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What form of confidentiality agreement do we use?
Should you or your counsel have or require a standard form of confidentiality agreement or non-disclosure agreement, please submit it to us by email or fax.
Do we wish to receive transaction specifics or business plans?
Yes, but only after an initial screening per telephone or email.
What other transactions have we worked on?
We can provide a confidential transaction list upon request.
What is your current transaction capacity and who will be staffed on a particular transaction?
We are a small firm with limited capacity, so please be specific as to geography, language, or specialty finance disciplines that may be required.
Do you provide current references?
References will be provided upon request.
What does your service cost?
A monthly or one-time retainer fee. Operating and travel costs with pre- approved client limit and advanced disclosure.
Success fees based on a realistic, agreed-upon definition. Flat fees with incentives on a case-by-case basis.
Underwriting or origination fee as percentage of capital sourced or flat fee for service.
Direct equity stake or warrant compensation possible for venture capital mandates.
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