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Confirm scope and deal context — Identify transaction type (full sale, majority recapitalization, minority investment). Clarify whether the CIM is for a broad auction, limited process, or single-buyer negotiation. Determine target page count and level of financial detail.
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Build the executive summary — Draft a 1–2 page overview covering: investment highlights (3–5 bullet thesis points), business snapshot, key financial metrics (revenue, EBITDA, margins, growth rate), and transaction overview. This section sells the opportunity at a glance.
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Draft the business description — Cover company history, mission, products/services in detail, value proposition, and operational model. Use clear sub-sections for each business line if the company is diversified. Include facility/operations overview with maps or diagrams where helpful.
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Present the industry and market overview — Summarize addressable market size, growth dynamics, regulatory environment [VERIFY], and competitive landscape. Position the company within the market using frameworks buyers expect (market share, differentiation, barriers to entry).
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Detail the growth strategy — Articulate 3–5 specific, credible growth drivers with supporting evidence. Distinguish between organic initiatives (product launches, pricing, cross-sell) and inorganic opportunities (tuck-in acquisitions, geographic expansion). Quantify the revenue/EBITDA impact where possible.
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Compile the financial overview — Present historical performance (3–5 years), adjusted EBITDA reconciliation with footnoted adjustments, key financial metrics and KPIs, and a management case or projections if authorized. Include quality-of-earnings-style normalization where applicable.
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Draft the management and employee section — Provide bios for senior leadership, organizational chart, and headcount breakdown. Note any key-person dependencies and post-close retention expectations.
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Add supplementary sections as needed — Customer overview (anonymized if early-stage), technology/IP summary, real estate and asset detail, environmental or regulatory considerations [VERIFY].
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Review and polish — Ensure narrative consistency, verify all figures tie to source financials, confirm adjusted EBITDA bridge foots, and apply professional formatting (table of contents, headers, page numbering, disclaimers).
