Private Equity Investment Agreement

Private equity investment agreement is signed between an equity investment consultancy firm and its clients that could be individuals and corporate both. The agreement lays down those terms and conditions that decide the nature of consultancy firm’s services that are required by clients.

Sample Private Equity Investment Agreement

This agreement is made between the CLIENT and EQUITY INVESTMENT CONSULTANCY FIRM on the effective date of 31st June 2011.

The consultancy firm will provide its consultancy and advisory services for the capital growth, venture capital, private assets and securities of company/individual.

The advisory services are strictly for private equity investment not for stock exchange investment.

Duration of agreement is 12 months.


Name:     Benjamin Benson

Contact Number:  487569231

Business details of client: The Client owns a private real estate construction company.

Consultancy Firm

Name: Philippe Baldwin (Equity and financial consultancy services Ltd.)

Contact Number: 4325879619

Terms and conditions of the agreement

  1. The consultancy firm will be responsible to handle the advisory matters of private equity investments of the client, in his interest.
  1. The Client will pay a sum of $ 500 each in three installments as the fee of consultancy firm for its services.
  1. The Consultancy Company will keep client’s equity matters and investment related information confidential and will not share them without the consent of client.
  1. The conditions of agreement are of bounding nature and decided by the consent of both sides. Therefore, violation of agreement, in any case will be subjected for legal suit.


Benjamin Benson    Philippe Baldwin

Category: Investment Agreements

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