Originators
Present an opportunity and the context in which they are authorised to do so.
Partnerships
Professional relationships for needs requiring different specialisms.
In this insight
Where collaboration fits
Preparing a transaction, adding specialist expertise or presenting an opportunity are different relationships. A collaboration proposal needs to identify each participant’s contribution and the work under discussion.
Funds, lenders and investors
Collaboration may involve assessing a need, preparing information and discussing a transaction. Describe your investment criteria, transaction types and assessment process.
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The business assesses its needs and the terms. 333 participates within its scope; lenders and investors retain their assessment and decision.
Firms and specialists
Work requiring complementary expertise needs distinct scopes, deliverables and responsibilities. Describe your field, intended contribution and situations where collaboration would be relevant.
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Information exchange, participation in client work and access to documents depend on the purpose and conditions defined for each engagement.
Origination, referrals and representation
Commercial partners
Propose referrals or a commercial relationship, with distinct roles and terms.
Representatives
Acting on behalf of an organisation requires authorisation and defined representation limits.
Building the relationship
Introduction
Modality, field of work, organisation where applicable and a summary of the proposed contribution.
Assessment
Relevance to the work, delivery capacity, participants and handling of information.
Definition and formalisation
Scope, responsibilities, authorisation and terms of the relationship before execution.
Submitting a proposal does not establish a partnership or authorise representation. Commercial terms depend on the relationship actually agreed.
Propose a partnership
Provide your name, email, modality, field of work and a summary of the proposal. Identify the organisation where applicable. You can review and edit before submitting.
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Do not send client lists, contracts or confidential documents in the initial contact. The form records the request to assess the matter and continue the conversation.
Propose a collaboration
Describe your field of work and the contribution you would like to bring.
Propose a partnership