Ladd & Co.

For trusts, estates, and private client counsel. When a private client is contemplating a sale, a capital raise, a cross-border restructure, or the resolution of a sensitive matter — the first call is rarely to a banker or a corporate lawyer. It is to their estate counsel. The relationship is older, the trust is deeper, and the conversation is one they would not have with anyone else. That first call is where the matter is shaped. Whether the outcome is favourable or not is decided in the first 30 days, before any process begins. The role of estate counsel in that window is irreplaceable — but the matter itself often falls outside scope. A sale, a structuring question, a capital raise, or a recovery requires a firm that can take the work from there without disturbing the client's primary relationship. Ladd & Co. is building an Advisory Network of trusted referral partners — T&E counsel, tax partners, family office heads, private bankers — for exactly this moment. The Network gives estate counsel a firm to refer clients to, with a confidentiality standard that matches their own, and where the client's existing professional team remains primary. The relationship is reciprocal. Network members refer matters into the firm. The firm refers matters back into the Network where the work falls outside our scope or jurisdiction. There are no fees, no quotas, and no obligation to participate at any given volume. Members continue to operate their own practice without exclusivity or constraint. We do not advertise the Network publicly beyond this. Membership is by application, the structure is selective, and the framing is institutional rather than transactional. If you advise private clients on trusts, estates, or wealth transfer matters and occasionally need a firm to bring in for the broader work — apply below.

Salespeople and dealmakers. You build your own lists. You prospect every single day. You open cold, you run the meeting, you close. And when the deal signs, the cheque still is not the point of all that work. The people who get paid properly for that exact motion work in high finance. One problem. There has never been a way in. You did not go to Harvard or Wharton. Your father is not an MD. And the actual craft, how investment banking products are priced, pitched and sold, is never taught anywhere. MDs learn it by osmosis, by being in the room for twenty years, and only then might someone hand them the seat. Keep reading and I will tell you: 1. How this works 2. The maths on what the seat pays /// How it works /// We are Ladd & Co., a private advisory and investment firm with nine offices worldwide. We are building out our coverage bench, and we recruit it from outside the industry: proven closers who can originate, open dialogue with owners and principals, and bring engagements into the firm. The programme is called Origination Partners. You come in, claim a coverage cell, your industry and your city, and we equip you with everything that has been gated forever. The brand, the platform, the training, the materials, the investor network, and an execution team behind every deal. You prospect. We execute. You will do what you already do, on our platform: events, cold calling, email sequences run on our infrastructure, Sales Nav, and calls into accounts the firm has already engaged. And you will sell real products: sell-side M&A to founders and families, capital raising to ambitious founders, and buy-side acquisition mandates for consolidators, family offices and funds. Eighteen products in total, one relationship paying you again and again. /// The maths /// One closed lower-middle-market sale carries an engagement fee at signing, a monthly retainer, and a completion fee at close, roughly $570K in firm fees on a single $10M transaction. You earn a tiered share of every engagement you originate, paid within 24 hours of the fee event, and your tier climbs as you close. Hit the pace, five real conversations a day, 150 introductions a quarter, six signed engagements a year with two or three closing, and year one is high six figures. Year two, your tier is up and your book compounds: low sevens. Year three, with an analyst behind you: mid sevens. Year four onwards there is no ceiling, because it is finance, and finance is the one industry where the fees allow it. The maths only works for the people who do the work, and we decline most applicants. This is full time, remote, and for someone who carries themselves a certain way. Someone who wants more and refuses the alternative, which is going back to school or grinding thirty years at a lower-middle firm for the chance to maybe be invited. If that is you, click below and watch the video. It explains the whole thing in full, in detail, including exactly how you join.

For independent capital raisers and placement professionals. You know how to run a process. You have the LP relationships, the issuer instincts, and the discipline to build a book that closes. What most independents lack is the platform underneath — the engagement letter that holds up against an institutional issuer's counsel, the back office to run a structured outreach campaign, the regulatory wrapping to operate cleanly across jurisdictions, and the firm name that opens the LP's calendar in the first place. Ladd & Co. is building an Origination Partner programme for placement professionals in this position. Partners bring capital raise mandates into the firm, retain meaningful economics on every closed transaction, and execute under the Ladd & Co. brand without building a firm of their own. Mandates typically run from $5M to $250M across growth equity, structured equity, private placements, and direct co-investment. The economics are structured to compensate origination properly — 35 to 55 percent of the engagement fee per closed mandate, scaling with tenure and volume. There is no minimum deal flow requirement. There is no exclusivity. Partners may continue to operate their own practice in parallel. The infrastructure includes a deal submission platform, weekly pipeline review, institutional engagement letter, supporting marketing materials, an LP and family office network, regulatory structuring across the firm's nine offices, and direct execution support from senior members of the team. Where co-investment from the firm's network is appropriate, we structure it. Where the right answer is to delay a raise and rebuild the financial story first, we say so. We advertise on this channel because the placement professionals who fit this programme are not at capital markets conferences looking for their next firm. They are running their mandates quietly and looking for a way to operate at scale without giving up the economics or the independence. The programme is by application. The structure is designed to filter for partners who are operationally serious, not curious. If you have a track record of closed placements, an LP network you have built personally, and the discipline to run institutional process — apply below. We respond to every application within 72 hours.

Hi %FIRSTNAME%, You're already sourcing serious deals. The difference between a broker's commission and an advisory fee is the firm running the transaction behind you. Ladd & Co. is that firm: M&A, capital placement, and co-investment for UHNW principals and institutions, nine offices, behind every mandate you bring. You originate. We execute. You're paid on the close, on advisory terms. See how it works → laddco.com/partners Or read more below.

Hi %FIRSTNAME%, You're finding the deals. Closing them takes a brand, an investor network, and an execution team most boutiques don't have. That's what we are. Ladd & Co., a private advisory firm covering M&A, capital placement, and co-investment for UHNW principals and institutions, across nine offices. We're opening our origination network to a small group of senior dealmakers. You originate. We execute. You own the upside. See how it works → laddco.com/partners Or read more below.

Hi %FIRSTNAME%, When a mandate gets serious, the client wants an institutional name behind it. As an independent, that's the deal you risk losing. Ladd & Co. gives you that name: a private advisory firm covering M&A, capital placement, and co-investment for UHNW principals and institutions, nine offices globally, behind every deal you bring. We're opening our origination network to a small group of senior dealmakers. You originate. We execute. You own the upside. See how it works → laddco.com/partners Or read more below.