Referral Partners
Expand Your Client Offering. Keep the Relationship.
Partner with SPE Specialists to provide independent directors, independent managers, and springing members when lender requirements call for bankruptcy-remote governance.
When Your Client Needs an Independent Director, Where Do You Send Them?
Your clients may come to you for entity formation, registered agent services, legal work, closing support, or other transaction services. But when the lender requires an independent director, independent manager, or springing member, you may have to refer that portion of the transaction elsewhere.
The problem is that many of the largest providers also offer services that overlap directly with yours.
A referral shouldn’t mean handing over the client relationship.
Partnership Benefits
Expand Your Client Offering
Add independent governance services to your capabilities without additional headcount, infrastructure, or operational responsibility.
Protect Your Client Relationships
Keep clients within your ecosystem instead of referring them to a large one-stop provider that may compete for their broader business.
Create Incremental Revenue
Our partner structure gives you flexibility to determine how the service is packaged and priced to your client, creating an additional revenue opportunity for your firm.
Build a Two-Way Partnership
Where appropriate, we can also refer clients and opportunities to trusted partners when they need complementary services outside our scope.
How The Partnership Works
You Bring Us Into the Transaction
When a transaction requires an independent director, independent manager, or springing member, bring SPE Specialists into the process.
Control the Commercial Relationship
Our partner pricing structure gives your firm flexibility to establish the client-facing fee and retain an appropriate referral, coordination, or service fee.
Choose How We Work Together
We can work behind the scenes through your organization or coordinate directly with the client, counsel, lender, and other transaction parties.
We Handle the Governance Requirement
SPE Specialists manages the independent governance component while your firm continues providing its core services.
Not every partner wants the same structure. We can tailor the relationship around how your firm prefers to work with its clients.
Flexible by Design
Partnership Structures Can Include
Reseller or
White-Label Style
Your firm packages our service within its broader client offering.
Referral Relationship
You introduce the opportunity and we coordinate the engagement.
Preferred Provider
SPE Specialists becomes your go-to resource whenever the requirement arises.
Mutual Referral Partnership
Both firms refer appropriate opportunities to one another.
A Complementary Partner, Not a Competitor
We Stay Focused on Independent Governance
The partnership works because our services are intentionally complementary to many of the firms already involved in a transaction.
SPE Specialists Provides
Independent Directors
Independent Managers
Springing Members
Related Governance and Closing Coordination
We Do Not Provide
Entity Formation
Registered Agent Services
Legal Services
Broad Corporate Services
Already Working in Practice
This is not a theoretical partnership model. SPE Specialists already works with an established corporate-services partner using this structure today.
When its clients need independent governance, we provide that specialized component while the partner maintains the primary client relationship and incorporates our services into its broader offering.
The result is a coordinated solution that allows each firm to remain focused on what it does best.
Frequently asked questions
Let’s Work Together
Get in touch so we can start working together.