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We’ll confirm fit quickly and protect your relationship.
Goldmont Consulting
Advisor Referral Program
Refer Goldmont when a team needs to derisk M&A and deliver value faster—with transaction support that’s practical, fast, and accountable.
Trusted by operators, investors, and founders navigating complex transactions.
Please avoid sharing confidential information until an NDA is in place.
Overview
Decision-ready artifacts, not slide noise.
You’re introducing a relationship—not a data room. We’ll confirm fit quickly, align on the decision date, and ship concrete outputs your client can take to leadership.
Clarity, first
Thesis, tradeoffs, and constraints made explicit—so teams don’t drift.
Timeboxed execution
Short cycles with checkpoints and decision gates—built for tight timelines.
Built for operators
Clear cadence and ownership—owners, milestones, and metrics that survive handoff.
NDA available anytime.
We routinely operate under strict confidentiality and align to client info-security requirements. Share only high-level context until we’re under NDA.
Best-fit referrals
When to introduce us
Best when the decision is time-bound and the plan needs to survive contact with operators.
Common moments
- Early diligence: pressure-test the thesis, surface risks early, and shape a realistic Day-1 / Day-100 plan.
- Pre-close: operating model + synergy planning tied to the deal model.
- Post-close: stand up execution governance and workstreams to capture value.
- Separation / carve-out: reduce separation risk and keep the business running.
Who we support
- Corporate development + business unit leaders
- PE operating teams + portfolio leadership
- Deal teams that need diligence and integration planning to move together
This is likely not a fit if
You want a long strategy study without an execution lane, or you need full confidential datasets up front. We start lightweight and stage-gate as the decision becomes clearer.
What we deliver
Referral-ready modules
Start with one module—or bundle into an end-to-end engagement. We scope to the decision your client needs to make by a specific date.
Commercial Due Diligence
Validate the market story and revenue reality behind the investment thesis.
- Market landscape, growth drivers, and implications
- Customer and competitor insights tied to the revenue model
- Thesis risks, leading indicators, and a clear go/no-go view
Technology Due Diligence
Make technical risk explicit so it doesn’t surprise you after close.
- Architecture, scalability, and reliability assessment
- Security posture and practical risk mitigations
- Integration/modernization constraints and effort drivers
Operating Model & Synergy Plan
Turn synergy targets into an executable plan with owners and milestones.
- Synergy hypotheses → quantified initiatives with accountable owners
- Operating model and governance recommendations
- Value-capture cadence: metrics, reporting, and decision forums
Post-Merger Integration (Day-1 / Day-30 / Day-100)
Align teams quickly and ship the integration plan without chaos.
- Day-1 readiness plan and communications checklist
- Day-30 stabilization priorities and issue tracking
- Day-100 execution plan with milestones, owners, and metrics
Separation & Carve-Out Readiness
De-risk separation decisions and create a practical execution path.
- Separation scope and dependency map
- TSA and timeline considerations (high level)
- Cutover plan, governance, and critical risk mitigations
Prefer to start small? We can scope a fixed-fee sprint with clear decision gates.
How it works
A simple 3-step path from intro to proof
Keep it high-level at first. We’ll confirm fit, define the smallest useful scope, and ship decision-ready artifacts on a tight cadence.
Frame the outcome
You share high-level context, the constraint, and the decision date. No confidential docs.
Output: quick fit check + next-step recommendation.
Confirm the smallest useful engagement
We propose a tight scope (often a sprint or pilot) with explicit deliverables and decision gates.
Output: 1-page plan with deliverables, timeline, and data needs.
Ship decision-ready artifacts
Short cycles, visible drafts, clear owners—so leadership can move with confidence.
Output: operator-ready plan with owners, milestones, and metrics.
Fast follow-up.
We typically respond within 1–2 business days. If there’s a hard deadline, note it in the referral.
Referral recognition
Transparent, policy-friendly recognition
We keep recognition simple, fair, and compliant with your firm’s policies. If your policy prohibits referral fees, we can use a compliance-friendly option—or skip recognition entirely.
Option A
Fixed referral fee
A fixed referral fee after the first paid invoice. (Placeholder: $X)
Option B
Percentage (capped)
A percentage of the first engagement fee, capped. (Placeholder: Y% · cap $Z)
Option C
Compliance-friendly alternative
Charitable donation or client credit, when required by policy or regulation.
Rules (kept explicit)
- Recognition applies only to qualified referrals that result in a signed engagement.
- Conflicts and disclosures apply; we follow your firm’s guidelines.
- Timing and method are confirmed in writing before kickoff.
Amounts and selection criteria can be finalized after legal/finance confirmation.
FAQ
Fast answers, then move with confidence.
Clear expectations on fit, confidentiality, and how we work—so you can make the intro cleanly.
Who qualifies as an advisor? +
Anyone introducing Goldmont in a professional capacity (operator, investor, intermediary, or trusted connector), subject to your firm’s policies.
What counts as a valid referral? +
A first-time introduction that leads to a qualified opportunity and a signed engagement. If the contact is already in active discussion with Goldmont, we’ll disclose that promptly.
When should we involve you in a deal? +
Ideally during early diligence—so we can pressure-test the thesis, identify synergy and integration risks, and shape a realistic Day-1/Day-100 plan.
We also plug in pre-close for readiness planning, and post-close to stand up governance and execution workstreams.
Can you work under NDA and strict confidentiality? +
Yes. We routinely operate under NDA, limit distribution, and align with data-handling requirements. We keep early conversations high-level until confidentiality is in place.
Do you work with corporate buyers and private equity? +
Yes—corporate development and business leaders, plus PE operating teams and portfolio leadership.
How do you price engagements? +
We scope to the decision and timeline. Diligence and planning are often fixed-fee sprints; post-close execution can be retainer or milestone-based.
My firm prohibits referral fees—what then? +
No problem. We can use a compliance-friendly option (charitable donation or client credit) or provide no recognition.
Can I refer multiple contacts at the same firm? +
Yes. Include each contact in the referral form, or submit multiple referrals.
Partner enablement
Affiliate Partner Enablement Assets
Use these to make clean intros and set expectations—without over-sharing. Keep details high-level until NDA.
Executive Value Brief
Shareable overview of Goldmont’s approach and outcomes—great for warm intros.
Tip: forward the “Copy link” URL. Keep deal specifics high-level until NDA.
Goldmont One-Pager
What we do, where we fit, and how we engage—built for quick forwarding.
Replace the href with your Webflow-hosted file URL.
Fit Checklist
When to loop us in (diligence, PMI, carve-outs) and when we’re not a fit.
30-Day Engagement Snapshot
What the first 30 days look like—cadence, artifacts, owners, and decision gates.
Intro Talking Points
Short bullets you can use live or via email to position Goldmont clearly.
Submit
Submit a referral
Share the basics. We’ll confirm fit and recommend next steps. Please avoid confidential details until an NDA is in place.
Ready to make an intro?
Clear deliverables, tight scope, and a cadence leaders can run—without slowing down the deal.