CM&AA certified specialists in M&A transaction material

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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

  • White-labeled CIM/CBR packages
  • Offshore analyst talent placement
  • Outbound lead generation management
  • Unlimited calls and edits
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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 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.

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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).

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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.

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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
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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…

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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.

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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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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.

1

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.

2

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.

3

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.

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FAQ

Frequently Asked Questions

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

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