At Rampart Capital, we help investors get access to capital—without forcing them to give up the assets that matter most.
In early 2025, a long-time finance professional—let’s call him Alex—came to us with a challenge. He held a large stake in a private company. It was worth a lot, but it couldn’t be sold easily. He didn’t want to sell it anyway. His goal was simple: get some cash to pay off another business loan and make a new investment, all through his family trust. But he didn’t want to trigger taxes or disrupt his long-term plans.
The Problem: Wealth on Paper, But Not in the Bank
Alex had built a strong portfolio, but much of it was tied up in unlisted shares. These kinds of holdings don’t trade on public markets, so banks often don’t know how to value them—or how to lend against them.
He needed:
Our Approach: Keep It Simple, Keep It Smart
We arranged a $2.2 million loan for Alex. It was backed by his stake in a global private company and kept the loan-to-value ratio below 50%. He prepaid the interest, so he didn’t have to worry about monthly payments or cash flow during the term.
That freed him up to refinance a commercial loan and make a smart new investment—without selling anything or triggering tax bills.
Why It Worked
This deal showed what we do best:
What Rampart does
Rampart helps people who are asset-rich but need liquidity. That includes founders, executives, and private investors. Whether your wealth is in private shares, property, or other assets, we find ways to unlock its value without forcing a sale.
If you're looking for a smarter way to access capital, we’d love to hear from you.