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.

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 CORE DOCUMENT

IM Build

From the first information request to the complete information memorandum.

  • Investment story
  • Business & market
  • Financial presentation

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.

01

Agree the brief.

We align on inputs and your template, including confidentiality and permitted AI tools before materials are shared.

02

Build the document.

We shape the storyline and produce the slides, flagging missing evidence and conflicting inputs.

03

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

Bain & CompanyCore Equity Holdings

SELECTED INVESTORS ADVISED IN PREVIOUS ROLES

CVCBain CapitalAdvent InternationalEQTPermiraCinvenPAI PartnersKKRTPGWarburg PincusWaterlandRivean CapitalParcomGimvBencisGilde Equity ManagementCobepaEgeria

04 / THE PARTNERS

Commercial depth.
Investor perspective.

PARTNER

Robin Hendrickx

Analysis & technologySoftware, AI & financial servicesBAIN & COMPANY
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
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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
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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.