Stapleton Advisors
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    • Home
    • Services
      • Capital Raising
      • LP Secondaries
      • Fund Distribution
      • Real Estate Funds
      • Pre-IPO Stock
      • M&A Services
      • IPOs
      • Due Diligence
      • vCFO Services
      • Consultation
    • Templates
      • Template Store
      • Price List
    • Knowledge
      • Blog & News
      • Resources
      • Regulation D Overview
      • Regulation A+ Overview
      • EDGAR Filings
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  • Home
  • Services
    • Capital Raising
    • LP Secondaries
    • Fund Distribution
    • Real Estate Funds
    • Pre-IPO Stock
    • M&A Services
    • IPOs
    • Due Diligence
    • vCFO Services
    • Consultation
  • Templates
    • Template Store
    • Price List
  • Knowledge
    • Blog & News
    • Resources
    • Regulation D Overview
    • Regulation A+ Overview
    • EDGAR Filings
  • Company
    • About Us
    • Contact Us
    • Ethos
    • Careers
    • Payments

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LP Secondaries

LP liquidity and GP-led secondary solutions designed to meet the evolving needs of private market investors. We help clients unlock capital from longer-hold assets, rebalance portfolios, and navigate complex fund structures with discretion and precision—delivering flexibility without compromising long-term strategy. 

Consultation

Unlock Liquidity. Preserve Relationships.

Services

 For LPs:

  • Stake valuation & pricing guidance
  • GP coordination & consent management
  • Auction & bilateral sale execution


For Buyers:

  • Deal sourcing & underwriting
  • Co-investment syndication
  • Portfolio construction support


For GPs:

  • Continuation vehicle structuring
  • Liquidity solutions for legacy LPs
  • Relationship preservation strategies

Broker/Dealer Infrastructure

All securities transactions are executed through FNEX Capital, a registered Broker/Dealer and Member FINRA/SIPC.


FNEX provides:

  • Regulatory oversight and compliance
  • Investor onboarding and suitability checks
  • Secure transaction execution and documentation

Why Stapleton Advisors?

  • Boutique investment banking focus
  • FNEX-backed Broker/Dealer infrastructure
  • Deep compliance and regulatory expertise
  • Transparent, ethical deal execution
  • Proprietary access to LP and buyer networks

Who We Serve

  • General Partners
  • Managing Members
  • Attorneys
  • Hedge Funds
  • Private Equity Funds
  • Venture Capital Funds
  • Limited Partnerships
  • Real Estate Funds

How We Get Paid

Our compensation structure varies based on the scope and terms of each engagement. Common payment types include:


  • Monthly Retainer – for ongoing advisory and support


  • Success Fee – tied to the completion of capital raises or transactions


  • Commission – based on specific deal structures or outcomes


  • Due Diligence Fee – for upfront analysis and preparation work

Ready For a Secondary?

Schedule a consultation today and let’s build a strategy that works.


Consultation

Financial Services in Alabama, Alaska, American Samoa, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Minor Outlying Islands, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Northern Mariana Islands, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, U.S. Virgin Islands, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. We also work with clients in: Barbados, Bermuda, Brazil, the British Virgin Islands, Canada, the Cayman Islands, the Cook Islands, Costa Rica, Europe, Greenland, Hong Kong, Iceland, Japan, Singapore, South Africa, South Korea, Taiwan, the Bahamas, the United Kingdom, and the U.S. Virgin Islands. 


The information in this material is not intended as investment, tax or legal advice. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Links are provided for informational purposes only. The links should not be considered a solicitation, sponsorship, affiliation or endorsement of any third-party website, or the company operating such website. Stapleton Advisors, Inc., has not reviewed the content of any third-party website and is not responsible for the content thereof. No advice may be rendered by Stapleton Advisors, Inc. unless a client service agreement is in place. A portion of this material was provided by Artificial Intelligence Systems. Products sold by Stapleton Advisors, Inc. are not intended as a substitute for an attorney or CPA. You should consult an attorney, CPA and/or an investment banker before conducting a securities offering.


Investment Banking Services provided by our subsidiary Stapleton Frost Capital, LLC. Mike Stapleton is a FINRA Registered Principal, holding Series 24, 7, 65 and 63 licenses. Securities offered by FNEX Capital, LLC, member FINRA/SIPC. FINRA BrokerCheck. FNEX Capital - Client Relationship Summary.


401 E. Jackson St., Suite 2340 • Tampa, FL 33602 • (813) 736-2422


Open Monday through Friday, 9:00am - 5:00pm, EST.


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