Webinar Recording: Understanding the Seconary Market and Tender Offers
Secondary transactions have become a vital path to liquidity long before the IPO window opens. In this candid, fast-paced session three private-market veterans unpack exactly how tender offers and one-off secondaries work, when they make sense, and what’s at stake for founders, CFOs, and employees at every stage of growth.
Speakers
Tom Callahan: CEO, Nasdaq Private Market
Mairtini Ni Dhomhnaill: Founder, Countsy
Carine Schneider: Co-Founder, Compass Strategic Advisors (Moderator)
What you’ll learn
How secondary transactions clear: end-to-end logistics, key counterparties, and settlement timelines
Tender offers vs. one-off sales: choosing the right structure for early-, mid-, and late-stage companies
Key liquidity triggers: funding events, employee retention, refresh cycles, and pre-IPO positioning
Risk & compliance checkpoints: governance, 409A, and transparent communication best practices
Actionable frameworks: step-by-step playbooks for boards and finance teams planning a liquidity event
Who should watch
Founders & CEOs assessing employee liquidity while safeguarding cap-table health
CFOs, controllers, and finance leads responsible for equity strategy and reporting
Employees & option-holders seeking to understand their liquidity windows and choices
Resources & next steps
Keep cap tables clean & compliant while planning liquidity events. Learn more
Scalable back-office support from seed to Series E and beyond. Learn more
Forecasting & scenario modeling for smarter liquidity planning. Learn more