Capital Review
One major decision: relevant capital, liquidity, two or three routes on shared assumptions and a GO / NO-GO / WAIT memo. 10–15 business days after prepayment and the core documents.
International clients: from $15,000; typically $25,000–50,000. A separate price list, not a currency conversion.
Capital Desk
Ongoing analysis, liquidity planning, decision preparation, execution oversight and a second opinion for families and offices.
$10,000–40,000/month
Project mandate
Sale, purchase, lease or ownership restructuring, with accountability for the process and the numbers. Work requiring a licence uses licensed partners disclosed upfront.
Fixed fee + 0.5–1.5% success fee. The mandate success fee is paid by the client under the contract; if a counterparty pays any part of it, that is stated in the contract and disclosed before the deal.
The first conversation needs no documents. Documents move securely after an agreement and NDA.