For banks, lawyers and accountants — collaboration on client cases
We work with financial institutions, lawyers, accountants and advisors on real estate and corporate transactions. Does your client need capital injection, property sale or a discreet buyer? We have investors ready with fast responses.
How we collaborate
Banks and savings institutions often approach us with clients where an exposure can be stabilised through capital injection, property sale or subsidiary divestment. We have Danish and international investors ready to deliver fast, qualified responses on cases from DKK 35m to 2bn. Lawyers and accountants refer clients considering property sales, sale & leaseback or corporate sales. All dialogues confidential. Referral fees can be agreed separately where relevant.
Collaboration structure
How a client introduction flows via partner referral
We receive clients via referral from lawyers, accountants, wealth managers and banks — always preserving the advisory responsibility with the original advisor.
Our role is specialist addition, not competition. Primary advisory relationship remains with the referrer.
New bank or savings institution for business clients
Does your business client need a new bank? We help through our network of banks and savings institutions seeking new business clients. We secure competitive pricing and terms with a fast process — subject to bank response time. We only take on engagements we believe we can close. See our process for typical flow.
Referring advisors receive a share of success fees on closed transactions.
Partnership journey
How a typical collaboration unfolds
From first referral to closed transaction. We design each phase so the primary advisory relationship is preserved.
Initial dialogue
You contact us confidentially with a specific client case. We assess whether the case matches our network and return criteria — typically within 48 hours.
Structuring
Together we agree on roles, responsibilities and fee sharing. The primary advisory relationship stays with you — Olrik adds transaction-specialist competence.
Client presentation
We present to the client together — as your specialised team. The client experiences one cohesive advisory relationship.
Execution
Olrik handles transaction mechanics: investor sourcing, NDA management, term sheet negotiation, due diligence coordination. You retain client relationship and advisory.
Closing & fee
Upon closed transaction, fee is paid per agreed split. Typically 20-40% to referring advisor — higher with active deal team participation.
Continuation
Client retains you as primary advisor. Olrik is ready for the next case when it arises — without competition for the relationship.
Each phase is structured individually. The model above is typical for real estate or M&A cases.
Discretion and pace
Discretion, experience and trusted relationships
All dialogues conducted under NDA. We do not share information with counterparties without explicit permission. Client identity revealed only once match is verified. Qualified responses typically within days.
Frequently asked questions about banks and legal partnership
Start a confidential conversation
Call us directly – or send a short enquiry. All dialogues are non-binding and confidential.
+45 30 58 81 53 jens.olrik@gmail.com