Custom CIMs, CBRs, & Decks Developed by Certified M&a Experts

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

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 in developing your own materials.

For Main Street Brokers

A Confidential Information Memorandum (CIM) is crucial for a quick and easy sale. It’s also a representation of your services. We specialize in crafting white-labeled CIMs, teasers, and financials with your branding, so you can focus on what matters most: deal volume. We also help you interview the seller, serving as an extension of your team.

For Middle Market M&A

Attracting strategic buyers requires a well-developed sell-side package. Showcase your polished M&A advisory with our Middle Market Confidential Information Memorandum (CIM) package, targeted towards a more sophisticated audience of institutional investors (including personalization for each buyer).

For Raising Capital

Whether you’re raising institutional debt or seeking private capital for your next acquisition, we’ll develop your deck for the right audience, so you can secure funding. Each deliverable includes a full-sized investor memorandum to help set the stage for the right investor.

Reviews

See why our clients choose us

We are the preferred choice for business brokers, acquirers, and owners that understand the importance of quality.

★★★★★ 5/5

"Ben's work on my CIMs or what I call Business Sales Reports has been very outstanding. The work is so much more professional than anything I have been able to put together myself over the last 25 years I have been selling small businesses."

David B.

Owner, Brokerage Firm

★★★★★ 5/5

"Working with Ben and the team has been an absolute game-changer for our investment bank. Their expertise in creating high-quality teasers and CIMs for our clients is unmatched. It's a true pleasure to partner with professionals who make our job easier while maintaining the highest standards of quality."

Sean S.

Managing Partner, Investment Banking Firm

★★★★★ 5/5

"I have been either making my own CIMs and CBRs or working with vendors to make them for years. And this hands down has been the best experience. This team is fast, accurate, communicative, and follows through. They are now my go-to top choice provider! Thank you Deal Memo for raising the bar and making CIM creation a smooth sailing experience."

Elyssa W.

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.

How It Works

Just 3 easy steps

We set you up with a Data Room and dedicated account team to ensure all data and
communications are fast, secure, and easy.

Information gathering

We get on a call with you, your client, and/or your team to dive deep into your needs. We’ll even
interview you or your client at no extra charge.

Begin development

We’ll develop each draft in 72 hours or less, using the information we’ve gathered and you’ve provided. Onboarding with us is quick and really easy.

Review and edits

Once the deliverables are ready, we’ll send them to you for review. We’ll make edits until you’re 100% satisfied. And if you need updates later on, we won’t charge you for that either.

FAQ

Frequently Asked Questions

We understand you might have questions. Here are some of the most common and important.

CIMs

Investor Decks

CIMs

Investor Decks

Full CIM

for M&A Advisors, Investment Banks, and Business Brokers

Investment and Fundraising Deck

for acquirers

Custom CIMs, CBRs, & Decks Developed by Certified M&a Experts

Services