Information Memorandum & transaction materials
The Information Memorandum is the central document of a sale process: it is what acquirers build their first conviction on. Its quality - rigour of the numbers, clarity of the equity story, formal polish - directly shapes how the asset is perceived and how the process gathers momentum. I produce it end-to-end - equity story, document structure and drafting - fully autonomously or under your direction.
What I produce
- Teaser - an anonymised presentation of the opportunity, designed to generate interest without revealing the target’s identity
- Information Memorandum - the reference document of the process: market, business, clients, organisation, financials and equity story
- Management Presentation - the material supporting management meetings with acquirers or investors in phase 2 of the process
- One-pagers and pitch decks - summaries and outreach materials for investors, acquirers or internal committees
- Reformatting and upgrading - taking existing documents up to standard before distribution
Demonstrate, don’t assert
Understand the business
Analysis of the business model, growth and margin drivers, client base and positioning - before any drafting.
Structure the equity story
Messages ranked from the acquirer’s point of view: every claim backed by a fact, a figure or an identified source.
Draft and format
Sober, factual drafting, formatting to the standard of competitive processes, figures checked for consistency from page to page.
Pages taken from real documents
The pages below are taken from Information Memoranda actually produced, shown in their original layout. Target companies are referred to by their code names and working-document confidentiality notices have been removed; the advisors’ logos shown appear with their consent.
Project Tammuz - fundraising of approximately €20m - renewable gases - document in English
Project Aubépine - sale process - specialised temporary staffing
Project Acacia - sale process - temporary staffing and recruitment
Authentic documents - code names used and confidential elements removed where the mandate is not public. On white-label engagements, production is done under your templates and your identity.
Documents used in live processes
- Groupe Betem - MBO with a minority investment by Parquest Capital - production of the Information Memorandum and Management Presentation for a multidisciplinary engineering group with approximately €55m of revenue, working directly with the CFO and the M&A advisor
- Fundraising of approximately €20m (ongoing) - full production of the Information Memorandum for Green Cape Partners and Tahuri Energies, advisors to the transaction - equity story, structure and narrative produced autonomously - for a biotechnology company specialised in renewable gases (end client confidential)
“[…] The final document is not only complete and well structured, it also reflects a deep understanding of our needs and objectives.”
Who is this for?
Investment banks and M&A boutiques looking to outsource the document production of a mandate, owners preparing a sale, funds or companies preparing a raise. White-label engagements available, under your templates.
Discuss a document project →An Information Memorandum to produce?
Describe your transaction in full confidence: I will come back to you within 24 hours with a proposed structure, a timetable and a quote.
Get in touch