For a detailed price quote and Statement of Work (SOW) for our services, we invite you to get in touch:
Every active, client engagement includes a recurring monthly retainer fee. This monthly fee includes the services of multiple M&A consulting professionals, including licensed investment bankers, but is typically less than what one would pay for even a full-time associate. The engagement fee typically escalates as clients move toward due diligence and close. However, our engagement fee is treated as a fully-credited “draw” against any future success fee at the time of acquisition.
The bulk of our compensation is based on the contingency of a closed transaction. A reasonable, market-rate success fee is included once the client has successfully closed a quality deal with the target company. Only a single buy-side engagement fee is required, while multiple success fees may be paid over the life of a long-term engagement.
Pre-approved, ancillary out-of-pocket expenses (e.g. travel) incurred during the length of the engagement will be reimbursed by the client.