This determines the documents and information we'll need from you. You'll be protected by a signed NCNDA before anything sensitive is exchanged.
Before any counterparty detail is exchanged, both sides agree to keep information confidential and not to circumvent the firm or any party it introduces. Please review and sign to continue.
Plain-language summary — the binding instrument is executed through the firm's documentation processThis Agreement is between Partners Advisory (the “Firm”) and the person or entity signing below (the “Counterparty”, here a prospective buyer). Either may act as the party disclosing information (“Discloser”) or receiving it (“Recipient”). It governs information shared while exploring one or more privately negotiated secondary transactions in the securities of private companies (the “Purpose”).
Information either side shares for the Purpose and treats as confidential — including the identities of issuers, sellers, buyers, brokers and intermediaries; transaction structures, pricing, fees and process; due-diligence, KYC and beneficial-ownership materials; and the Firm’s methodologies, valuations, pipeline and network — in any form, together with any notes derived from it.
Any issuer, seller, buyer, broker, intermediary or other counterparty whose identity is first disclosed to the Recipient by the Discloser in connection with the Purpose.
The Recipient will keep Confidential Information confidential, use it only for the Purpose, and share it only with advisers and representatives who need it for the Purpose and are bound by equivalent confidentiality terms. The Recipient is responsible for any breach by those people, and will not attempt to reverse-engineer the Firm’s models, pricing or network.
The Recipient will not, directly or indirectly, contact, solicit, negotiate with, or transact with any Introduced Party in connection with the Purpose — or use Confidential Information to bypass the Firm’s agreed economic role in any introduced transaction — except through the Firm or with its prior written consent. A genuine, documented relationship pre-dating the introduction is carved out, provided the Recipient notifies the Firm in writing within five (5) business days and can evidence it; the burden of proof rests with the Recipient. This obligation survives for twenty-four (24) months after the Agreement ends.
Neither side will disclose that information has been shared, that discussions are taking place, or the terms or status of any negotiations, without the other’s written consent.
Confidential Information may be material non-public information about an issuer. The Recipient will not trade in any issuer’s securities on the basis of it, will maintain reasonable information barriers, and will comply with applicable securities laws.
Information may be shared through, or in coordination with, a registered broker-dealer or other regulated intermediary representing the Firm or a seller. The obligations here apply equally to that information, and the Recipient will not contact such an intermediary directly about an introduced transaction without the Firm’s prior written consent.
Information is provided “as is”, without warranty. Nothing here is an offer, solicitation or recommendation regarding any security. Any transaction requires separate definitive documentation, and the Recipient will conduct its own independent diligence.
Because money damages may not be sufficient for a breach, the Discloser may seek injunctive relief and specific performance, in addition to any other remedy, without posting bond.
This Agreement creates no partnership, joint venture, agency or fiduciary relationship; each party acts independently.
Confidentiality and non-use apply for two (2) years from each disclosure (and in any event end five (5) years after signing), except that Section 4 (Non-Circumvention) survives as stated above. This Agreement is governed by the laws of the State of New York, may be signed electronically, and binds each party’s successors and permitted assigns.
Thank you for signing the Mutual Non-Disclosure & Non-Circumvention Agreement. We can now securely proceed in confidence.
Your affirmation is recorded with this timestamp. A countersigned copy — annotated with your IP address — is issued to your email and to the firm at office@partnersadvisory.com once execution is completed through the firm's documentation process.
Our engagement model is built for qualified counterparties. This confirmation is required before any deal-specific information is exchanged.
The criteria below classify your mandate so we can match it precisely and confidentially.
Generated from your mandate. Review the terms, then sign below to complete your buyer profile.
Non-binding template — definitive terms are documented under supervisionThe undersigned (the “Buyer”) expresses a good-faith, non-binding intention to acquire the following secondary interest, to be progressed confidentially through Partners Advisory:
Counterparty identity is optically redacted in this preview. Your true details are captured securely by Partners Advisory and disclosed only under NCNDA.
This Letter of Intent is non-binding and creates no obligation to transact. Any transaction is subject to identification of a suitable counterparty, definitive documentation, due diligence, proof of funds, and applicable securities laws and supervision. Proof of funds is not required now — it will be requested once credible, matched opportunities are presented.
Your Letter of Intent has been received under the signed NCNDA. The only step remaining is proof of funds — which we will request once we bring you credible, matched opportunities.
Reference: PA-000000
We review your mandate against current and incoming opportunities.
When we have a credible, matched block, we present it to you confidentially.
Proof of funds is then requested to confirm capacity, and engagement progresses under supervision.