Vancouver, British Columbia · Plan · Capital · Follow-through
LEGATISExecutive Partners
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Every enquiry is read and answered personally within two business days. No obligation, and nothing you share is used for anything but responding to you. Prefer a call? Leave a number.

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Direct
OfficeVancouver, British Columbia
Meetings by appointment
For M&A firms, dealers and lenders Select the partner option in the form or email directly with "Partner enquiry" in the subject line. We are glad to share our referral agreement framework and discuss how mandates are prepared. How we work with partners →
Existing clients Engagement documents, the Gameplan tracker and secure messaging are available in the Client Portal. Sign in to the Client Portal →
What happens nextA short call to understand the situation, followed, where there is a fit, by a proposal for a Risk & Opportunity Analysis and a draft Fee Letter.
ConfidentialityWe will sign a non-disclosure agreement before receiving financial or commercially sensitive information, if you prefer.
No fit, no pressureIf we are not the right advisor, we will say so and, where we can, point you to someone who is.
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Leave a number and a good time. The managing partner calls you back within two business days, and there is no obligation on either side.

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