M&A Support Services to Help You Scale
Helping business brokers, M&A advisors, investment bankers, and private equity firms facilitate $100+ million in transactions and increase deal volume with full “done-for-you” services.
- Offshore analyst talent placement
- White-labeled CIM/CBR packages
- Outbound lead generation management
Three ways we help you scale
Done-for-you support across the people, materials, and pipeline your deals depend on.
Talent: Offshore Analyst Staffing
Deal Memo sources, places, manages, and helps train offshore talent for your sell-side or buy-side M&A team.
Learn more →CIM & Investor Deck
Deal Memo develops white-labeled Confidential Information Memoranda (CIM) and Investor Decks for you.
Learn more →Lead Gen & Process Automation
Deal Memo automates your lead gen outreach and processes.
Learn more →Time is money. We save you both.
We bring speed and quality to your team. Our on-demand services help you grow and scale, saving you valuable hours every week.
For Main Street Brokers
- Talent: an offshore analyst to help screen buyers and manage listings
- CIM: white-labeled CBRs and CIMs delivered in 72 hours
- Leads: buyer outreach automation to keep your pipeline full
For Middle Market M&A
- Talent: a dedicated analyst for modeling and diligence support
- CIM: polished CIMs and investor decks for live engagements
- Leads: buy-side and sell-side outreach to keep deal flow steady
For Investment Banks
- Talent: an analyst bench to scale deal capacity without new hires
- CIM: white-labeled investor decks and CIMs under your brand
- Leads: buyer/investor universe building for capital raises
For Private Equity
- Talent: analysts to support diligence and portfolio company deal teams
- CIM: teasers and CIMs for add-on acquisitions
- Leads: buyer and target outreach for platform and add-on sourcing
For Independent Sponsors
- Talent: an analyst to help you run deals without building a full team
- CIM: white-labeled CIMs to win seller and capital-partner confidence
- Leads: outreach to find capital partners and deal targets
For Family Offices
- Talent: an analyst for direct-deal diligence and financial modeling
- CIM: investor decks for co-investment and capital raises
- Leads: deal sourcing outreach to build your proprietary pipeline
From ask to done, in four steps
No lengthy onboarding, no software to learn. Just tell us what you need.
Tell us what you need
Book a discovery call or send us your requirements.
We get to work
On sourcing your ideal candidate or producing your transaction materials.
Revise until it's right
Unlimited calls and revisions until the deliverable (or hire) is exactly what you need.
Scale your pipeline
Take on more clients and close more deals with your new bandwidth and Deal Memo team to support you.
Add a Full-Time M&A Analyst, Without the Hiring Headache
We source, test, and place offshore analysts who already know financial modeling, CIM writing, and deal process — so your team can take on more clients without the recruiting slog.
- Zero upfront cost to find and test candidates
- Works your exact hours and time-zone
- Indefinite replacement guarantee
See why our clients choose us
We are the preferred choice for advisors and acquirers that understand the importance of quality.
Ben has produced exceptional Business Sales Reports (CIMs) for me that exceed the quality of anything I could have made myself. His attention to detail and turnaround time have been a huge asset to my brokerage.
Owner, Brokerage Firm
Partnering with Ben and his team has transformed how our investment bank operates. They excel at producing polished, professional materials on tight deadlines, letting our bankers focus on closing deals.
Managing Partner, Investment Banking Firm
After years of creating CIMs and CBRs myself or hiring various vendors, working with Deal Memo has been a breath of fresh air. The quality and speed are unmatched.
Director of Operations, Brokerage Firm
Questions, answered
Everything you need to know before you scale with Deal Memo.
Every CIM, CBR, and investor deck draft is delivered in 72 hours or less, with unlimited revisions after that until you're happy with the result.
See what we've written
We enjoy spreading knowledge. Read what we’ve written in our FREE resources and featured articles.
The ROI on Standard Operating Procedures (SOPs) - and How to Start Today
Operating a business is not easy, especially if processes are disorganized. The key to operational stability is well-documented SOPs.
Read more →What is a CIM or Confidential Information Memorandum?
In this article, we highlight what a CIM is, why it is necessary, and provide an outline on what to include.
Read more →Questions to Answer in an M&A Confidential Information Memorandum or CIM
We explore the key elements and benefits of a well-crafted CIM, showcasing how it can enhance a company's presentation to buyers.
Read more →