CIM Specialist for M&A Advisory Samples
Budget: $1,500 – $3,000 USD
We are looking for an experienced investment banking, M&A, corporate finance, or transaction advisory professional who can prepare high-quality Confidential Information Memorandums (CIMs) / Information Memorandums (IMs).
The immediate requirement is to develop or professionally anonymize three presentation-based IM samples across the following sectors:
Manufacturing
B2B / Corporate Services
EPC / EPCC, preferably water treatment, infrastructure, engineering, or a related project-based business
The samples should resemble professional sell-side M&A materials prepared by boutique investment banks or transaction advisory firms.
Expected sections may include:
Executive Summary
Investment Highlights
Company Overview
Transaction Overview
Shareholding or Group Structure
Products and Services
Business Model
Operating Process or Project Lifecycle
Industry and Market Overview
Competitive Positioning
Customer and Revenue Analysis
Key Business Drivers
Regulatory and Licensing Overview
Historical Financial Performance
Financial Projections
Order Book or Project Pipeline, where applicable
Risks and Mitigants
Growth Opportunities
The final output should be in an editable PowerPoint format and must be visually professional, commercially written, and suitable for presentation to buyers, investors, or M&A advisors.
Mandatory Application Requirement
You must attach at least one relevant CIM, IM, investment memorandum, transaction deck, or sell-side M&A sample with your application.
Applications without a relevant sample will not be reviewed.
Pitch decks, startup fundraising decks, generic company profiles, and financial-model screenshots will not be considered sufficient unless they closely resemble a full M&A Information Memorandum.
Confidential client information may be redacted or anonymized.
Ideal Candidate
Previous experience in investment banking, M&A advisory, transaction services, private equity, corporate finance, or Big Four deal advisory
Strong PowerPoint presentation skills
Ability to convert raw company information into a clear investment narrative
Experience with market research, transaction positioning, financial commentary, and industry analysis
Familiarity with manufacturing, B2B services, EPC, EPCC, infrastructure, or water treatment businesses
Strong written English
High attention to detail
When Applying, Please Answer
How many CIMs or Information Memorandums have you previously prepared?
Which of the three required sectors have you worked in?
Will you personally prepare the work, or will it be delegated?
What information would you require from us to begin?
What is your turnaround time for the first draft?
Please attach your most relevant sample.
Important
We are not looking for a generic Canva designer or someone who only formats slides.
The selected freelancer must understand how to:
identify relevant business and transaction information;
recommend the data required from management;
conduct industry and regulatory research;
write buyer-oriented investment commentary; and
structure an institutional-quality M&A memorandum.
No relevant attached sample = application will be rejected.
The immediate requirement is to develop or professionally anonymize three presentation-based IM samples across the following sectors:
Manufacturing
B2B / Corporate Services
EPC / EPCC, preferably water treatment, infrastructure, engineering, or a related project-based business
The samples should resemble professional sell-side M&A materials prepared by boutique investment banks or transaction advisory firms.
Expected sections may include:
Executive Summary
Investment Highlights
Company Overview
Transaction Overview
Shareholding or Group Structure
Products and Services
Business Model
Operating Process or Project Lifecycle
Industry and Market Overview
Competitive Positioning
Customer and Revenue Analysis
Key Business Drivers
Regulatory and Licensing Overview
Historical Financial Performance
Financial Projections
Order Book or Project Pipeline, where applicable
Risks and Mitigants
Growth Opportunities
The final output should be in an editable PowerPoint format and must be visually professional, commercially written, and suitable for presentation to buyers, investors, or M&A advisors.
Mandatory Application Requirement
You must attach at least one relevant CIM, IM, investment memorandum, transaction deck, or sell-side M&A sample with your application.
Applications without a relevant sample will not be reviewed.
Pitch decks, startup fundraising decks, generic company profiles, and financial-model screenshots will not be considered sufficient unless they closely resemble a full M&A Information Memorandum.
Confidential client information may be redacted or anonymized.
Ideal Candidate
Previous experience in investment banking, M&A advisory, transaction services, private equity, corporate finance, or Big Four deal advisory
Strong PowerPoint presentation skills
Ability to convert raw company information into a clear investment narrative
Experience with market research, transaction positioning, financial commentary, and industry analysis
Familiarity with manufacturing, B2B services, EPC, EPCC, infrastructure, or water treatment businesses
Strong written English
High attention to detail
When Applying, Please Answer
How many CIMs or Information Memorandums have you previously prepared?
Which of the three required sectors have you worked in?
Will you personally prepare the work, or will it be delegated?
What information would you require from us to begin?
What is your turnaround time for the first draft?
Please attach your most relevant sample.
Important
We are not looking for a generic Canva designer or someone who only formats slides.
The selected freelancer must understand how to:
identify relevant business and transaction information;
recommend the data required from management;
conduct industry and regulatory research;
write buyer-oriented investment commentary; and
structure an institutional-quality M&A memorandum.
No relevant attached sample = application will be rejected.