers of private company equity.
Read more