Summit Partners

Private Equity And Venture Capital
For Growth Companies

Shareholder Liquidity

Shareholder liquidity provides cash for founders and other shareholders seeking to sell a minority stake in a business and diversify their financial holdings, while staying at the helm of the business.

Are you interested in realizing some liquidity, yet retaining strategic and operational control of your business? Does it make sense for you to diversify your financial holdings? Is one of your founders or part of your company's shareholder base interested in selling their stake, while others want to invest in expanding the business? If any of these situations apply to you, then an investment for shareholder liquidity may be the right option.

Capital from Summit Partners offers you and other shareholders the opportunity to sell a minority ownership position in your company. With this liquidity, you can reap the rewards of your hard work and diversify your personal wealth – without giving up control of the business. Shareholder liquidity financing is often used in conjunction with other objectives, such as growth equity and acquisition financing.

Here are some examples:

  • Financing from Summit enabled the founder of Sybari Software Inc. to provide financial security for himself and two relatives in the business, while continuing to grow the company at a strong pace.
  • Blue Ocean Software Inc. used an investment from Summit to provide liquidity for its founder and working capital for further penetration of the IT market, for both small and midsize businesses.
  • With financing from Summit, Pediatrix Medical Group Inc. expanded into a leading physicians' management organization, while providing liquidity to its founders.
  • Summit's financing of optionsXpress Holdings Inc. provided liquidity to early shareholders and gave the firm adequate time to fully consider its IPO strategy.