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We are looking for an experienced investment banking, M&A, corporate finance, or transaction advisory professional who can prepare high-quality Confidential Information Memorandums (CIMs) / Information Memorandums (IMs). The immediate requirement is to develop or professionally anonymize three presentation-based IM samples across the following sectors: Manufacturing B2B / Corporate Services EPC / EPCC, preferably water treatment, infrastructure, engineering, or a related project-based business The samples should resemble professional sell-side M&A materials prepared by boutique investment banks or transaction advisory firms. Expected sections may include: Executive Summary Investment Highlights Company Overview Transaction Overview Shareholding or Group Structure Products and Services Business Model Operating Process or Project Lifecycle Industry and Market Overview Competitive Positioning Customer and Revenue Analysis Key Business Drivers Regulatory and Licensing Overview Historical Financial Performance Financial Projections Order Book or Project Pipeline, where applicable Risks and Mitigants Growth Opportunities The final output should be in an editable PowerPoint format and must be visually professional, commercially written, and suitable for presentation to buyers, investors, or M&A advisors. Mandatory Application Requirement You must attach at least one relevant CIM, IM, investment memorandum, transaction deck, or sell-side M&A sample with your application. Applications without a relevant sample will not be reviewed. Pitch decks, startup fundraising decks, generic company profiles, and financial-model screenshots will not be considered sufficient unless they closely resemble a full M&A Information Memorandum. Confidential client information may be redacted or anonymized. Ideal Candidate Previous experience in investment banking, M&A advisory, transaction services, private equity, corporate finance, or Big Four deal advisory Strong PowerPoint presentation skills Ability to convert raw company information into a clear investment narrative Experience with market research, transaction positioning, financial commentary, and industry analysis Familiarity with manufacturing, B2B services, EPC, EPCC, infrastructure, or water treatment businesses Strong written English High attention to detail When Applying, Please Answer How many CIMs or Information Memorandums have you previously prepared? Which of the three required sectors have you worked in? Will you personally prepare the work, or will it be delegated? What information would you require from us to begin? What is your turnaround time for the first draft? Please attach your most relevant sample. Important We are not looking for a generic Canva designer or someone who only formats slides. The selected freelancer must understand how to: identify relevant business and transaction information; recommend the data required from management; conduct industry and regulatory research; write buyer-oriented investment commentary; and structure an institutional-quality M&A memorandum. No relevant attached sample = application will be rejected.
Project ID: 40602041
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11 freelancers are bidding on average $1,661 USD for this job

With over 8 years of experience, I have an intimate understanding of the M&A landscape and can create the tailored content your project requires. I have a track record of preparing comprehensive business plans and financial models for over 150 ventures across an array of industries, including B2B services. My approach is guided by meticulous research, attention to detail, and a strong command of both written communication and PowerPoint that will ensure the delivery of professional, visually appealing, and commercially-driven CIMs/IMs. Moreover, I'm not just well-versed in finance; I have hands-on experience with transaction advisory, thanks to my involvement in the investing circle. This manifests in my ability to identify and assimilate relevant business and transaction information quickly as well as structure and write compelling investment narratives for specific audiences like buyers, investors, or M&A advisors - skills that align seamlessly with your requirement. With my financial expertise, too, you can be guaranteed accurate historical financial analyses, insightful projection inputs, and necessitated risk identification along with mitigation strategies. I always take charge of the work granted to me & put my best foot forward to ensure a turn-around time as reasonable as possible without compromising quality. Let's drive success together with strong CIMs/IMs that accurately represent your business venture!
$1,525 USD in 7 days
7.3
7.3

Hi, I can prepare professional CIM/IM samples for Manufacturing, B2B/Corporate Services, and EPC/EPCC-style businesses, with institutional sell-side structure, strong investment narrative, clean PowerPoint design, and buyer-focused commentary. The best solution is to first review the raw company details, financials, sector background, transaction objective, management inputs, and any sample style you prefer. I’ll then build each IM with executive summary, investment highlights, company overview, business model, market overview, customer/revenue analysis, financial performance, projections, risks, mitigants, and growth opportunities. I’m comfortable with M&A-style information memorandums, corporate finance writing, market research, financial commentary, transaction positioning, PowerPoint structuring, and anonymizing sensitive materials professionally. Deliverables will include: * 3 editable PowerPoint CIM/IM samples * Manufacturing IM * B2B/Corporate Services IM * EPC/EPCC-style IM * Professional sell-side structure * Market and industry sections * Financial and operating analysis * Risks, mitigants, and growth story * Clean buyer-ready formatting * One revision round I will personally prepare the work and can attach a relevant anonymized CIM/IM sample with the application. To begin, I would need company profile, financials, customer mix, products/services, pipeline/order book, management notes, and preferred branding. Best regards Ankit
$1,500 USD in 10 days
2.1
2.1

Having successfully completed my CA Finalist program and garnering over 3 years of experience in Accounting and Finance, I dare say that I'm well-versed in the intricacies of financial analysis. A skill which could be vital in your search for a competent CIM Specialist who can also develop or professionally anonymize three presentation-based IM samples across the given sectors. My familiarity with an array of accounting/ERP software systems including SAP, Xero, QuickBooks, Oracle, Peachtree amongst others is a valuable asset for this project. Though my work experience primarily revolves around Manufacturing (Chemical and Food sectors), Trading, Services, Telecom, and Health industries, I believe that all this exposure would bode well for your requirements. It has given me the advantage to manage end-to-end accounting platforms and handle complex audit assignments; thereby, honing my ability to identify relevant business information and evaluate company's performance based on its financials. Furthermore, punctuality combined with high attention to detail are my work ethic gene-tags. Therefore, if selected for this CIM Specialist role, you can expect timely delivery of the requested three presentation-based IM samples - fully equipped with the expected sections and with polished contents gleaned from deep industry analysis (ensuring that important details are not overlooked). As per your requirement, the presentations will be designed on PowerPoint
$1,500 USD in 1 day
0.0
0.0

IF YOU'RE NOT HAPPY, YOU DON'T PAY. I recently completed a project where I developed high-quality CIMs for a manufacturing firm, resulting in increased interest from potential investors. I understand the need for professionally anonymized IM samples in the manufacturing and EPC sectors. I will deliver clean and visually appealing presentations that clearly communicate investment opportunities and key business drivers. My focus will be on crafting a compelling narrative while ensuring the documents are tailored to resonate with buyers and M&A advisors. I prioritize good planning, clean and maintainable code, clear communication, on-time delivery, and reliable long-term solutions. I am confident that I can meet your requirements effectively. If this aligns with your project, feel free to reach out to discuss scope and pricing. WORST CASE SCENARIO YOU WALK AWAY WITH A FREE CONSULTATION. Regards ridwaan6254
$1,800 USD in 7 days
0.0
0.0

Understanding your need for high-quality Confidential Information Memorandums tailored for M&A advisory, I recognize the importance of creating compelling narratives that resonate with potential buyers and investors. I have a strong background in investment banking and corporate finance, having developed several CIMs across sectors like manufacturing and B2B services. My approach focuses on identifying key business drivers and crafting narratives that highlight growth opportunities and competitive positioning. I prioritize clear communication and timely delivery, ensuring a collaborative process throughout. I would start by outlining the essential data required from your team to create a comprehensive IM and deliver the first draft promptly. I offer a free consultation to discuss your vision and specific requirements. What are your preferred timelines for this project?
$1,500 USD in 7 days
0.0
0.0

As an investment banking professional with comprehensive experience in business and financial analysis, I believe I can deliver outstanding CIMs catered to your needs. Having prepared numerous Information Memorandums in my previous roles, I have developed a keen eye for detail, a strong grasp of market research, and the ability to transform complex data into concise, meaningful narratives. Furthermore, my proficiency in PowerPoint design ensures that the final output would be visually compelling while accurately capturing your vital information. In addition, my background includes extensive work in the manufacturing and market research sectors - two of the areas you are actively seeking expertise in. This familiarity allows me to better understand and communicate your value proposition, industry positioning, and competitor landscape convincingly. I am also driven to conduct accurate industry research and identify relevant business insights that will enhance the quality of your CIMs. Moreover, I understand that the content I prepare must not only be robust and informative but also appeal to the targeted audience - buyers, investors or M&A advisors. My experience has provided me with valuable insights into crafting buyer-oriented investment commentary and creating an institutional-quality M&A memo from scratch. Given a chance to work on this project, I'd approach it wholeheartedly guaranteeing timely submissions without compromising on quality.
$2,250 USD in 7 days
0.0
0.0

Mawana, India
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