The Enterprise Engagement.

The Enterprise Engagement is a 12 month fixed fee mandate for operating businesses at $25,000,000 or more in gross annual revenue requiring capital markets execution and standing advisory across the full balance sheet. It is built to produce the balance sheet financed at institutional terms and the enterprise ready to transact on the owner's timeline.

What the engagement covers

1. Capital architecture. A full balance sheet review across every entity and facility, an enterprise recast and 3 year model, consolidated debt capacity, and a 24 month capital plan set with ownership.
2. Institutional execution. Design and placement of facilities up to $50,000,000, senior through subordinated, covering refinancing, growth, acquisition, and recapitalization, run as competing processes at zero points with guarantee containment negotiated into every facility.
3. Enterprise readiness. Valuation, earnings quality workpapers, corporate cleanup, and a maintained data room, positioning a sale, recapitalization, or partial liquidity event for execution on 60 days notice without committing to any of them.
4. Standing counsel. Direct principal access, quarterly capital reviews with ownership, and negotiation counsel as capital matters arise through the year.

How the engagement runs

The mandate runs 12 months at a fixed fee set at execution and paid by wire, replacing the retainer plus points structure conventional at this scale, where coverage commonly runs $150,000 to $300,000 annually in retainer plus 1 to 2 points on every facility placed, and a single $20,000,000 placement at 1.5 points is $300,000 before any retainer. Here every transaction executed within the term carries zero points and no success fee. Citadel Ridge accepts no more than 2 concurrent Enterprise mandates, and scope and fee are delivered in a single mandate document after qualification.

To qualify

1. Gross annual revenue of $25,000,000 or more.
2. Capital needs across the coming 12 months: refinancing, growth, acquisition, recapitalization, or exit optionality.
3. Consolidated financial statements, facility documents, and ownership engagement at the quarterly review level.