This Shoot the Moon podcast episode discusses the differences between contingent and non-contingent brokers in the M&A advisory space. Contingent brokers work on a success-fee basis, aligning payment with results, but face high risks and lower success rates. Non-contingent brokers, like Revenue Rocket, charge a retainer and success fee, sharing risks and maintaining higher success rates. This episode emphasizes the importance of exclusive, proactive representation for better deal outcomes..

Shoot the Moon with Revenue Rocket

[email protected] (Matt Lockhart, Ryan Barnett, Mike Harvath)

Contingent Brokers vs. Retained Advisors

SEP 20, 202425 MIN
Shoot the Moon with Revenue Rocket

Contingent Brokers vs. Retained Advisors

SEP 20, 202425 MIN

Description

KEY HIGHLIGHTS OF THIS EPISODE:

  • Definitions and Roles of Brokers
  • Understanding fee structures on the buy side and why it matters
  • retainers & fees
  • Revenue Rocket's Model (Retained Advisor) vs. Contingent Brokers
  • Exclusivity and Opportunistic Nature of Contingent Brokers
  • Referral Fees and Market Dynamics
  • Contingent vs Retainer based - expectations for success

 

RELATED EPISODES:

Episode 125: Value of an Industry Specific M&A Advisor. Listen now >>

Episode 92: Why You Should Take the Call from an M&A Advisor. Listen now >>

Episode 91: M&A Fees: What to Expect Before, During, and After Close. Listen now >>

Listen to Shoot the Moon on Apple Podcasts or Spotify.

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