Purchase Order Banker in United States Houston –Free Word Template Download with AI
| Role | Entity | Address |
|---|---|---|
| Buyer (Purchasing Entity) | Gulf Coast Financial Holdings, LLC | 1200 Smith Street, Suite 4500, Houston, Texas 77002, United States |
| Seller (Banker / Service Provider) | Premier Banker Advisory Group, Inc. | 2000 McKinney Street, Floor 32, Houston, Texas 77008, United States |
This Purchase Order is issued by Gulf Coast Financial Holdings, LLC (hereinafter referred to as the "Buyer"), a corporation duly organized and operating within the United States Houston metropolitan area, to Premier Banker Advisory Group, Inc. (hereinafter referred to as the "Banker" or "Seller"), a licensed financial advisory and banking services firm headquartered in United States Houston, Texas. This document constitutes a binding Purchase Order for the procurement of Banker services as detailed herein.
The Buyer hereby requests and the Banker agrees to furnish the following professional banking and financial advisory services within the United States Houston jurisdiction, in strict compliance with all applicable federal, state, and local regulations governing financial services in Texas and the United States:
| Item # | Description of Banker Service | Quantity | Unit Price (USD) | Extended Price (USD) |
|---|---|---|---|---|
| 001 | Senior Banker Corporate Advisory — Comprehensive treasury management and cash flow optimization for the Buyer's Houston, Texas operations. Includes on-site consultation at the United States Houston headquarters. | 120 hours | $325.00 | $39,000.00 |
| 002 | Banker-Managed Commercial Lending Structuring — Design and negotiation of a $15,000,000 revolving credit facility tailored to the Buyer's expansion plans in the United States Houston energy and logistics sectors. | 1 engagement | $45,000.00 | $45,000.00 |
| 003 | Banker-Provided Foreign Exchange & Hedging Services — Ongoing FX risk management for the Buyer's international trade operations originating from United States Houston ports. Quarterly reporting included. | 4 quarters | $18,500.00 | $74,000.00 |
| 004 | Banker Compliance & Regulatory Audit — Full-scope AML/KYC compliance review and regulatory audit in accordance with United States federal banking law and Texas state financial regulations applicable to the Houston, Texas market. | 1 audit cycle | $32,000.00 | $32,000.00 |
| 005 | Banker-Managed Investment Portfolio Rebalancing — Semi-annual rebalancing of the Buyer's $50,000,000 institutional investment portfolio, executed by the Banker's dedicated Houston, Texas portfolio management team. | 2 cycles | $22,000.00 | $44,000.00 |
| 006 | Banker-Provided Executive Training Program — On-site training for the Buyer's 25 senior finance personnel in United States Houston on advanced banking instruments, derivative products, and regulatory updates for the 2025 fiscal year. | 1 program | $28,000.00 | $28,000.00 |
| SUBTOTAL | $262,000.00 | |||
| Applicable Texas Sales & Service Tax (8.25%) | $21,615.00 | |||
| GRAND TOTAL (USD) | $283,615.00 | |||
All Banker services referenced in this Purchase Order shall be performed and delivered at the Buyer's principal office located in United States Houston, Texas, unless otherwise specified in writing by both parties. The Banker shall commence services no later than June 25, 2025, and shall complete all deliverables by no later than December 15, 2025. Milestone-based progress reports shall be submitted to the Buyer's Chief Financial Officer in Houston, Texas, on the first business day of each month during the performance period.
- Governing Law: This Purchase Order shall be governed by and construed in accordance with the laws of the State of Texas, United States, and applicable federal banking regulations. Any disputes arising from this Purchase Order shall be resolved in the courts of Harris County, United States Houston, Texas.
- Payment: The Buyer shall remit payment to the Banker within thirty (30) calendar days of receipt of a valid invoice. Payments shall be made via wire transfer to the Banker's designated account at a federally insured financial institution operating in United States Houston, Texas. Late payments shall accrue interest at a rate of 1.5% per month.
- Confidentiality: The Banker acknowledges that all financial data, trade secrets, and proprietary information shared by the Buyer in connection with this Purchase Order are strictly confidential. The Banker shall not disclose such information to any third party without prior written consent from the Buyer, in compliance with United States federal and Texas state privacy and banking secrecy laws.
- Licensing and Compliance: The Banker warrants that it holds all necessary licenses, registrations, and certifications to provide the services described in this Purchase Order within the United States Houston jurisdiction, including but not limited to a Texas State Bankers Association membership, SEC registration, and compliance with the Office of the Comptroller of the Currency (OCC) regulations.
- Insurance: The Banker shall maintain professional liability insurance with a minimum coverage of $5,000,000 per occurrence and $10,000,000 in the aggregate, naming the Buyer as an additional insured. Certificates of insurance shall be provided prior to commencement of services in United States Houston.
- Termination: Either party may terminate this Purchase Order with thirty (30) days' written notice. In the event of termination, the Buyer shall pay for all Banker services rendered up to the effective date of termination. The Banker shall deliver all work product and data to the Buyer within fifteen (15) days of termination.
- Force Majeure: Neither party shall be liable for delays or failures in performance resulting from events beyond reasonable control, including but not limited to natural disasters affecting the United States Houston area, acts of God, government actions, or pandemics, provided that the affected party gives prompt written notice to the other party.
- Entire Agreement: This Purchase Order, together with any attached exhibits and the Banker's standard terms of service accepted by both parties, constitutes the entire agreement between the Buyer and the Banker regarding the subject matter hereof and supersedes all prior negotiations, representations, and agreements relating to the Banker services described herein.
By signing below, the authorized representatives of both the Buyer and the Banker acknowledge and agree to all terms, conditions, and service descriptions set forth in this Purchase Order. This Purchase Order is effective upon execution by both parties and shall remain in full force and effect until the completion of all Banker services or until terminated in accordance with Section 4, Clause 6.
BUYER — Gulf Coast Financial Holdings, LLCSignature: ______________________________
Name: Margaret E. Thornton
Title: Chief Financial Officer
Date: ______________________________
Location: Houston, Texas, United States BANKER / SELLER — Premier Banker Advisory Group, Inc.
Signature: ______________________________
Name: James R. Caldwell, CFA
Title: Managing Partner & Lead Banker
Date: ______________________________
Location: Houston, Texas, United States ⬇️ Download as DOCX Edit online as DOCX
Create your own Word template with our GoGPT AI prompt:
GoGPT