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First Meeting

Our first meeting involves introductions & discussions around the experience of both parties to determine next steps.
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Information Exchange

A mutual NDA will be signed between both parties, and information will be shared to determine  where we can provide expertise.
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Contract Execution

Once the information is reviewed by us, we will make a proposal on where we can deliver the best value for the client, and we will enter an engagement or partnership to move forward together.
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Contract fulfillment

Depending on the scope of the engagement of partnership we will take appropriate actions to deliver as the terms of our commitment to our clients & partners.
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Equity / Debt / Purchaser / Fund Closing

Whether we are retained to assist in the capital component of a large scale development project, assist in arranging the construction financing, or with a capital introduction for your upcoming fund, we aim to exceed our clients expectations.
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Terms

Once we have brought the right parties to the table we must finalize the details with a contract that meets both sides legal counsels considerations so that we can complete the assignment/s.
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Closing

Once we have firmed up the details, we must deliver, and the parties must deliver on their promises to each other.