Cardinal Equity Partners understands the critical role an intermediary can play in the sale or recapitalization of a business. We rely heavily on intermediaries for opportunities to view businesses for sale, as well as for assistance in occasionally selling our own investments. As such, we recognize the value you bring to the deal process.

Our guiding principals in regard to intermediaries:

  • We will gladly pay standard buyer fees (Lehman formula) if agreed upon in advance and where the seller is not obligated to compensate the intermediary.
  • We will give you a very fast response on new opportunities (our goal is one week or less). If we are not interested in a particular transaction, we will strive to give you other ideas of groups or individuals that may have greater interest.
  • We will be professional in our approach to your client and respectful of your time, striving to put all material requests in written and organized form.
  • We will keep you informed as we progress through the due diligence process, informing you immediately of any “deal breaker” issues.
  • If the intermediary is a service provider to the seller, we will strive to retain that relationship post-closing.
  • We will only issue Letters of Intent on situations where we are confident we can close the transaction. We have never been in a situation where we could not close a transaction due to our inability to get financing.
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