The first step involves a full discussion of the proposed transaction, and a preliminary review of basic corporate and financial data, to insure complete understanding of the client's desired outcome. This is conducted on a no fee basis, and is treated as a necessary de facto investment in the potential transaction opportunity.
Once LCP and the company have agreed on the form of the transaction, and once LCP is in a position based on a review of the data to determine that there should be a fit with funders in the LCP network, LCP and the Client enter into an Engagement Agreement which defines the scope and nature of the work and the desired transaction.
LCP is typically compensated on a Work Fee basis to complete the documentation, funder identification and negotiation and transaction completion, and is paid a Completion Fee upon final completion of the deal. Fees will vary widely depending on the nature and components of an individual transaction.
© COPYRIGHT 2013 LAMBRIDGE CAPITAL PARTNERS. ALL RIGHTS RESERVED.
