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Most investors analyze potential targets through an information memorandum or "book."
The book is simply a description of the company's history, operations, financial condition,
market and potential growth opportunities. Creating a strong book which attracts interest
is not so simple and we spend significant time and effort to create a unique, one-of-a-kind
representation of the company you've worked so hard to build.
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- Interview management
- Develop and rank potential targets
- Create information memorandum
- Prepare outbound financial projections
- Determine potential tax and sale structure
- Execute confidentiality agreements
- Build on-line data room
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- Contact potential targets and others in investment banking marketplace
- Distribute memorandum
- Evaluate indications of interest
- Select groups to meet management
- Prepare management presentations
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- Conduct management presentations
- Facilitate preliminary negotiations with preferred partner
- Evaluation of options against goal
- Negotiate letter of intent
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