Governance
Introduction
Two sides of the market. One rule: client trust comes first.
Ziscale operates across two sensitive areas: operational advisory for leadership teams and transaction advisory for investors and buyers.
These activities are strictly separated, governed, and documented.
This page explains how we protect confidentiality, avoid conflicts of interest, and structure every engagement before work begins.
1. Separate Teams
Ziscale’s operational teams and transaction advisory teams are structurally separated.
- No consultant embedded in a client company may participate in a transaction involving that company.
- No information from an operational engagement may be used in a transaction context without written client consent.
- Every separation is contractual and documented.
If a conflict cannot be resolved, Ziscale withdraws from one of the engagements.
No exceptions. Trust depends on it.
2. Separate Mandates
Ziscale works through distinct engagement types.
1. Operational Mandate
-
Transformation, performance improvement, AI industrialization, and execution support.
-
Signed with company leadership.
-
No implicit transaction component.
2. Transaction Mandate
-
Exit preparation, M&A advisory, valuation support, fundraising readiness.
-
Signed separately, at the explicit request of the company.
-
Managed by a dedicated team.
3. PE / Investor Mandate
-
Operational diligence, post-close value creation, and exit readiness support for portfolio companies.
-
Signed with the investor.
-
Never run simultaneously with a conflicting company-side mandate.
A company we support operationally is never treated as a target without a separate written mandate.
3. Transparent Compensation
Ziscale may receive compensation from both sides of the same transaction.
- Operational mandates: fixed or success-based fees defined upfront with company leadership.
- Transaction mandates: separate success fee structure, defined in a dedicated agreement.
- Investor mandates: independent compensation structure agreed with the investor.
4. Documented Consent
The following services are never included by default in an operational engagement:
- Private equity introductions
- Strategic buyer introductions
- Exit preparation
- Fundraising support
- Transaction advisory
Each service requires a separate written agreement, distinct terms, clear compensation, and a dedicated team.
5. Client Rights
At any time, clients may request:
- Access. Review the information Ziscale holds about their company.
- Deletion. Request deletion of information after the engagement, where legally permissible.
- Transparency. Know exactly who has access to their information.
- Separation Confirmation. Confirm that no information has been shared outside the dedicated engagement team.
Questions About Our Governance Model?
Before any engagement, we are available for a confidential 45-minute conversation to explain how our mandates, teams, confidentiality rules, and information barriers are structured.