Professional Partnerships
Your client relationship. Our transaction infrastructure.
For Chartered Accountants, Company Secretaries, family offices, founder advisers and professional intermediaries: a specialist execution desk that sits behind your name — never across your relationship.
The Premise
Every serious transaction begins with a person who noticed.
Before the term sheets, the diligence and the signatures, there is someone with the relationships and the instinct to sense that a business is ready for its next chapter. Capital is abundant. That instinct is rare — and it usually belongs to the professional who has served the client for years.
The partnership is built on a simple division of labour: you supply the instinct and the relationship; we supply the structuring, the compliance, the investors and the execution. You remain the client's adviser throughout. We remain your specialist desk.
In Writing, Before Anything Begins
We carry the weight. You keep the relationship.
A partnership is only worth having if it makes your practice stronger. These commitments are agreed in writing at the start of every referred opportunity.
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Your client stays yoursWe never go around you. Interaction boundaries are agreed before the first conversation and honoured after the last.
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Transparent economicsA fee-share agreed in writing, built to reward the person who found the opportunity. Generosity is the intent, not the exception.
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Confidentiality as defaultEvery opportunity is assessed under discretion — whether or not it proceeds, and whether or not it is ever spoken of again.
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Specialist execution behind your nameStructuring, diligence coordination, regulatory work and investor access — delivered as though it were your own desk.
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An honest read, quicklyBring us an outline and one line of context. You will get a clear view either way — so you never spend credibility on a poor-fit opportunity.
Mechanics
Four steps, no ceremony.
Outline
Send the basics: what the company does, its recent numbers in broad strokes, what it is trying to achieve. No documentation is needed at this stage.
Assessment
We place the opportunity against the routes we work — private capital, IPO, debt, listed-entity — and give you an honest read on fit, either way.
Agreement
If it fits, boundaries and economics go into writing before anything else happens: how your client is engaged, and how the fee is shared.
Execution
The desk takes the weight — structuring, compliance, investors, closing — while you remain the adviser your client sees beside them.
For Working Partners
The Partner Field Guide.
A short, private document that puts our screening lens in your hands: how to recognise a Velmax-fit opportunity in a single meeting, the questions that reveal a real one, and exactly what to send us first.
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Five doors, one quick readThe routes we work, and the minimum that makes each one real.
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Ten questions that reveal a real opportunityAsk them in any order; within one meeting you will know whether to bring it to us.
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A message you can send a promoter todayA ready format that gathers what we need without straining the relationship.
Begin