Firm account · admin view

Lakeshore Capital Advisors

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Member

Team

Role

Status

Admins manage seats and policies. Deal leads can publish listings and buyer searches. Analysts can work a process but can’t publish or approve NDAs.

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Behind the wall

Open

Conflict check · 1 open Search Northwind (buy-side) fits Project Keystone (sell-side) Your buy-side client could bid on a company your sell-side team represents. Mandate won’t show Keystone to Northwind’s team until compliance decides.

PlanFirm · 6 seatsCustom, billed annually

Posting fees, 2026$1,000.002 deals posted · $500 flat each

Pays withVisa ending 0418Billing contact Mark Hollis

Posting fees

Charged once per deal, on approval. Never tied to a deal closing.

Deal

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