Beneficient

Alternative Investment Investors Potentially Have a New Option to Gain Liquidity Now

Introducing the Liquidity Bond.

You may receive

  • Up to 6% interest paid monthly in cash*
  • Optional exchange by holder into GWGH public stock after 6 months
  • Fixed maturity of 4 years
  • Target advance rates at or near NAV**

*Income objective may not be met.

**Actual advance rates and calculation of NAV will vary.

If you are looking for

  • Attractive monthly current cash income
  • Stability of ongoing, fixed-interest cash payments
  • Potentially quicker path to exiting and realizing full liquidity for your alternative asset
  • Equity upside potential of company’s publicly traded common stock

The Liquidity Bond is

  • Senior to preferred and common stock holders, and junior to the senior credit facility holders representing less than 30% of company assets as of December 31, 2019.
  • Pari passu with approximately $1.3B of registered and unregistered L Bonds
  • Constitutes secured debt of GWG Holdings, Inc.

Ben specializes in striving to provide liquidity for the following types of alternative asset funds:

  • Private equity
  • Venture capital
  • Leveraged buyouts
  • Special situations/structured credit
  • Private debt
  • Real estate
  • Feeder funds
  • Fund of funds
  • Life insurance policies
  • Natural resources
  • Non-traded BDCs
  • Non-traded REITs

Take the Next Step

The Liquidity Bond is a limited offer by Confidential Private Placement Memorandum for qualified assets and investors.

  • Let's discuss your liquidity needs and how Ben can potentially meet them in a simple, rapid and cost-effective manner.

More Information about the Liquidity Bond and GWG Holdings, Inc.

The Liquidity Bond is issued by Private Placement Memorandum and is exclusively available for holders of alternative assets who take advantage of the unique attributes of the ExchangeTrust.

It is issued by GWG Life, LLC, a subsidiary of GWG Holdings, Inc. (Nasdaq: GWGH). GWGH and The Beneficient Company Group, L.P. (Ben) are affiliated financial services companies that together are committed to transforming the alternative asset industry through innovative liquidity products and related services for the owners of illiquid alternative investments.

Download the Summary of Terms for the Liquidity Bond
GWG Life's parent company is GWG Holdings, Inc. (Nasdaq: GWGH) Read SEC filings, press releases, stock information and more. Read more on the Investor Relations Website ›

GWG has never missed an interest, dividend or maturity payment.

Past performance is no guarantee of future results.

More than $2.53 billion raised since 2009.

11 years of bond issuances under one indenture.

GWG's History of Private Placement and Publicly Registered Securities

Debt

2009
LifeNotes

2011
Renewable Secured
Debentures

2014
L Bond

2017
L Bond (2nd offering)

2020
L Bond
(3rd offering)

2020
Liquidity Bond

Private

Public

Equity

2011
Series A
Preferred

2014
Public Company IPO Nasdaq: GWGH

2015
Redeemable
Preferred Stock

2017
Series 2
Redeemable
Preferred Stock

Private

Public

GWG Holdings and Subsidiaries Exposure to Alternative Assets

Investment Strategy Type

As of September 30, 2020

GWG Holdings, Inc. (Nasdaq: GWGH) directly and through its direct and indirect subsidiaries owns, manages and maintains a large, diverse alternative asset portfolio, consisting of: a) life insurance policies issued by highly rated life insurance companies, and b) collateralized loans on professionally managed alternative asset funds.

  • 30% Growth Stage Private Companies
  • 24% Late Stage Venture Backed Companies
  • 18% Corporate Buyouts
  • 14% Early Stage Venture Backed Companies
  • 9% Other
  • 4% Private Real Estate
  • 1% Private Debt
Investment Strategy Type 30% Growth Stage Private Companies 24% Late Stage Venture Backed Companies 18% Corporate Buyouts 14% Early Stage Venture Backed Companies 9% Other 4% Private Real Estate 1% Private Debt 2% Other
Data presented above is as of September 30, 2020. Investment Strategy Type reflects classifications based on each company’s current investment strategy stage as determined by Ben management. “Other Strategy Types” include private debt strategies, natural resources strategies, and hedge funds. Figures based on the net asset value (NAV) of the interests in alternative assets that provide cash flow that underlines the senior beneficial interests and beneficial interests that comprise the collateral of Ben’s loan portfolio, or in the case of the life insurance policies, fair value.

Market volatility doesn’t have to mean uncertainty with your alternative investments.

Risk Considerations

Ben does not offer legal, tax, estate or investment advisory services.

Subject to Qualification. To understand the terms of the securities fully, you should carefully read the entire confidential private placement memorandum before making a decision to acquire Liquidity Bonds.

These materials do not constitute an offer to sell or the solicitation of an offer to buy securities of GWG or any of its affiliates. Any offer or sale of securities shall be made solely to accredited investors and solely pursuant to a definitive confidential private placement memorandum and related documents, including definitive subscription materials. Neither The Beneficient Company Group, L.P. (Ben) nor GWG, nor any of their affiliates or representatives, (i) makes any express or implied representation or warranty as to the completeness or accuracy of the information contained in these materials, or (ii) shall have any liability resulting from your use of these materials.

These materials contain certain estimates, projections and forward-looking statements that contain substantial risks and uncertainties. Please see offering document for a list of additional risks.
The estimates, projections and forward-looking statements contained herein may or may not be realized, accurate or complete, and differences between estimated results and those realized may be material. Such estimates, projections and forward-looking statements are illustrative only and reflect various assumptions of Ben’s management concerning the future performance of Ben and its affiliates, including GWG, and are subject to significant business, economic and competitive uncertainties and contingencies, many of which are beyond their control.

Neither Ben nor any of its affiliates or representatives undertakes any obligation or duty to update or revise any of the information contained herein to correct any inaccuracies or to reflect events that occur after the delivery of these materials.

Securities will be offered on a best-efforts basis on behalf of GWG by Emerson Equity, L.L.C. Member FINRA, SIPC and Managing Broker-Dealer for the issue. GWG Life, LLC, The Beneficient Company Group, L.P. and Emerson Equity, L.L.C. are not affiliated entities.

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Securities Products are offered through Emerson Equity LLC. Member FINRA SIPC. The Beneficient Company Group, L.P. and Emerson Equity LLC are separate, unaffiliated entities.

Ben does not provide investment advisory services or tax, accounting or legal advice. The products and services described on this website may not be suitable for all users and you should consult with your legal, tax or other advisors prior to taking any action relating to the subject matter contained on this website. The contents hereof do not constitute an offer or solicitation to buy or sell any securities, financial instruments, products or services.

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