“Give me six hours to chop down a tree,
and I will spend the first four sharpening the axe”
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.