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Webinar

How private companies solve the demand for shareholder liquidity

Exploring the nuances of tender offers, secondary sales and liquidity programs in today’s market.
Ann Lucchesi, Rucha Ranade, Emma Mann-Meginniss, Eric Thomassian
September 24, 2024

Featured speakers

Ann Lucchesi

Ann Lucchesi

Managing Director, First Citizens Wealth

Rucha Ranade

Rucha Ranade

Director

Emma Mann-Meginniss

Emma Mann-Meginniss

Partner, Cooley

Eric Thomassian

Eric Thomassian

EVP - Head of Private Company Relations, Forge

As VC-backed IPO numbers remain modest and private companies continue to build stronger cash flow positions, executives are shifting the way they approach liquidity for employees and investors. In this webinar, we explored how private companies approached employee and investor liquidity in the market and the pros and cons of various solutions.

Key takeaways:  

  • Mapping out paths to liquidity specific to the stage of your business.
  • Educating your team about your chosen liquidity moment.
  • Navigating tax and legal implications of liquidity events and the impact on your personal finances.

Featured speakers:

  • Ann Lucchesi, Managing Director, First Citizens Wealth
  • Rucha Ranade, Director, Corporate Banking, SVB
  • Emma Mann-Meginniss, Partner, Cooley
  • Eric Thomassian, EVP - Head of Private Company Relations, Forge

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All loans provided by First-Citizens Bank & Trust Company are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941

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