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Finders Fee Agreement

Draft Finder's Fee Agreements in Minutes, Not Hours

12 minutes with CaseMark

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Finders Fee Agreement

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Finders Fee Agreement

Overview

CaseMark's Finder's Fee Agreement skill uses AI to draft comprehensive U.S. corporate introducer agreements that compensate finders for sourcing business opportunities while carefully constraining their activities to avoid broker-dealer registration, agency, or fiduciary status. The generated agreements include detailed compensation mechanics, tail period provisions, exclusivity configurations, and regulatory compliance gates tailored to your specific transaction context.

Drafting Finder's Fee Agreements manually requires balancing complex compensation structures against significant regulatory constraints. Attorneys must carefully limit finder activities to avoid triggering broker-dealer registration requirements while ensuring the agreement adequately protects both parties' economic interests—a time-consuming process prone to inconsistency and oversight.

CaseMark automates the drafting of Finder's Fee Agreements by generating comprehensive, regulation-aware contracts from your deal parameters. The AI builds in broker-dealer safeguards, anti-corruption covenants, and securities compliance provisions while structuring compensation mechanics, tail periods, and exclusivity terms—delivering a polished first draft ready for attorney review and customization.

How it works

  1. 1. Provide party details, deal parameters, and compensation structure

  2. 2. AI drafts a comprehensive Finder's Fee Agreement with regulatory safeguards

  3. 3. Review and customize exclusivity, tail periods, and compliance provisions

  4. 4. Export the finalized agreement in your preferred format (DOCX, PDF)

What you get

  • Definitions and Defined Terms Table

  • Parties and Recitals

  • Services and Limitations (Broker-Dealer Safeguards)

  • Compensation Mechanics and Payment Terms

  • Tail Period and Post-Termination Fee Provisions

  • Exclusivity and Term Provisions

  • Confidentiality and Non-Disclosure Terms

  • Representations, Warranties, and Regulatory Covenants

  • Indemnification and Limitation of Liability

  • Dispute Resolution and Governing Law

  • Signature Blocks and Exhibits

What it handles

  • Structured compensation mechanics with tiered fees, caps, and earnout provisions

  • Broker-dealer and agency status safeguards with explicit role limitations

  • Customizable exclusivity matrices and tail period configurations

  • Regulatory compliance gates for securities, anti-corruption, and licensing

  • Qualified Introduction criteria with acknowledgment workflows

  • Dispute resolution and governing law framework generation

Required documents

  • Deal Parameters Summary

    Document outlining party information, opportunity scope, target type, industry, geography, deal size, and any exclusions

    .pdf, .docx, .txt

  • Compensation Term Sheet

    Summary of the proposed fee structure including percentages, tiers, caps, earnouts, payment timing, and tail period preferences

    .pdf, .docx, .txt

Supporting documents

  • Existing NDA or Confidentiality Agreement

    Any pre-existing confidentiality terms between the parties to be incorporated or referenced

    .pdf, .docx

  • Regulatory Compliance Memo

    Internal memo or guidance on applicable securities exemptions, licensing status, or anti-corruption considerations

    .pdf, .docx

  • Prior Finder Agreements

    Previous finder or introducer agreements used by the organization for reference and consistency

    .pdf, .docx

Why teams use it

Reduce drafting time from hours to minutes with AI-generated agreements that include all critical provisions

Minimize regulatory risk with built-in broker-dealer, anti-corruption, and securities compliance safeguards

Ensure consistent deal terms across your corporate development pipeline with standardized yet customizable templates

Protect fee economics with precisely defined Qualified Introduction criteria, tail periods, and payment triggers

Questions

How does CaseMark ensure the agreement avoids broker-dealer registration issues?

CaseMark's AI explicitly limits the finder's role to introductions only, excluding negotiation, structuring, valuation, advice, and solicitation. The generated agreement includes specific language designed to constrain activities below broker-dealer thresholds and avoid agency or fiduciary status.

Can I customize the compensation structure for complex deal types?

Absolutely. CaseMark supports percentage-based fees, flat fees, tiered structures, caps, earnouts, and milestone-based payment timing. You provide your preferred compensation model and the AI builds the corresponding mechanics into the agreement.

Does the agreement include tail period provisions?

Yes. CaseMark generates configurable tail period clauses that define the post-termination window during which the finder remains eligible for fees on introductions made during the engagement term. You can specify the duration and qualifying conditions.

What types of transactions is this agreement suitable for?

CaseMark's Finder's Fee Agreement skill is designed for corporate development, M&A, capital-raising, and general business introduction contexts. It works for both securities and non-securities transactions, with regulatory gates tailored to your specific deal posture.

How does CaseMark handle anti-corruption and licensing compliance?

The AI includes representations and covenants addressing anti-corruption laws (such as the FCPA), licensing requirements, and applicable securities regulations. These regulatory gates are calibrated based on the context you provide about the parties and transaction type.

Can I generate both exclusive and non-exclusive finder agreements?

Yes. CaseMark allows you to specify exclusive or non-exclusive arrangements, and the AI generates the appropriate exclusivity matrix, carve-outs, and termination rights based on your selection.

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