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M&A Information Memorandum Template   15-page Word document

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M&A Information Memorandum Template (Word DOCX)

File Type: 15-page Word document

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  1. Provides a framework to logically present information pertaining to a company by business owners


This product (M&A Information Memorandum Template) is a 15-page Word document, which you can download immediately upon purchase.

A confidential information memorandum is a document drafted by an M&A advisory firm, investment bankers or by business owners used in a sell-side engagement to market a business to prospective buyers.

The primary mandate of an Information Memorandum is to motivate potential investment into a business. Although the document is designed to draw the interest of prospective buyers, it dually serves the purpose of transparency.

A well organised IM gives business owners the opportunity to clearly set out all relevant details pertaining to the company. It is imperative that the information is presented in an attractive, logical, and coherent way as it also reflects the companies' professionalism, quality of management, and dedication to the sale. A high-quality IM is critical to ensure a smooth transaction for it promotes transparency and minimizes unnecessary correspondence.

This document aims to guide the information required for the purpose of preparing transaction document in a logical manner.

Together with the M&A Process Letter, these documents are useful in any M&A practitioners, CEOs, CFOs, venture capitalists, transaction advisory consultants and private equity fund managers arsenal of resources.

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Source: Best Practices in M&A (Mergers & Acquisitions) Word: M&A Information Memorandum Template Word (DOCX) Document, Corporate Finance 101


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File Type: Word docx (DOCX)
File Size: 66 KB
Number of Pages: 15


Additional documents from author: 37

Corporate Finance 101 consists of ex EY and Grant Thornton consultants who have experience helping professionals across disciplines, with a focus on strategy consulting and transaction advisory.

These documents are prepared to help you increase the impact of your business communication and save you valuable time.

The documents are based upon techniques learned while working at multinational consultancy firms. [read more]

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