Information Memorandum

In Company Sales

In an Information Memorandum, ConAlliance provides a comprehensive analysis of the company for sale, covering both operational and financial dimensions and coordinating tax and legal due diligence. The goal is to identify actionable value drivers before the transaction, with a meticulous approach aimed at eliminating potential "pain points" that could disrupt or delay the sale process. This document can also serve as the foundation for the sales prospectus, presenting critical information in a manner that allows prospective buyers to formulate indicative offers. The more credible interest the Information Memorandum generates—and the more transparently it substantiates sustainable revenue streams—the greater the likelihood of attracting competitive offers. Subsequently, the seller can focus on bids that align best with their expectations and that show the highest probability of successful completion.

In Company Acquisitions

For an Investment Memorandum, we work closely with the acquisition client to define both business and personal objectives, develop acquisition criteria, and craft a compelling Equity Story. During the due diligence phase, information provided in the Information Memorandum is scrutinized, with any discrepancies serving as a basis for negotiating potential purchase price adjustments.

With our highly focused expertise in the global healthcare sector, ConAlliance brings industry-specific knowledge to deliver results with zero ramp-up time. Contact us to learn more about our approach.