Hi,
I would like to politely ask for some suggestion what to do or even better where else should I ask for some assistance in case if your forum might not be correct place. I have already considered hiring professional appointment setting agencies or business development agencies but it won't work because they don't have the needed relationships.
The question is NOT related to trading of stocks but it's related to funding the capital to shareholders because their Sell Side of stocks indicate they might be eager to get particular stock out of their portfolio.
My question is related to:
institutional shareholders firms
individual shareholders
shareholders' portfolio of stocks
Sell Side (stocks)
custodian for stocks (official partner of shareholder)
brokerage firms (official partner of shareholder)
any other firm that might be directly related to the shareholder
I'm aware that sizes of shareholders' portfolios are regularly changing. They are often decreasing too and due to the fact that shareholders, both individual and institutional ones, worldwide, are regularly having some stocks, from their portfolio (Holdings) on the Sell Side, they are trying to get rid of some stock from their portfolio in particular quantity. Either permanently sell it or just pledge it into the collateral for a loan. This obviously means that they might be eager to find a firm like investor, lender, strategic buyer, whoever else, who would provide a capital to shareholders and get those provided stocks from their portfolio. Sell Side definitely doesn't mean shareholders are just selling the stock on open market for current market price. Definitely not just this. Instead, Sell Side of stocks is also an opportunity for a firm to fund the capital to that shareholder for those stock according to particular price discussed for the deal.
However, problem occurs with Sell Side data from worldwide shareholders. If trying to obtain that data from Bloomberg terminal or similar source then reports will only include what has been already sold or pledged by the shareholders. This means what they were providing out of portfolio in the past and not what they are currently providing at this current time. Contacting the shareholder, either individual or institutional, won't work when it comes to getting an information what is available in their portfolio so which stock is on the Sell Side right now. Receptionists won't know anything. They just forward the calls. Managing directors neither. Portfolio managers are usually not available and never respond to voicemail. Asking random partner for Securities Lending department or the department that would have anything to do with their Sell Side and up to date info is not a way to go either. They don't know where relevant department is located, particularly not if institutional shareholder has worldwide offices. If individual shareholder then usually older he/she is, less chance of contact does the buyer have and Investor Relations departments don't share any contacts.
Sometimes finding an official stocks custodian, brokerage firm is even harder. Particularly for individual shareholders. Sometimes also for institutional. Even if I manage to find custodian, no one knows who is taking care for particular shareholder, who has current Sell Side information what is available and who can arrange a web appointment and a deal between buyer and shareholder: appropriate partner (if institutional) or himself/herself (if individual). It's impossible to find, within custodian for stocks firm, exact person with needed information and ability to communicate with that particular shareholder. However, in order for buyer or lender to provide their capital and to consider whether they would be interested at particular stock, some information is obviously needed that right now, at a current time, something is on Sell Side.
My question: Could anyone please tell me which consulting firm or freelancer (individual expert) should I hire to explain to me this process in detail including the actual communication on the phone call to get in touch with the right person? The reason why I'm asking my question indirectly (who to contact to help me on this) and not directly (how to do this, e.g. how to find up to date, current, Sell Side data of shareholders) is because I'm looking for very detailed help: step by step explanation of this process. I would need someone who would really take some time to clarify that to me.
Thank you a thousand times for any suggestion you might have.
I would like to politely ask for some suggestion what to do or even better where else should I ask for some assistance in case if your forum might not be correct place. I have already considered hiring professional appointment setting agencies or business development agencies but it won't work because they don't have the needed relationships.
The question is NOT related to trading of stocks but it's related to funding the capital to shareholders because their Sell Side of stocks indicate they might be eager to get particular stock out of their portfolio.
My question is related to:
institutional shareholders firms
individual shareholders
shareholders' portfolio of stocks
Sell Side (stocks)
custodian for stocks (official partner of shareholder)
brokerage firms (official partner of shareholder)
any other firm that might be directly related to the shareholder
I'm aware that sizes of shareholders' portfolios are regularly changing. They are often decreasing too and due to the fact that shareholders, both individual and institutional ones, worldwide, are regularly having some stocks, from their portfolio (Holdings) on the Sell Side, they are trying to get rid of some stock from their portfolio in particular quantity. Either permanently sell it or just pledge it into the collateral for a loan. This obviously means that they might be eager to find a firm like investor, lender, strategic buyer, whoever else, who would provide a capital to shareholders and get those provided stocks from their portfolio. Sell Side definitely doesn't mean shareholders are just selling the stock on open market for current market price. Definitely not just this. Instead, Sell Side of stocks is also an opportunity for a firm to fund the capital to that shareholder for those stock according to particular price discussed for the deal.
However, problem occurs with Sell Side data from worldwide shareholders. If trying to obtain that data from Bloomberg terminal or similar source then reports will only include what has been already sold or pledged by the shareholders. This means what they were providing out of portfolio in the past and not what they are currently providing at this current time. Contacting the shareholder, either individual or institutional, won't work when it comes to getting an information what is available in their portfolio so which stock is on the Sell Side right now. Receptionists won't know anything. They just forward the calls. Managing directors neither. Portfolio managers are usually not available and never respond to voicemail. Asking random partner for Securities Lending department or the department that would have anything to do with their Sell Side and up to date info is not a way to go either. They don't know where relevant department is located, particularly not if institutional shareholder has worldwide offices. If individual shareholder then usually older he/she is, less chance of contact does the buyer have and Investor Relations departments don't share any contacts.
Sometimes finding an official stocks custodian, brokerage firm is even harder. Particularly for individual shareholders. Sometimes also for institutional. Even if I manage to find custodian, no one knows who is taking care for particular shareholder, who has current Sell Side information what is available and who can arrange a web appointment and a deal between buyer and shareholder: appropriate partner (if institutional) or himself/herself (if individual). It's impossible to find, within custodian for stocks firm, exact person with needed information and ability to communicate with that particular shareholder. However, in order for buyer or lender to provide their capital and to consider whether they would be interested at particular stock, some information is obviously needed that right now, at a current time, something is on Sell Side.
My question: Could anyone please tell me which consulting firm or freelancer (individual expert) should I hire to explain to me this process in detail including the actual communication on the phone call to get in touch with the right person? The reason why I'm asking my question indirectly (who to contact to help me on this) and not directly (how to do this, e.g. how to find up to date, current, Sell Side data of shareholders) is because I'm looking for very detailed help: step by step explanation of this process. I would need someone who would really take some time to clarify that to me.
Thank you a thousand times for any suggestion you might have.
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