“Give me six hours to chop down a tree,

and I will spend the first four sharpening the axe”

Abe Lincoln

Preparation matters…

There many moving parts related to preparing for a transaction. We coordinate with you and you advisors (attorneys, accountants, auditors, etc.) to ensure preparedness for facing investors and buyers.

We devote a significant amount of time to evaluating and fully understanding the value proposition, key investment highlights and potential challenges of a client in order to efficiently and effectively communicate the opportunity to a variety of investors and strategic buyers.

As part of our investment banking services, we assist clients with creating a set of integrated and professional materials that will enhance the marketing of the deal and improve the potential outcome of a transaction. All materials are created by working closely with management and their legal counsel in an iterative process.

• Executive Summary / Teaser
• Confidential Information Memorandum (CIM)
• Private Placement Memorandum (PPM)
• Management Presentation
• Dynamic Financial Model
• Valuation Analysis
• Capitalization Table

Additionally, we assist our clients and their advisors with the coordination of due diligence readiness and the preparation of a virtual data room for sharing information with targets.