Services — Advisory Engagement

Advisory Retainer

Strategic Financial & Transaction Advisory Mandate

Institutional-level advisory engagement for cross-border finance, trade operations, digital assets, and capital-intensive transactions.

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What It Is

What Is an Advisory Retainer?

Genesis Capital Advisory Retainer is a structured engagement format under which we act as a strategic financial architect for our clients.

Unlike one-off consulting, the retainer model provides ongoing access to transaction structuring, institutional positioning, and risk-aligned execution guidance.

The mandate ensures continuity, discretion, and structured execution.

Scope of Engagement

Scope of Engagement

01

Strategic Structuring

  • Cross-border transaction architecture
  • Trade finance modelling
  • Capital deployment frameworks
  • Digital asset / fiat bridge structures

02

Institutional Transaction Advisory

  • Deal packaging and positioning
  • Documentation review
  • Financial instrument analysis (SBLC, BG, MT760, MT199)
  • Negotiation alignment

03

Risk & Compliance Layer

  • Transaction risk mapping
  • Jurisdictional structuring review
  • AML-aware process guidance
  • Counterparty evaluation

04

Market & Capital Positioning

  • Investor readiness preparation
  • Financial narrative refinement
  • Bank engagement advisory
  • Capital strategy modelling

05

Executive-Level Access

  • Scheduled strategy sessions
  • Priority review of urgent matters
  • Direct communication with senior advisory team

06

Ongoing Transaction Support

  • Pre-contract structuring
  • Term sheet advisory
  • Commercial alignment support

Mandate Structure

Mandate Structure

Retainer engagements are structured individually and aligned with the complexity and scale of the client's operations.

Retainer fees are independent from transaction-based compensation.

Typical structure includes:

  • Monthly strategic advisory allocation
  • Defined scope of engagement
  • Confidential advisory framework
  • Optional transaction success fee (where applicable)

Ideal Client Profile

Who This Is For

Cross-border trading groups

Financial operators

Capital-intensive industrial projects

Digital asset platforms

Structured investment vehicles

We are not consultants. We are strategic financial infrastructure.

Initiate Advisory Mandate

Request Confidential Discussion