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Introduction Fee Agreement
"I need an Introduction Fee Agreement for my business consulting firm based in Auckland, where we'll receive 2% of transaction value for successful introductions to potential merger targets in the New Zealand manufacturing sector, with the agreement starting March 1, 2025."
1. Parties: Identifies and provides full details of all parties to the agreement
2. Background: Sets out the context of the agreement and the parties' intentions
3. Definitions and Interpretation: Defines key terms used in the agreement and establishes interpretation rules
4. Scope of Introduction Services: Clearly defines what constitutes an 'introduction' and the services to be provided
5. Fee Structure: Details the introduction fees, calculation methods, and payment terms
6. Payment Terms: Specifies when and how payments should be made, including invoicing procedures
7. Duration and Termination: Sets out the term of the agreement and circumstances for termination
8. Obligations of the Introducer: Lists the introducer's duties and responsibilities
9. Obligations of the Client: Details what the client must do to facilitate introductions and payments
10. Confidentiality: Provisions for protecting confidential information shared during introductions
11. General Provisions: Standard contractual clauses including governing law, notices, and entire agreement
1. Exclusivity: Used when the introducer has exclusive rights to make introductions in certain areas or to certain targets
2. Non-Circumvention: Added when there's a risk of the client bypassing the introducer for future dealings
3. Success Criteria: Included when fees are contingent on specific outcomes or successful transactions
4. Regulatory Compliance: Required when introductions involve regulated activities or sectors
5. Intellectual Property: Added when proprietary information or IP is involved in the introduction process
6. Dispute Resolution: Optional detailed dispute resolution procedures beyond standard court jurisdiction
7. Force Majeure: Added when needed to address unforeseen circumstances affecting introductions
8. Insurance Requirements: Included when specific insurance coverage is required for the services
1. Schedule 1 - Fee Schedule: Detailed breakdown of fees, including any sliding scales or success-based components
2. Schedule 2 - Target Companies/Individuals: List of specific targets for introductions, if applicable
3. Schedule 3 - Territory Definition: Geographical or market scope of the introduction services
4. Schedule 4 - Introduction Process: Step-by-step procedure for making and documenting introductions
5. Appendix A - Reporting Template: Standard format for reporting introductions and tracking progress
6. Appendix B - Success Criteria Metrics: Detailed metrics for measuring successful introductions if fee is success-based
Authors
Business Day
Client
Commencement Date
Confidential Information
Effective Date
Exclusivity Period
Fee
GST
Introduction
Introduced Party
Introducer
Introduction Fee
Introduction Period
Qualifying Introduction
Services
Success Fee
Target
Term
Territory
Transaction
Successful Transaction
Related Party
Relevant Business
Protected Information
Payment Date
Intellectual Property Rights
Force Majeure Event
Interpretation
Appointment
Scope of Services
Exclusivity
Fee Calculation
Payment Terms
Introduction Process
Success Criteria
Confidentiality
Non-Circumvention
Representations and Warranties
Term and Termination
Force Majeure
Intellectual Property
Data Protection
Assignment
Notices
Dispute Resolution
Governing Law
Entire Agreement
Variation
Severability
Non-Solicitation
Indemnification
Time of Essence
GST
Record Keeping
Reporting Requirements
Relationship of Parties
Financial Services
Professional Services
Real Estate
Mergers & Acquisitions
Recruitment
Management Consulting
Investment Banking
Private Equity
Commercial Property
Business Advisory
Corporate Finance
Technology
Manufacturing
Wholesale Trade
Legal
Business Development
Corporate Development
Finance
Commercial
Mergers & Acquisitions
Strategy
Executive Leadership
Corporate Advisory
Business Operations
Business Development Manager
Corporate Development Director
Chief Executive Officer
Managing Director
Business Broker
Financial Advisor
Investment Banker
Corporate Lawyer
Commercial Director
Chief Financial Officer
Partner
Business Consultant
Relationship Manager
Head of Mergers & Acquisitions
Business Development Executive
Chief Commercial Officer
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