THE CORE DOCUMENT
IM Build
From the first information request to the complete information memorandum.
- Investment story
- Business & market
- Financial presentation
FOR INVESTMENT BANKS & M&A ADVISERS
The IM.
Off your desk.
Information memoranda and company materials for investment banks and M&A advisers. Built in your house style.
YOUR FIRMIM /
Information
memorandum
memorandum
Your narrative.
Your house style.
Your house style.
01 / Fixed fee
02 / Editable PowerPoint
03 / Partner review
01 / SERVICES
The IM.
Or the full set.
Built from company documents and management input. No existing draft needed.
THE COMPLETE SET
IM + Company
Materials
One approved narrative, carried across the materials your deal needs.
- Full IM Build
- Teaser
- Company presentation
Ready to work with. Editable files, source references and open questions included.
Scope, fee, review rounds and timing agreed upfront.
02 / DELIVERY
Less production.
More judgement.
AI reduces repetitive preparation and formatting costs. Partners own the narrative and check the figures.
Agree the brief.
We align on inputs and your template, including confidentiality and permitted AI tools before materials are shared.
Build the document.
We shape the storyline and produce the slides, flagging missing evidence and conflicting inputs.
Review. Then hand over.
Partners check figures against supplied schedules and incorporate feedback. Your team retains the client relationship, financial assumptions and final approval.
03 / EXPERIENCE
Experience in
private equity.
WHERE OUR PARTNERS BUILT THEIR EXPERIENCE
SELECTED INVESTORS ADVISED IN PREVIOUS ROLES
04 / THE PARTNERS
Commercial depth.
Investor perspective.
PARTNER
Robin Hendrickx
Analysis & technologySoftware, AI & financial servicesBAIN & COMPANY
IMPERIAL COLLEGE LONDON
IMPERIAL COLLEGE LONDON
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Former Bain Senior Consultant with 20+ CDD deals across technology, industrials and consumer sectors. Robin combines investment-case modelling with software and AI product development. MSc Computer Science, Imperial College London.
PARTNER
Jeffrey van Aart
Storyline & operationsConsumer, retail, F&B & servicesBAIN & COMPANY
BUSINESS FOUNDER & OPERATOR
BUSINESS FOUNDER & OPERATOR
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Commercial diligence, strategy and value creation at Bain & Company, alongside founding and operating hospitality businesses. Jeffrey brings practical experience of growth plans and commercial execution.
PARTNER
Florian Losfeld
Investing & value creationHealthcare, industrials & complex buyoutsCORE EQUITY HOLDINGS
BAIN & COMPANY
BAIN & COMPANY
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Former Core Equity Holdings investor and Bain private equity consultant. Florian’s experience spans commercial diligence, acquisition cases and portfolio value creation.
LET’S SCOPE THE WORK
Discuss
your IM.
Tell us the sector, the materials you have
and the deadline you’re working towards.
Start with a brief, non-confidential outline.