Transaction Process
Eight stages from introduction to execution
A disciplined sequence protects every party. Specific procedures, documentation and timelines vary by transaction, commodity, instrument and jurisdiction.
- Stage 01
Introduction
An initial, non-confidential outline of the opportunity: parties, commodity or instrument, and general objective.
- Stage 02
Preliminary Qualification
Basic corporate identity, role and authority are established before any substantive discussion of terms or procedure.
- Stage 03
Documentation
Counterparties provide the documentation appropriate to their role and to the specific transaction under review.
- Stage 04
Direct Discussion
A scheduled call, Zoom or Google Meet with the decision-maker or their formally authorised representative.
- Stage 05
Due Diligence
Compliance, corporate and counterparty review proportionate to the size, jurisdiction and nature of the transaction.
- Stage 06
Procedure & Negotiation
Working procedure, commercial terms and responsibilities are discussed and aligned between the parties.
- Stage 07
Contracting
Definitive documentation is prepared and reviewed by each party's own legal and financial advisors.
- Stage 08
Execution
Performance proceeds according to the agreed contract, procedure, inspection and settlement terms.
Procedures Vary
There is no single procedure that applies to every transaction. The sequence above describes how MRD Investment Group approaches engagement generally. The documentation, sequence of steps, inspection arrangements and settlement mechanics applicable to any particular transaction are agreed between the parties and recorded in a definitive written agreement.
Why It Matters
Structure is what separates a transaction from a conversation
Parties that are prepared to identify themselves, evidence their authority and follow a documented process reach execution. Parties that are not, do not.
Next Step
Begin a Qualified Conversation
Serious enquiries are reviewed by MRD Investment Group and progressed to a direct discussion by phone, Zoom, Google Meet or email.