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While every situation is unique, below are typically how we engage with new potential Clients:

1. Understanding Client Objectives: We start with a non-committal discussion to find out Client’s needs and objectives and how we can serve them. We can sign a Non-Disclosure Agreement for more comfort and protect proprietary information.

2. Discussing Preliminary Advisory Solutions: Midas Advisory will provide a roadmap on alternative solutions and an estimate of fees based on a clear idea of Client’s objectives and the volume of work required.

3. Engagement Agreement: Should the Client decide to mandate us, we will lay out the scope of the advisory work, deliverables, outcomes and time-frames, and setting out each party’s responsibilities via an Engagement Agreement which would be tailored specifically to Clients’ needs and most importantly give the Client the flexibility they need.

4. Advisory Mandate Officially Commences

5. Closing and any follow-up work if applicable.

Below we depict a general idea relevant to transactional mandates with the Approximate Timelines reflecting the deal cycle from the time an official engagement commences with a Client until transaction closing, and the Investment Process reflecting the deal cycle from the perspective of professional investors.

In order to understand the Client’s objectives and the business plan we always need to conduct a high level due diligence to ensure the following:

  • a) Project is viable
  • b) Profile of company would be suitable for our investment partners
  • c) Create a level of awareness that allows us to market the project efficiently and professionally
  • d) Evade speculative enquiries that are scanning the market for price discovery and financing possibilities without being 100% serious and committed
  • e) Onboard Clients that have realistic expectations and valuations

Most cases will require an exclusivity for a specific duration of time and/or geography unless there is a good business case why this should not be the case.



A retainer is waived in circumstances where the Client uses their own resources to create business plans, feasibilities, investor memorandums and executive summaries.

Where applicable, our retainer ranges from £10,000 to £500,000 depending on the nature of the engagement and volume and intensity of work required. This is typically paid upon official engagement for the lower amounts or in installment schedules for higher amounts and in some cases it is deferred to be due along with the transactional/ intermediation fee(s).

And for transactional mandates we charge an “intermediation fee/success fee” that ranges from 2% - 5%, depending on the size and nature of the transaction, payable only after the funding is executed and credited.