From Team Capital

We want you to understand how we work with you and what it takes for us to build a successful working partnership together. Ultimately, an informed and engaged Executive is our most valuable asset.

▪ We succeed only by guiding you to success

▪ Your focal point of contact with us is through your Special Adviser. We will ensure the necessary resources of our firm behind your adviser to help you reach your goals

▪ Your team of Advisers and Portfolio Professionals are committed to understanding your individual needs, your tolerance for risk, timescales and any other factors which may impact our recommendations

▪ We will provide guidance and counsel to Executives regarding high potential businesses to operate, acquire or invest in

▪ Your Special Adviser will assist you to set realistic expectations regarding the long-term potential and your ultimate performance capability

▪ Your Adviser will be available for regular feedback and updates about the status of your Strategic Search Program

▪ We will provide timely transaction information which accurately reflects the potential positions and opportunities you hold through our firm

▪ We will communicate to you our policies which protect your privacy and comply with current international data protection laws

▪ We will treat any concerns you may have as priority; any issues which are not promptly resolved by your Portfolio Professional, Advisor or his or her Director, must be passed on to our Client Advocate available at advocate@teamcapitalgroup.com


From You

Working together to reach your goals requires a commitment from you as well.

▪ Provide your Team Capital Advisor with all relevant information about your current executive position, goals, risk tolerances and time horizon as well as changes to this information

▪ Communicate with your Advisor regularly to review your situation and potential opportunities

▪ Approve or decline your Advisor’s recommendations on a timely basis

▪ Personally review and understand your portfolio of opportunities, search strategy and materials provided to you

▪ Understand that all career moves have some degree of risk

▪ Ask questions if you are uncertain about any aspect of your opportunities with Team Capital

▪ Provide us with direct, timely feedback on how we are doing and how we can continue to improve our service to you.
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