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Sell Side & Buy Side
Corporate Finance Advisory SERVICES
BETTER TERMS, FASTER

Our focus improves engagement terms and lets your team spend more time in market. 

 
300+
Engagements
Structured


$425+ million 
in Aggregate
Success Fees Structured


$20+ billion
Aggregate Implied Enterprise Value of Structured Engagements 

Every corporate finance advisory firm & private equity fund struggles with the same challenges in drafting engagement letters and negotiating engagement terms. 

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We specialize in corporate finance advisors and private equity funds across the full life cycle of their engagements.. 

Engagement structure

Engagement letter structures are purpose-built for each unique mandate.   We work with your existing forms or we can provide our forms for your use.  

 

Our proprietary process results in engagement structures uniquely designed for each mandate and its unique desired economics. 

 

Strong fee and loss protection, built in every time.

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Engagement negotiation

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Through hundreds of engagement negotiations, we have built a market-focused proprietary process to negotiate the financial elements of corporate finance advisory engagements faster and on better terms. 

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Our Processes:

  • Recaptures Internal Time 

  • Accelerates Engagement Execution

  • Presents Competitive Advantage Over Peers

  • Enhances Engagement Terms

  • Accelerates Engagement Execution

Deal MaRKeting

Our NDA AutoPilot® allows corporate finance advisors and private equity funds to free themselves from the costs and burdens of managing the review and negotiation of go-to-market non-disclosure agreements. â€‹

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Learn more about NDA AutoPilot here.

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Payoff letters are a buyer’s opportunity to undo all of the risk mitigation you carefully structured in your Engagement Letter. 

 

Our payoff letter negotiation support uses a proactive approach and battle-tested messaging to ensure that closings occur on schedule without clients sacrificing their post-closing risk protection.

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PAYOFF LETTER

Inflight Risk Advisory

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We support our clients with on-demand risk management at any point in their engagements.  Our advice is pragmatic, solution-oriented, and delivered in plain English.

 

Our Risk Advisory Services Focus on:

  • Conflict Identification & Management

  • Avoiding Reportable Customer Complaints

  • Fee Disputes

  • CIM Review

  • Joinder Letters

  • Pitch Non-Disclosure Agreements

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Fees for Investment Banks
and Business Brokers

HOURLY

Hourly rate structures can
be stand alone or combined with On-Demand Flat fee structures. 

On-Demand Flat-Fee

Pay for services as needed with
set pricing. No commitments; no open-ended budgets required. 

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SUBSCRIPTION SUPPORT

Transparent, budget-able monthly costs. Multiple subscription plans are available. Whether this model is best for you depends on your deal flow and how often you return for support.

Fees

Developed Engagement Structures

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With over 20 years of focus on small and middle market private sector M&A, we have created purpose-built structures for common and uncommon engagement mandates. Examples of structures we have created: 

  • Sell Side Engagements

  • Singe-Buyer Sell Side Engagements

  • Pre-emptive/Broad Process Sell Side (with divergent pricing)

  • Singe Buyer Sell Side Mandates

  • Capital Raise Engagements

  • Capital Raise/Control Transaction Engagements (with divergent pricing)

  • Buy-Side Engagements (single known target)

  • Buy-Side Engagements (open ended, target identification and execution)

  • Buy-Side/Capital Raise Engagements (target acquisition specific or use of proceeds agnostic)

  • Paid Strategic Alternatives Analysis Engagements

  • ESOP Transaction Engagements

Structue
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