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Strategic Advisors
Confidential Information Memorandum Template

This template has successfully been used to close over $100M in exits to several premier Private Equity firms. This is the language, format, and packaging that they expect sophisticated business owners to represent their businesses. Using this format gives you a substantial head start as you market your business.
The Confidential Information Memorandum or "CIM", more commonly, is the format used to communicate the essence of a business under consideration for sale. A CIM will describe all key parts of the business, from its founding story, to its ownership and leadership, to its operations, sales performance, financial performance and projections, strategic market fit and market dynamics, products and services, and vision for the future.
This template has successfully been used to close over $100M in exits to several premier Private Equity firms. This is the language, format, and packaging that they expect sophisticated business owners to represent their businesses. Using this format gives you a substantial head start as you market your business.
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This template is targeted for use by firms < $50M in revenue. Contact ShadowHornet to help you with any questions you may have.
The template is appropriate for attaining investment bank representation, attaining early stage and mid-stage investors, and those seeking direct exit to strategic or financial buyers.
June 1, 2022