Engagement Model
Aligned pricing. Institutional discipline.
A transparent, two-part structure that keeps our incentives aligned with your investment committee — from first introduction to signed LOI.
Charged only when an introduction meets your pre-agreed qualification criteria — sector, size, geography, ownership situation, and stated openness to a transaction.
- ◆ Direct owner or C-level conversation
- ◆ Matches thesis criteria in writing
- ◆ No fee on unqualified activity
Paid at closing on any transaction we sourced. A single, transparent line item — no retainers, no minimums, no lockups.
- ◆ Only on transactions we originated
- ◆ Payable at closing, not signing
- ◆ 24-month tail on introduced targets
Representative Transactions
Selected closed mandates
Sector-anonymized to preserve client confidentiality. Full case studies available under NDA.
| Sector | Enterprise Value | Qualified Intros | Intro Fees | Success Fee (1%) | Status |
|---|---|---|---|---|---|
| Industrial Services | $42M | 18 | $9,000 | $420,000 | Closed |
| Healthcare Roll-Up | $18M | 24 | $12,000 | $180,000 | Closed |
| B2B SaaS Add-On | $65M | 31 | $15,500 | $650,000 | Closed |
| Specialty Distribution | $27M | 14 | $7,000 | $270,000 | Closed |
| Multi-Site Consumer | $110M | 42 | $21,000 | $1,100,000 | Closed |
| Business Services Platform | $8M | 11 | $5,500 | $80,000 | Closed |
Sector-anonymized to preserve client confidentiality. Full case studies available under NDA.
Worked Example
How a typical $40M platform acquisition prices out.
Ready to see intros against your thesis?
We'll walk through your criteria, recent activity, and expected pipeline volume on a 30-minute call.