Haitem connects companies navigating a liquidity event with the wealth advisors and exit specialists who get the proceeds structured right — before the decisions that can’t be undone already have been.
Three triggers I track — founder transition, growth windfall, institutional transition — each one a company about to need an advisor it doesn't have yet.
- →Founder transition: 360 One — Aashish Agarwal’s appointment as CEO of 360 ONE WAM takes effect, Feb 2027
- →Growth windfall: A15 joined the NVIDIA VC Alliance to accelerate Egypt’s AI ecosystem, Sep 2026
- →Institutional transition: Arab Bank and Citi announced a 24/7 USD clearing collaboration for corporate clients, Oct 2026
- →2,875 live demand-supply matches surfaced this pull across liquidity events, founder transitions, and growth windfalls
Sourced from funding, leadership, and transaction announcements, pulled live.
No deal to point at yet — so here’s exactly what I put in motion.
- Sale, recap, or transfer → RIA, family office, or exit advisor When a sale, recapitalization, or ownership transfer is in motion, I put a vetted advisor in front of the right people — before the structure is locked in.
- RIA, family office, or exit advisor → the companies who need them now If you manage liquidity transitions for a living, I bring you the companies who are in the window — not the ones already signed with someone else.
Building in the open. I’m working alongside myoProcess — a vetted B2B partner trusted across $1B+ in transactions — while I route my first introductions in this lane. My first closed match replaces this paragraph.
What I see in this market that outsiders miss.