Corporate finance deal referral tracking

Manage introducer relationships and track deal referrals for M&A advisers. Maintain compliance across complex transaction networks.

Corporate Finance Referral Management

For corporate finance advisers, deal origination through professional referrals is critical to building a sustainable pipeline. Introductions from accountants, lawyers, and private equity professionals often lead to the highest-value mandates — but managing these relationships requires discretion and professionalism.

Compliance: Deal confidentiality, client consent, regulatory requirements