All capabilities
A private-company transaction needs the right specialist at the right moment, briefed properly, with one point holding the coordination.
For clients
We define the need, identify specialists who fit it, and stay involved through execution. Scope is agreed before any introduction. While the network is being built, introductions are made case by case.
For partners
The intended model is a relationship-driven network around privately held business transitions, with each introduction carrying context, a defined scope and a client prepared for the conversation.
Categories describe the work, not a roster. No partner is named or displayed until that relationship and its permissions are in place.
This standard is proposed, not yet operational. It is published here so it can be reviewed and agreed before any specialist is introduced under it. No specialist has yet been vetted against it.
Current licensing and credentials for the discipline, to be verified before any introduction.
Privately held experience to be demonstrated and reviewed before introduction.
Written confidentiality obligations intended to survive the engagement.
A response expectation to be agreed in writing, because transaction timelines do not wait.
Professional liability coverage appropriate to the discipline, to be confirmed before introduction.
Conflicts to be checked and disclosed before an introduction, not after.
Scope and fee to be stated in writing to the client before work begins.
Work to be reviewed against what was scoped, with us accountable for the introduction we made.
Direct communication with the client, to be kept clear and documented.
Each professional is engaged directly by the client and remains solely responsible for their own professional services. We coordinate the engagement but do not assume professional responsibility for another professional's work, and we do not provide legal, accounting, tax or securities advice. Any referral compensation arrangement is disclosed in writing before an introduction is made. The compensation model for each partner category is still being set and is not represented as final on this page.
For a confidential inquiry, call (312) 772-4998 or send a private note.
