How Nordic advisors can refer US add-ons and subsidiaries to SourceX

How do Nordic advisers find US companies worth referring?

Nordic advisers find them through the US holdings of Nordic industrial groups and buyout sponsors. If a US add-on or subsidiary has 50+ full-time employees at peak (contractors excluded), years of records across many systems and an authorized sponsor, you can introduce it to SourceX and earn a reward when it licenses data and the deal is paid.

The advisers around Nordic groups and funds, including accountants, corporate lawyers, fund administrators, M&A teams and CFO consultants, often see the US portfolio long before most introducers do.

Where do Nordic advisers meet eligible US companies?

The introduction email builder helps you draft the first note for each setting.

The 5-line portfolio sheet

Before you approach anyone, put each US holding on one line. Five columns are enough.

Mark any entity that fails the size or history test and leave it off. A line that reads "unknown" in the Sponsor or Group approval column is not ready for an introduction yet; find that answer first, ideally from the portfolio CFO or the group's general counsel, who usually know who can sign. The who qualifies page lists the full baseline. For a first check on a candidate, use the company fit checker.

What group approvals look like in a Nordic structure

Nordic groups typically run a board-level process for contracts outside ordinary course, and a license of group records may qualify. Ask early who the sponsor reports to, whether an investment committee must approve and whether a lender or minority holder has a consent right.

If the US unit is a portfolio company of a fund, a fund advisory committee is rarely involved, but the deal team and general counsel often are. If it belongs to a listed group, the group's disclosure and information-handling policies may apply. These are the company's matters to resolve with its own counsel, not yours.

How does the introduction work?

1. Join at /register and share your referral link, or submit the company through the referral form.
2. SourceX qualifies the US unit on size, history, data breadth and rights, working with the sponsor.
3. The company's team lists its systems and what can be exported.
4. SourceX and the company settle one all-in price and the terms; nothing is binding until signature.
5. Buyers review, and for a deal-ready company they typically respond within about two weeks.
6. The deal closes, data is delivered under agreed redaction rules and the company receives a one-time payment, typically within about 60 days of invoicing once the buyer selects the data.
7. Your reward follows after SourceX receives its fee.

You never export, upload or describe records. De-identification and redaction rules are agreed with the company before any work begins.

What to say to a Nordic group CFO

Keep the note short and factual. Say what you will not do: you will not see records and you will not negotiate on the company's behalf.

Which national checks apply?

The four Nordic countries differ, and this page does not list country rules. Run these checks with your own advisers in your country.

• Professional body or regulator. Auditors, authorized accountants and lawyers should read their rules on referral fees, independence and conflicts. Attest relationships are the usual hard stop.
• Tax treatment. Ask a tax adviser how foreign referral income is reported in your country and whether VAT or similar applies.
• US paperwork. A US payer may request a W-8BEN (individual) or W-8BEN-E (entity). Our guide to filling out a W-8BEN-E for a consulting firm shows the steps. US payers can also have reporting duties of their own; the IRS describes them on its page about reporting payments to independent contractors.
• Employer policy. If you work inside a bank, fund or group, check the conflict and outside-activity policy before you register.

This is general information, not legal, tax or financial advice. Confirm with your own counsel, tax adviser or professional body before acting.

How do partner rewards work?

Partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, capped at $100,000 per referred company. The reward is paid only after the buyer pays and SourceX receives its fee; an introduction, meeting or signed agreement alone does not trigger payment, and no reward is guaranteed. The reward is a share of SourceX's fee and is never deducted from what the company receives. See the referral earnings calculator for how the formula works and the program terms for the details.

When should a Nordic adviser skip an introduction?

• The US entity is small or newly formed, with fewer records than the headcount of the whole group suggests.
• The US business is mainly a reseller of products with records held by suppliers or customers.
• The group has a pending sale of the US unit and no one has cleared licensing with the deal team.
• You audit the group, or an internal rule prevents you from receiving fees.
• The data is mainly consumer or health information.

Comparable playbooks exist for advisers in Ireland, Singapore, the UAE and Canada, plus an overview for international partners.

Next step

Fill in the five-line sheet for the US holdings you know best, run the strongest through the fit checker and then register as a partner to make the introduction.