Guides
How the desk works.
Short, practical explainers on the way a mandate runs — what a buy-side or sell-side appointment commits you to, how the success fee is built, and why nothing identifying leaves the desk before an NDA is signed — each linked to the templates that put it into practice.
General information only, not legal advice. Engage qualified counsel in the relevant jurisdiction before acting.
How brokerage mandates work
What it means to give the desk a buy-side or sell-side mandate — exclusivity, what the broker actually does, when a fee is earned, and the tail that protects the introduction after the mandate ends.
Read guideThe Lehman fee scale, worked through
The 5-4-3-2-1 success-fee formula the desk uses — what each tranche means, a worked example on a USD 6M deal, how earn-outs and debt are counted, and why a minimum fee is common.
Read guideNDA-gated deal disclosure
Why nothing identifying leaves the desk before an NDA is signed — how the anonymised teaser works, what the NDA actually protects, the no-contact and anti-circumvention rules, and the order documents come in.
Read guideFrom teaser to close: the deal flow
The full arc of an intermediated deal on this desk — submit a mandate, screen and match counterparties, gate disclosure, agree terms and complete — and which document does the work at each step.
Read guideReady to put a guide into practice? Prepare the matching deal document in minutes.
Browse deal documents →