A trusted referral network for professionals who advise principals.
When your clients need M&A advisory, capital raising, or cross-border structuring — you introduce them to us.
When our clients need your expertise — we refer them to you. No fee to join. No minimum commitment.
2 min · Ladd & Co.
The Advisory Network - Overview
Watch this short overview to understand how the network works.
Ready to join?
Create your account and complete a short onboarding.
No fee. No approval wait. Takes less than 10 minutes.
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Request Access
Create your account and complete
a short onboarding.
Takes less than 10 minutes.
02
Introduce
When a client situation arises, make an
introduction through the platform.
We handle everything from there.
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Earn
A percentage of the engagement fee on every client you introduce who proceeds. Paid once the firm is paid.
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Firm credibility behind your introduction
Your client is introduced to a firm with $4.7B+ in capital placed
across 37 jurisdictions. Not a freelancer with a LinkedIn profile.
Two-way referral flow
When our clients need your expertise, we refer them
to professionals in the network. It goes both ways.
A share of every engagement
A percentage of the engagement fee when your introduction becomes a mandate. Paid once the firm has been paid by the client.
Zero commitment
No fee,
no minimum activity,
no contracts to negotiate.
Introduce when the situation fits.
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The firm
Ladd & Co. is a private advisory firm representing ultra-high-net-worth families, principals, and private institutions across M&A, capital placement, international structuring, and related mandates.
$4.7B+
Capital placed & advised
50+
Transactions closed
37
Jurisdictions
40,000+
Investors in network
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WHO THIS IS FOR
The Advisory Network is designed for senior professionals who are already advising principals and business owners - and who occasionally encounter situations that require capabilities beyond their own practice.
Private client and T&E lawyers
Accountants and tax advisors
Private bankers and wealth managers
Family office professionals
Business brokers
Independent financial advisors
Ready to join?
Create your account and complete a short onboarding.
No fee. No approval wait. Takes less than 10 minutes.
Request Access