Create a bespoke document in minutes, Â or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Investment Bank Engagement Letter
"I need an Investment Bank Engagement Letter under Irish law for appointing Goldman Sachs as our exclusive financial advisor for a potential IPO planned for March 2025, with specific provisions for success fees and regulatory compliance for a technology company."
1. Introduction and Parties: Opening paragraph identifying the parties and date, including full legal names and addresses
2. Purpose and Background: Brief context of the engagement and reference to any previous discussions
3. Scope of Services: Detailed description of investment banking services to be provided, such as M&A advisory, capital raising, or other specific financial services
4. Fees and Expenses: Structure of fees including retainer, success fees, and treatment of out-of-pocket expenses
5. Team and Resources: Key personnel assigned to the engagement and commitment of resources
6. Confidentiality: Obligations regarding confidential information and its handling
7. Conflicts and Independence: Disclosure of potential conflicts and statement of independence
8. Term and Termination: Duration of engagement and termination provisions
9. Regulatory Disclosures: Required disclosures under Irish and EU financial regulations
10. Limitation of Liability: Extent and limitations of the bank's liability
11. Governing Law: Confirmation of Irish law governance and jurisdiction
12. Acceptance and Execution: Signature blocks and acceptance mechanics
1. Exclusivity: Terms of exclusivity if the bank is appointed as exclusive financial advisor - include when client agrees to exclusive arrangement
2. Success Fee Trigger Events: Detailed description of events triggering success fees - include for complex transaction structures
3. Information Requirements: Specific client obligations regarding information provision - include for complex transactions or where extensive due diligence is required
4. International Considerations: Cross-border elements and considerations - include when transaction involves multiple jurisdictions
5. Fairness Opinion: Terms related to provision of fairness opinion - include when fairness opinion is part of the scope
6. Deal Team Amendments: Process for changing key personnel - include for longer-term engagements
7. Client's Obligations: Specific obligations of the client - include for complex engagements or where client cooperation is crucial
1. Fee Schedule: Detailed breakdown of all fees, including calculation methodologies and payment terms
2. Transaction Parameters: Definition of transaction parameters, particularly for success fee calculations
3. Key Personnel: Biographical information of key team members and their roles
4. Required Disclosures: Regulatory and compliance disclosures required under Irish and EU law
5. Conflicts Disclosure: Detailed disclosure of any actual or potential conflicts of interest
6. Services Description: Detailed scope of services and deliverables
7. Form of Notices: Templates for various notices and communications required under the engagement
Authors
Financial Services
Banking
Corporate Finance
Private Equity
Real Estate
Technology
Healthcare
Manufacturing
Energy
Infrastructure
Telecommunications
Retail
Media
Mining
Agriculture
Transportation
Professional Services
Legal
Finance
Corporate Development
Treasury
Executive Leadership
Board of Directors
Mergers & Acquisitions
Corporate Finance
Compliance
Risk Management
Strategy
Business Development
Chief Executive Officer
Chief Financial Officer
General Counsel
Head of Corporate Development
Director of Finance
Investment Banking Director
Managing Director
Corporate Finance Director
Treasury Manager
Head of M&A
Financial Controller
Board Director
Company Secretary
Chief Legal Officer
Head of Strategy
Investment Director
Business Development Director
Find the exact document you need
Standard Engagement Letter
An Irish-law governed engagement letter establishing a professional services relationship between a service provider and client, outlining services, terms, and obligations.
Engagement Letter For Audit Services
An Irish law-governed engagement letter establishing terms and conditions for statutory audit services, compliant with Irish Companies Act 2014 and EU regulations.
Company Secretary Engagement Letter
An engagement letter establishing the appointment of a company secretary and their duties under Irish law.
Engagement Letter For Bookkeeping Services
An Irish law-compliant engagement letter outlining terms and conditions for professional bookkeeping services provision, including scope, fees, and regulatory compliance requirements.
Professional Engagement Letter
An Irish law-governed letter agreement defining the terms and conditions of professional service engagement between a service provider and client.
Investment Bank Engagement Letter
An Irish law-governed engagement letter establishing the terms and conditions for investment banking services, including scope, fees, and regulatory compliance requirements.
Corporate Engagement Letter
An Irish law-governed engagement letter establishing professional services terms between a service provider and corporate client, incorporating Irish regulatory requirements and professional standards.
Forensic Accounting Engagement Letter
An Irish law-governed engagement letter establishing terms for forensic accounting services, including investigation scope, methodology, and compliance requirements.
Contract Engagement Letter
An Irish law-governed formal letter establishing terms and conditions between a service provider and client organization for professional services engagement.
Client Disengagement Letter
An Irish law-governed formal letter documenting the termination of professional services between a service provider and their client, ensuring compliance with local regulations and professional standards.
Project Engagement Letter
An Irish-law governed professional services engagement letter defining project scope, terms, and responsibilities between service provider and client.
Evergreen Engagement Letter
An Irish law-governed engagement letter establishing an ongoing professional services relationship with comprehensive terms and termination provisions.
Valuation Engagement Letter
An Irish law-governed engagement letter establishing the terms and conditions for professional valuation services, compliant with Irish and EU regulations.
Internal Audit Engagement Letter
An Irish law-governed engagement letter establishing the internal audit function's scope, responsibilities, and reporting relationships within an organization.
Engagement Letter For Consulting Services
An Irish law-governed letter establishing terms and conditions for professional consulting services between a consultant and client.
Audit Acceptance Letter
An Irish law-compliant engagement letter establishing terms and conditions for statutory audit services between an audit firm and its client.
Business Engagement Letter
An Irish law-governed formal letter establishing the terms and conditions of a professional services engagement between a service provider and a business client.
Compilation Engagement Letter
An Irish law-governed engagement letter establishing terms for financial information compilation services, compliant with ISRS 4410 and local regulations.
Due Diligence Engagement Letter
An Irish law-governed engagement letter establishing terms and conditions for professional due diligence services.
Client Engagement Letter
An Irish-law governed engagement letter establishing the terms and conditions of professional services between a service provider and client.
Disengagement Letter
An Irish law-governed formal document used to terminate a professional services relationship, outlining termination terms and next steps.
Advisory Engagement Letter
An Irish law-governed engagement letter establishing the terms and conditions for professional advisory services between an advisory firm and its client.
Download our whitepaper on the future of AI in Legal
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.