Private placement program

Bespoke structured notes, private placements, and pre‑IPO allocations for qualified investors seeking yield, diversification, and access to exclusive opportunities. Our private placement program was established to address a persistent challenge facing sophisticated families and institutions: how to access the most compelling investment opportunities that never appear on public markets or conventional platforms. These are the transactions that occur in the realm of relationship capital, where access is earned through trust, discretion, and a demonstrated ability to serve as a constructive, long-term partner.

Within structured notes, we design and source customized solutions that address specific client objectives—whether enhancing yield, achieving principal protection, gaining targeted exposure to hard-to-access asset classes, or executing complex tax and estate planning strategies. Unlike standardized products offered through retail channels, our structured notes are typically bespoke, negotiated directly with top-tier counterparties, and tailored to the precise risk-return parameters established by each client. We oversee every aspect of the structuring process, from term sheet negotiation and counterparty selection to ongoing monitoring and eventual realization, ensuring that the final instrument reflects the client's objectives with precision and transparency.

Our private placement offerings span both equity and debt instruments across a range of sectors and geographies, with a particular focus on opportunities that offer asymmetric risk-reward profiles. We source these transactions through our extensive network of relationships with corporate principals, sponsor-backed enterprises, growth-stage companies, and other financial intermediaries. Each opportunity is subjected to the same rigorous fundamental analysis we apply to our public market investments, with additional scrutiny given to the unique considerations that accompany illiquid, unregistered securities—including governance rights, information access, liquidity provisions, and alignment with existing shareholders. We invest alongside our clients in select private placements, ensuring that our interests are perfectly aligned and that we share fully in both the risks and the potential rewards.

Pre-IPO allocations represent a particularly sought-after category within our private placement program, offering qualified investors the opportunity to participate in the growth of exceptional companies before they become available to the broader public markets. Our access to these allocations is a function of our longstanding relationships with founders, early-stage investors, venture capital firms, and investment banks—relationships cultivated over decades and tested through multiple market cycles. We focus on companies with demonstrated business models, clear paths to profitability, experienced management teams, and the potential to become enduring market leaders. While pre-IPO investing carries inherent risks, including extended lock-up periods and the absence of a public market for shares, the opportunity to acquire stakes in exceptional businesses at private market valuations has historically rewarded patient, discerning investors.

What ultimately distinguishes our private placement program is our commitment to serving as a genuine gateway rather than a mere intermediary. We do not simply present opportunities; we curate them, applying our full analytical resources to each transaction and declining far more than we accept. For clients, this means confidence that the opportunities they see have been vetted by a team with deep experience, rigorous standards, and a long-term perspective. And because we invest alongside our clients in select transactions, they can be assured that our judgment is not clouded by fee considerations but grounded in the same fundamental conviction that guides our own family capital. In the opaque world of private placements, where trust is the ultimate currency, Masaa offers a partner of uncompromising integrity and unwavering alignment.