Fitzgerald Advisors · Direct portfolio brokerage

The Off-Market Protocol: A Controlled Alternative to Debt Marketplaces

At a glance: An off-market process limits outreach to selected counterparties and controls when detailed information is released. It can suit sensitive or specialized…

Fitzgerald Advisors · Institutional Guide

How targeted outreach, staged disclosure, and comparable bids support a private debt sale.

By Fitzgerald Advisors editorial team · Updated September 27, 2026

An off-market sale is organized through targeted outreach rather than a broadly advertised offering. It may involve one negotiated counterparty or a selected group of buyers. The seller should approve the audience, information-release plan, timetable, and bidding rules.

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