How to write a Confidential Information Memorandum (CIM)
Originally published: 12/11/2018 11:46
Last version published: 16/01/2019 09:19
Publication number: ELQ-40595-2
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How to write a Confidential Information Memorandum (CIM)

This is a Confidential Information Memorandum template, with accompanying methodology.

This Confidential Information Memorandum template, or CIM, provides the user with a ready-to-use template for personalisation. It also comes with a methodology, including a detailed analysis of each part of the CIM to help the user get a better understanding of its contents.

The sections included in the template are as follows:

- Introduction
- Executive Summary
- Investment Thesis
- Overview of the market
- Overview of the company
- Products and Services
- Revenue profile
- Employee profile
- Customer Profile
- Financial Historical & Projections
- Management Team
- Appendix

What is a Confidential Information Memorandum?

Drafted by an advisory Merger and Acquisition company or investment banker, this document is used in the selling process, in order to advertise a business.

This is a crucial document as it carries the information needed for a prospective buyer to consider purchase, and also the terms of purchase to be negotiated. It thus does not just vie to sell, however attempts to increase the value of sale through an exemplary pitch.

This tool is ready-to-use and instantly downloadable, to find more tools like this please visit our channel page, or the CFI main channel page.

If you have any questions on the tool, please do not hesitate to start a discussion below.

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  • Vincent Murphy
    is there a template to buy or download say for a (word doc) that works best?
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    4.9 / 5 (7 votes)

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