Credit · Private equity · M&A pricing
ManagementForce charges per financial account — because every account is continuously monitored, reported on, and maintained in a state of capital-markets readiness. That ongoing work is what enables just-in-time RFPs, private equity transactions, and institutional capital market situations.
What you are paying for
The per-account fee is not a licensing charge — it reflects the ongoing work ManagementForce performs across every financial account your firm manages. That continuous effort is what makes just-in-time capital markets engagement possible.
Revenue performance, earnings trends, and account-level signals tracked continuously — not assembled on demand when a transaction surfaces.
Structured reporting on revenue and earnings across your account base — the governed information layer that capital markets participants require before engaging.
Because monitoring is continuous, your firm can respond to private equity inquiries, investment banking introductions, and credit situations with current, governed information — not a static package built under pressure.
Continuous readiness translates directly into faster engagement with private equity firms, investment banking networks, and institutional capital market situations through the ManagementForce two-sided network.
Growth
$20
per financial account / year
Continuous financial data monitoring and earnings management for every account — keeping your firm ready to engage private equity, investment banking, and institutional credit at any time.
Scale
$30
per financial account / year
Deeper orchestration across a larger account base — sustaining continuous monitoring and transaction readiness for complex PE investment processes, credit facilities, and IB relationships.
Enterprise
Custom
enterprise pricing discussion
Enterprise-scale continuous monitoring, reporting, and capital markets readiness across a large account base — with tailored integration and strategic implementation planning.
Transaction success fee
20%
of the traditional double Lehman formula fee
A transaction-based success fee for qualifying financial transactions — PE investments, IB introductions, private placements, and institutional credit situations — conducted through the ManagementForce network.
Transaction success fee
For qualifying financial transactions conducted through ManagementForce, the success fee equals 20% of the fee calculated under the traditional double Lehman formula.
10%
8%
6%
4%
2%
The traditional double Lehman formula produces a $300,000 fee, a blended rate of 6%. ManagementForce's transaction success fee is 20% of that calculated amount.
Traditional double Lehman formula fee
$300,000
ManagementForce transaction success fee (20%)
$60,000
Pricing questions
Pricing is based on the financial accounts managed by your firm. We will confirm the applicable account volume and tier together during your pricing conversation.
Your pricing can move with your managed account volume as your firm grows. We will work with you to plan the appropriate tier transition.
Enterprise pricing is designed around your account volume, integration landscape, operating model, and strategic requirements.
Strategy conversation
Tell us about your firm, account volume, and capital strategy priorities — credit financing, private equity, or M&A. We will help shape the right ManagementForce approach.
