For advisers · Send an opportunity

Five things. No deck.

What the business does, roughly what it earns, where it is, what the owner wants, and who you are. A teaser is welcome and not required. It goes to the person who decides, and you'll hear back either way.

The relationship

How we work with you.

  • Brokers and bankers.Your engagement is yours. We don't go around a fee agreement, and we don't come back after the LOI over ordinary diligence findings.
  • CPAs and attorneys.Financials move under NDA, never through a web form. You're in every conversation that touches the numbers or the documents.
  • Wealth advisors.The structure follows the client's outcome. Every component — cash, a note, an earn-out, a retained stake — is in writing with its reason before your client commits.
  • Everyone.No contact with the client's customers, employees or competitors without permission. One decision-maker. A timeline set at the LOI.
The mandate, on one page

Send us the opportunity.

What the business does, roughly what it earns, where it is, what the owner wants, and who you are. It reaches the person who decides, and you'll hear back either way.

Goes to the person who decides. You'll get a short confirmation by email and can reply to it directly.

Prefer to reach us directly? inquiries@fellwater.com · Call or text (206) 895-7474

What to expect

How we work with you:

  • We honor your fee agreement and never go around you
  • Financials move under NDA, never through a web form
  • You're in every conversation that touches the numbers
  • One decision-maker, and a timeline set at the LOI