Every engagement begins with a focused consultation. We evaluate your objectives — whether capital access, partnership development, expansion, or alternative asset opportunities — and identify how Friedman Global can best support your goals within our global network of verified brokers, investors, and strategic partners. Confidentiality and non-circumvention are established from the outset to ensure transparency and protection for all parties.

Our team reviews your project details, business structure, and funding or partnership requirements. We assess which strategic pathway — advisory, capital introduction, or joint-venture facilitation — aligns with your goals. This phase defines clear expectations, engagement structure (retainer, commission, or success-based), and compliance documentation before introductions are made.

Once qualified, Friedman Global initiates targeted introductions within our private network of lenders, brokers, investors, and partners.
Our role is to facilitate communication and coordination, ensuring both sides receive verified, accurate information for evaluation.
Clients authorize Friedman Global to share necessary information with relevant parties strictly for due diligence and funding review purposes.

Upon a successful closing, funding, or transaction, Friedman Global earns a success fee based on the loan amount, capital raised, or transaction value — clearly stated in writing before introductions occur.
We do not guarantee any transaction outcome; all parties are responsible for their own legal, financial, and regulatory due diligence prior to engagement or execution.

Following successful facilitation, Friedman Global remains available for continued advisory support — including deal monitoring, partnership optimization, and new opportunity alignment. This ensures each client relationship evolves with precision, compliance, and sustained value creation.