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Financial Advisory

5 engagements

Information Memorandum.Drafting of investment, transaction, and capital-raise memoranda.

Brief our team

Why this matters

The IM is the one document every potential investor reads end to end. It needs to be accurate, compliant, and persuasive in equal measure. We draft IMs for sell-side processes, capital raises, and refinancing transactions, working from the financial picture out to the strategic narrative.

What's inside

5 engagements under Information Memorandum, each with a dedicated page. Click any for the full brief.

01

Executive Summary

Two pages that decide whether the bidder reads the rest.

02

Business Description

What the business does, how it makes money, customer concentration, supplier dependence, and the regulatory operating environment.

03

Historical Financials

Three to five years of audited financials, with the management normalisations clearly identified.

04

Forecast Financials

Forward three-to-five-year P&L, cash flow, and balance sheet, with the assumption book annexed.

05

Process Section

Bid timetable, data-room access mechanics, management-meeting protocol, and the SPA terms the seller expects to operate within.

First time?

Read our step-by-step guides before you engage. Or speak to a partner.

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