Intermediaries / Finders Fees

by a searcher from Columbia University - Columbia Business School

5 years ago

We are starting to reach out to intermediaries (CPAs, lenders, RIAs, etc).  Do people typically offer finders fees for deal referrals from these types of intermediaries?  What is market?  Also, do you typically do an introduction call after sending the initial email, or do you just email them and do periodic follow ups?  Any other suggestions for this channel for deal sourcing? Thanks in advance!

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professional from William Mitchell College of Law

Finders fees may be illegal so check with a lawyer who understands securities law. It’s a complicated subject and often depends on whether the help is in finding the business (ok usually) or the money (not ok usually if a security like equity). On the company referral side, I think most deal professionals (cpa’s, lawyers) don’t ask for finders fees, they just want the work and may be happy to connect you. We do this often. Good luck

5 years ago | like reply | 5 likes

professional from Georgia Institute of Technology

you should check out www.interexo.com . Almost all available deals are there (over 3800 deals) and it is free to sign up.

5 years ago | like reply | 2 likes

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