Investment highlights
The capabilities, customer relationships and growth opportunities that make the business attractive.
Sell-side / CIM creation
Bring the business to life.
Build a buyer-ready CIM.
Turn management materials, market research and financial information into a compelling company narrative. Develop the full memorandum with your Analyst, so your team can focus on preparing and running the sale.
Develop the company story from substantive research and operating detail.Actual product screen
The story a buyer needs
From investment highlights
to the operating detail.
Develop the sections together, so the growth story, financial performance and business model all describe the same opportunity.
Market & positioning
The demand drivers, competitive landscape and position the company has built.
Business & operations
Products, customers, commercial model, people and the way the business delivers.
Financial performance
The revenue model, historical performance and management’s operating assumptions.
Growth plan
The initiatives and investment needed to realize the next phase of the opportunity.
From management inputs to a finished narrative
Put more of your team’s time
into the transaction.
The Analyst helps with the research, synthesis and drafting needed to produce a substantive CIM. You shape the positioning and determine what is ready to share.
Make the management materials work harder
Use presentations, company files and financial information as the foundation. Develop missing market context and bring the business story into a coherent structure.
Make the investment highlights specific
Explain the capabilities, customer value and growth initiatives behind the opportunity. Connect each highlight to the business and financial narrative.
Refine the release version
Work through management and advisor feedback, reconcile key definitions, and prepare the document for your team’s approval and distribution process.
Take a closer look
Find the right buyers ↗Prepare management for the next stage ↗Prepare the document that opens the buyer conversation.
Want our best minds alongside your team? Explore Managed Services.