The Information Memorandum (IM) is the confidential presentation document prepared by the seller and their financial advisor to present the business to potential acquirers in a structured sale process. It contains a detailed description of the business, markets, organisation, historical financial performance and business plan. Its quality — financial rigour, clarity of the investment thesis, presentation of competitive strengths — directly influences the level of indicative offers received. It is released after NDA signature and precedes the opening of the data room.

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Example: in the sale of a Swiss services group valued at CHF 30.0 million, Hectelion prepares a 45-page Information Memorandum covering: executive summary, sector and competitive positioning, business description, organisation and management, 3-year financial performance and 3-year projections, investment thesis and growth opportunities, and transaction data. The document is released to 12 qualified potential buyers after NDA execution.

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Hectelion drafts Information Memoranda that present the business compellingly while maintaining the analytical rigour expected by financial and strategic acquirers.