Confidential Information Memorandum for Engineering Company
See more projectsIntensity
15hr/week
Est. Duration
6weeks
Location
Remote
Project Overview
8 to 15 years professional experience
Finance & Accounting - Investor Relations
We need a Confidential Information Memorandum and a target buyer list for an Engineering Firm.
Our client is an engineering firm in the northeast and we have been engaged to assist/advise the current shareholders with a sale of 100% of the Company. Atlantic is seeking a consultant to assists us with that process.
Atlantic would like a consultant with both engineering and sell side M&A experience.
Geographic proximity is not seen as important.
Travel would not be required.
We don’t envision direct contact with the client but that could change as necessary.
Phase 1
Create list of potential target buyers
Draft a Confidential Information Memorandum. We will supply a suggested outline.
Draft a teaser or marketing piece for e-mail or direct mail
Work with Atlantic and client to assemble necessary documents
Review / critique current valuation
Identify value drivers, concerns, SWOT
Our client is an engineering firm in the northeast and we have been engaged to assist/advise the current shareholders with a sale of 100% of the Company. Atlantic is seeking a consultant to assists us with that process.
Atlantic would like a consultant with both engineering and sell side M&A experience.
Geographic proximity is not seen as important.
Travel would not be required.
We don’t envision direct contact with the client but that could change as necessary.
Phase 1
Create list of potential target buyers
Draft a Confidential Information Memorandum. We will supply a suggested outline.
Draft a teaser or marketing piece for e-mail or direct mail
Work with Atlantic and client to assemble necessary documents
Review / critique current valuation
Identify value drivers, concerns, SWOT
Additional Notes
Experience in the engineering field would be a strong positive. Preferred Skills and Certifications
Functional
Investor Relations
About The Client
Top Skills Hiring For
Investor Relations
Financial Modeling
Corporate Finance
$8.8K
Total Spent
11 years
Time On Graphite
1
Hiring Managers