M&A Support Services to Help You Scale

Helping business brokers, M&A firms, and investment banking teams
facilitate $100+ Million in transactions and increase deal volume with a full “done-for-you” service

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Services

Time is money. We save you both.

We bring speed and quality to your team. Our on-demand services help you grow
and scale, saving you valuable time.

For Main Street Brokers

For Middle Market M&A

For Raising Capital

Reviews

See why our clients choose us

We are the preferred choice for Business Brokers, M&A Firms, and Investment Banks that understand the importance of quality.

Rated 5 out of 5
"Ben has produced exceptional Business Sales Reports (CIMs) for me that exceed the quality of anything I've created myself during my two decades of experience selling small businesses. His work demonstrates a level of professionalism that significantly exceeds what I've been able to produce on my own."
Owner, Brokerage Firm
Rated 5 out of 5
"Partnering with Ben and his team has transformed how our investment bank operates. They excel at producing top-tier teasers and CIMs for our clients. Working with Deal Memo to streamline our work process has been very helpful."
Managing Partner, Investment Banking Firm
Rated 5 out of 5
"After years of creating CIMs and CBRs myself or hiring various vendors, working with Deal Memo has been the best experience. The team is fast, reliable, and produces a CIM that's better than what I can write on my own. Deal Memo has become my preferred provider, setting new industry standards and making the CIM creation process effortless and seamless."
Director of Operations, Brokerage Firm
Articles

See what we've written

We enjoy spreading knowledge. Read what we’ve written in our FREE resources and featured articles.

The ROI on Standard Operating Procedures (SOPs) - and How to Start Today

Operating a business is not easy, especially if processes are disorganized. The key to operational success is…

What is a CIM or Confidential Information Memorandum?

In this article, we highlight what is a CIM, why it is necessary, and provide an outline on what to include when developing a CIM.

Questions to Answer in a Confidential Information Memorandum or CIM

We explore the key elements and benefits of a well-crafted CIM, showcasing how it can enhance a company’s value.

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