Corporate & Venture Services

Long History of Superior Trading Strategies and Execution

Overview

For over 30 years, Needham & Company’s Corporate & Venture Services Department has served the Firm’s corporate finance clients and the venture capital community in executing cash equity transactions.

  • Block Trading
  • Corporate Stock Repurchase Programs
  • Direct Share Programs
  • Employee Stock Option Programs
  • Fund and LP Level Distributions
  • Restricted Stock Sales
  • Restricted Stock Trading
  • SEC Rule 10b5-1 Programs

Having completed hundreds of complex trading strategies and programs, our professionals are highly experienced in the very detailed operational and legal requirements of share repurchase programs, 10b5-1 plans, restricted stock sales, directed share plans, secondary market transactions for private companies and stock distributions to liquefy limited partners of venture capital funds, etc. This team works closely with our research analysts, principal traders and capital markets and investment banking professionals to ensure that our clients have a comprehensive understanding of overall market trends, as well as sub-sector specific dynamics. Our goal is to execute seamlessly on behalf of our clients.

Leadership Team

Kevin McGrath
Managing Director and Head of Corporate & Venture Services
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Lina Sudat
Managing Director and Head of Operations
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Jon Wilsusen
Vice President, Corporate & Venture Services and Operations
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