Terms and conditions

Welcome to SOLLERS PARTNERS, an independent investment and advisory firm supporting senior leaders, boards, and corporations as they navigate growth, capital markets, and strategic transitions. By engaging SOLLERS PARTNERS for advisory, M&A structuring, capital raising, or related services (the “Services”), you (“Client,” “you,” or “your”) agree to the following Terms and Conditions.

1. Definitions

“SOLLERS PARTNERS,” “we,” “our,” or “us” refers to SOLLERS PARTNERS, its partners, employees, contractors, and authorized representatives.
“Client,” “you,” or “your” refers to the individual, investor, or corporate entity entering into an agreement with SOLLERS PARTNERS.
“Services” means any financial advisory, M&A advisory, capital raising, corporate finance structuring, valuation, or related strategic services delivered by SOLLERS PARTNERS.
“Agreement” refers to the contract formed when you accept an engagement letter, advisory agreement, proposal, or statement of work incorporating these Terms and Conditions.

2. Engagement and Scope of Work

Service scope: The specific nature, timeline, fee structures, and deliverables of the Services will be defined in writing in an engagement letter, statement of work, or service agreement.

Acceptance: By signing the engagement letter, paying a retainer or invoice, or otherwise authorizing work to begin, you accept the terms of the engagement.

Changes to scope: Any changes, expansions, or additions to the agreed scope must be documented in writing and may require revised advisory fees or adjusted timelines.

3. Fees, Retainers, and Invoicing

Fees: Fees for Services (including retainer fees, milestone fees, or success fees) will be clearly outlined in the engagement letter. Unless explicitly agreed in writing, fees are exclusive of applicable taxes, expenses, and third-party costs.

Payment terms: Payments are due within the timeframe specified on the invoice or engagement letter. Late payments may incur interest or suspension of the Services.

Termination & Non-refundable Fees: If you terminate or suspend Services, SOLLERS PARTNERS reserves the right to retain earned retainers and charge for work completed, non-recoverable expenses, or agreed termination/break fees.

4. Client Obligations and Information Accuracy

Accuracy of Information: The Client agrees to provide accurate, complete, and timely information, documentation, and data necessary for SOLLERS PARTNERS to deliver the Services.

Reliance: SOLLERS PARTNERS relies on the accuracy and completeness of all information supplied by the Client or its representatives without independent verification, unless explicitly agreed in writing.

5. Intellectual Property and Work Product

Ownership: All methodologies, frameworks, proprietary financial models, presentations, valuation frameworks, reports, and strategic analysis developed or provided by SOLLERS PARTNERS remain the intellectual property of SOLLERS PARTNERS unless explicitly transferred in writing.

Usage Rights: You are granted a limited, non-exclusive license to use delivered work products internally for their intended transaction or strategic purpose. You may not reproduce, distribute, or commercially exploit SOLLERS PARTNERS' proprietary material without prior written consent.

Client Data: Any proprietary materials or confidential corporate data supplied by the Client remain the Client’s property.

6. Confidentiality

Mutual Confidentiality: Both parties agree to maintain strict confidentiality regarding all non-public financial, operational, or strategic information disclosed during the engagement.

Exceptions: Confidentiality obligations do not apply to information that is publicly available, already known to the receiving party, independently developed, or required to be disclosed by applicable law or court order.

7. Regulatory, Investment, and Advisory Disclaimers

No Fiduciary Guarantee: While SOLLERS PARTNERS acts with the highest professional diligence, the advisory services do not guarantee specific transaction outcomes, capital raising success, or valuation targets.

Independent Investment Decisions: Advisory reports, frameworks, and communications do not constitute formal public securities underwriting or legal advice unless explicitly specified in the engagement scope. Clients remain responsible for their independent investment and commercial decisions.

8. Limitation of Liability

Exclusions: SOLLERS PARTNERS shall not be liable for any indirect, incidental, consequential, or punitive damages arising from or related to the Services or transaction outcomes.

Liability Cap: SOLLERS PARTNERS' total aggregate liability under any claim arising out of the engagement is strictly limited to the total fees actually received by SOLLERS PARTNERS for the specific engagement giving rise to the claim.

9. Termination

Either party may terminate the engagement with written notice in accordance with the terms set forth in the relevant engagement letter. Work completed and expenses incurred up to the date of termination will be invoiced and due immediately.

10. Governing Law and Jurisdiction

These Terms and Conditions and any dispute or claim arising out of or in connection with them shall be governed by and construed in accordance with the laws of the Republic of Korea. Any legal proceedings shall be submitted to the exclusive jurisdiction of the competent courts of Seoul, Republic of Korea.

11. Entire Agreement

These Terms and Conditions, together with the executed engagement letter or statement of work, constitute the entire agreement between the parties and supersede all prior proposals, negotiations, discussions, or understandings.