Referrals

Trocadero works primarily through direct introductions. Referrals are most useful when an advisor, founder, investor, or operator identifies a situation where independent financial consulting is required at a decision point.

When referrals are relevant

Referrals are most relevant in situations involving:

In these contexts, the quality of the introduction matters more than volume. Referrals are expected to be deliberate and informed.

Referrals are most relevant in situations involving:

A company sale or partial exit

A fundraising process

A change in ownership or shareholder structure

If you are considering making an introduction, a short conversation is sufficient to confirm relevance and structure. Contact Trocadero to discuss a potential referral.

Referral Compensation

20%

20%

of success-based fees earned by Trocadero

When a referral results in a completed acquisition, or a completed fundraising, the referrer is entitled to 20% of the success-based fees earned by Trocadero on that engagement.

Terms are confirmed before the introduction is made.

A company sale or partial exit

A fundraising process

A change in ownership or shareholder structure

When referrals are relevant

Referrals are most relevant in situations involving:

A company sale or partial exit

A fundraising process

A change in ownership or shareholder structure

In these contexts, the quality of the introduction matters more than volume. Referrals are expected to be deliberate and informed.

A short conversation is usually enough to confirm whether the situation is relevant and how the introduction should be handled.

Referral Compensation

20%

20%

of success-based fees earned by Trocadero

When a referral leads to a completed acquisition, sale, partial exit, or fundraising process, the referrer may receive 20% of success-based fees earned by Trocadero on that engagement.

Terms are confirmed before the introduction is made.

Independent financial consulting

for business owners at decision points.

© 2026 Trocadero Ltd. All rights reserved.

Independent financial consulting

for business owners at decision points.

© 2026 Trocadero Ltd. All rights reserved.

Independent financial consulting

for business owners at decision points.

© 2026 Trocadero Ltd. All rights reserved.