Secondary blocks in privately held banks
We support shareholders of regional and privately held banks who seek structured liquidity solutions outside the public market – including buyer sourcing, valuation corridors and stepwise exit.
Learn moreAurelius Research
Actionable insights for special situations & secondary markets.
We combine fundamental research, legal structuring and execution know-how to unlock value in complex shareholdings and illiquid positions.
Our team monitors European and UK markets with a dedicated focus on off-market blocks, distressed investors and pre-IPO restructuring.
How we build conviction for our clients.
Every mandate is backed by documented analysis – from balance-sheet diagnostics to legal feasibility and counterparty mapping. This allows investors to decide with clarity and defend their decisions internally.
Fundamental diagnostics
Balance sheet strength, cash-flow resilience and capital structure are examined with a lender’s mindset – including covenant risk, refinancing walls and shareholder dynamics.
Legal & documentation
We translate legal frameworks, shareholder agreements and listing rules into clear decision paths – including feasibility of transfers, pledges, lock-ups and enforcement.
Liquidity & counterparties
We map potential buyers and sellers, identify off-market liquidity pockets and build executable structures instead of purely theoretical recommendations.
Playbooks & execution
Each situation is backed by a concrete playbook: sequence of steps, timing, documentation and communication lines – from first term sheet to final settlement.
Mandate insights
Turning private order flow into actionable insight
Our Insights desk connects mandate activity, secondary placements and bank capital measures into a coherent picture of where risk and liquidity are really moving.
- Live overview of active mandates across sectors and regions.
- Early signals from secondary blocks in listed and privately held banks.
- Scenario work on pricing corridors, demand depth and execution risk.
- Confidential reporting packs for investment committees and boards.
Current focus areas.
Selected themes that currently drive our mandates and conversations with professional investors.
Pre-IPO recapitalisations & clean-up
Ahead of listings we help founders and early investors align cap-tables, remove legacy structures and prepare blocks for institutional buyers.
Learn moreDistressed and time-sensitive investors
When investors face regulatory, time or balance-sheet pressure, we design exit routes that balance speed, confidentiality and pricing realism.
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10+ yrs
Track record in special situations and complex shareholdings.
€500m+
Aggregated transaction volume supported by the team.
EU & UK
Cross-border mandates with local legal & operational partners.
Why investors work with Aurelius Research.
Integrated perspective
We combine capital-markets know-how, legal structuring and operational execution in one framework – avoiding silos between banks, law firms and advisors.
Defensible documentation
All recommendations are backed by written memos that can be shared with investment committees, risk, compliance and auditors.
Execution discipline
From NDAs to settlement, we manage the process with clear milestones, responsibilities and contingency paths if assumptions change.
Discuss a concrete position or mandate.
Share your situation – block size, company, timing constraints and objectives. We respond with an initial view on feasibility, potential structures and next steps.
Insights & research – frequently asked questions.
How we work with professional investors, which situations we cover and what you can expect in terms of process and documentation.
We focus on professional and institutional investors, family offices and corporate shareholders who manage significant positions and need a structured, documented process.
We do not manage money or run discretionary mandates. Our role is to analyse, structure and support execution around specific positions, always within the client’s own decision framework.
All mandates are handled on a strictly confidential basis. Information is only shared with potential counterparties once we have explicit approval and appropriate documentation in place.
Yes. Many of our situations involve entities, shareholders and assets across several jurisdictions. We work with local legal and operational partners where necessary.
Usually we begin with a focused call to understand the position, constraints and objectives. Based on this we outline possible structures, timelines and documentation needs.
Request an initial discussion
Share a few details and a member of the Aurelius team will contact you to discuss your requirements.