The Information Memorandum is a part of Sell-side M&A Process.
At the beginning of any sell-side M&A process, you’ll gather information on your client, including its products and services, financials, and market.
The structure of a IM varies by firm and group, but it usually contains these sections:
1) Overview and Key Investment Highlights
2) Products and Services
4) Sales & Marketing
5) Management Team
6) Financial Results and Projections
7) Risk Factors (Sometimes omitted)
Debt-related IMs will include the proposed terms – interest rates, interest rate floors, maturity, covenants, etc. – and details on how the company plans to use the funding.
Cacelli & Partners draw up it for you.