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CONFIDENTIAL
p. 01 / 02
Confidential
Ref: MG-2024-Q4-0081
Issued: 28 Nov 2024
Expires: 31 Jan 2025
Strategic Partnership
Proposal for Q4 2024
A comprehensive scope of services and engagement terms prepared exclusively for Vestara Holdings Ltd., outlining our proposed collaboration framework.
Provider
Meridian Group LLC
142 Park Avenue, New York, NY 10036
Client
Vestara Holdings Ltd.
88 King Street, Toronto, ON M5C 1G3
Overview of Engagement

This proposal outlines Meridian Group's recommended approach to restructuring Vestara's market positioning within the North American mid-market segment. Our methodology draws on twelve years of advisory experience across comparable mandates, combining qualitative research with proprietary benchmarking frameworks.

We anticipate a six-month engagement beginning January 2025, structured across three distinct phases: discovery and audit, strategic development, and implementation support.

Engagement Duration
6 mo.
Jan 2025 – Jun 2025
Total Investment
$84,000
USD, billed monthly
Deliverables & Timeline
DeliverablePhaseDueStatusFee
Market Audit ReportDiscoveryFeb 14Complete$12,000
Competitive AnalysisDiscoveryFeb 28In Review$18,000
Positioning FrameworkStrategyApr 15Pending$24,000
Rollout PlaybookImplementationJun 30Pending$30,000
Total$84,000 USD
CONFIDENTIAL
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Payment & Engagement Terms

Fees are payable in six equal monthly installments of $14,000 USD, due on the first business day of each calendar month beginning January 2025. All invoices carry a 14-day net payment term. Late payments accrue interest at 1.5% per month.

Either party may terminate this engagement with 30 days' written notice. In the event of early termination, the client remains liable for fees corresponding to work completed or substantially underway at the time of notice.

All findings, frameworks, and deliverables produced under this engagement are the intellectual property of the client upon receipt of full payment. Meridian Group retains the right to reference the engagement in anonymized form for portfolio and business development purposes.

Non-Disclosure Obligations

Both parties agree to maintain the confidentiality of all proprietary information exchanged during the course of this engagement. This obligation survives termination of the agreement by a period of three (3) years.

Authorized Signatures

By signing below, both parties agree to the terms and scope outlined in this proposal. A countersigned copy of this document shall constitute a binding agreement.

On behalf of Meridian Group LLC
Jonathan R. Hale
Managing Director · Meridian Group LLC
On behalf of Vestara Holdings Ltd.
Authorized Signatory
Date: ___________________