Introduce a client, with confidence.
Wealth managers, private bankers, corporate-finance and M&A advisers, brokers and family offices: introduce a shareholder who holds a concentrated listed position to Black Haven — under a written, confidential and remunerated arrangement.
The benefits of partnership.
Revenue opportunity
A referral fee on successful, funded transactions, calculated as a share of the principal amount funded.
Access to structured finance
Offer clients non-recourse financing secured by listed equity — an alternative to selling or traditional lending.
Client retention & value
Add value to your client relationships without competing with your core advisory or investment activities.
Non-exclusive
You remain free to refer whom and when you choose, and to work with other providers.
Transaction-by-transaction
No ongoing commitment or exclusivity; each referral is assessed independently, and the fee is payable only on funding.
Discreet & confidential
All referrals and discussions are handled in strict confidence, under appropriate non-disclosure protections.
From a name to a funded facility.
You tell us, in confidence, that a client holds a concentrated listed position and may want liquidity. Once a short mutual NDA is in place you make the introduction; we take the client through indicative terms, structuring and funding, and keep you informed at each stage.
A short introducer agreement, before any name is shared.
Every introducer relationship is set out in a brief written agreement signed before a client is named. It defines what counts as an introduction, how you are remunerated, confidentiality and non-circumvention, and how long an introduction stays registered to you.
Remunerated on completion.
Introducers are remunerated under that agreement — typically a one-off introduction fee or a share of the facility’s arrangement economics, agreed in writing up front and paid once the client is funded. There is never a charge to you, and nothing is asked of your client beyond the facility itself.
Mutual NDA and non-circumvention.
We sign a mutual non-disclosure and non-circumvention agreement before you disclose a client. Your relationship is protected: we do not approach your client for other business, and your introduction is not shared outside the transaction team.
Your introduction, logged and protected.
Each introduction is registered to you on receipt and remains attributed to you for the period set out in your agreement — so a successful financing is credited to you even if your contact at the client changes.
Concentrated holders of listed companies.
The strongest introductions are founders, executives, controlling or substantial shareholders and family offices holding a concentrated position in a liquid listed company, in any of our 44 markets. We act for professional and institutional counterparties only.
Frequently asked.
01Is there a formal introducer agreement?
02How and when am I paid?
03Will you approach my client directly?
04Who can I introduce?
A client to introduce?
Write to us in confidence; we put the agreement in place before any name is exchanged.