The role stays clear before the work gets complicated.
Marston Row Group works in three practices: Diligence & Separation, Capital & Transactions, and Risk & Insurance. Each engagement has a defined scope.
Written agreements and applicable licensing or authority requirements control the actual duties, permitted use, reliance, confidentiality, and distribution rights.
Financial diligence
Marston Row Group may perform Quality of Earnings, working capital, cash conversion, and other transaction-focused financial analysis.
Marston Row Group provides financial due diligence and transaction advisory services. Our work is not an audit, review, examination or compilation. We express no opinion or assurance on any financial statements.
Marston Row Group is not a CPA firm.
Legal and tax
Marston Row Group may identify financial issues that require legal or tax review.
Legal advice, tax advice, legal opinions, and tax opinions remain outside Marston Row Group's scope.
Capital and transactions
Marston Row Group may advise on capital structure and prepare companies for raises, sales and acquisitions. It may also support buyer, investor or target search.
Advisory and preparation work is on fixed or flat fees, agreed in writing. Where a step requires a registered broker-dealer or other authorized party, that party performs it under separate terms.
Marston Row Group does not provide investment advice and does not promise financing, lender approval, valuations, securities placement, or investment returns.
Insurance and surety
Marston Row Group helps clients define insurance and surety needs and prepare submissions, including needs that arise outside a transaction.
Any activity requiring producer, broker, surplus lines, carrier, underwriting, or other regulated authority is performed only where the required authority exists or through appropriately licensed or authorized parties. Who performs each step is stated in writing.
Insurance is never discounted, bundled or offered as an inducement in connection with diligence work. Insurance opportunities identified during diligence are subject to separate scope and authority. Public references to insurance do not represent a promise of placement, coverage, price, limits, capacity, or carrier approval.
Conflicts between practices
Our default compensation is a fixed fee. Any other compensation connected to your transaction is disclosed in writing before work starts.
We never perform buy-side diligence on a transaction we are selling or raising capital for.
If we prepared the Quality of Earnings on a transaction, any role in that transaction's representations and warranties insurance is disclosed in writing first.
Information from one engagement is used in another practice only with the client's permission.
Principal activity
Marston Row Group separately evaluates selected private acquisitions.
Confidential client information is never used for principal sourcing without explicit permission.
Any potential principal conflict requires separate review and disclosure before action.
Confidentiality
Marston keeps sensitive conversations narrow and limits access to the people needed for the work.
Formal confidentiality rights and obligations come from applicable written agreements.
Website information
This website describes general services and operating principles.
It does not create an engagement, professional duty, reliance right, insurance relationship, financing commitment, or investment relationship.
Questions about scope?
Send the transaction context and the role you want Marston Row Group to perform.
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