Strategy & Execution

Information Memorandum (IM / CIM)

The detailed confidential document that sells your business to investors.

Information Memorandum (IM / CIM)Image · Information Memorandum (IM / CIM)
Overview

An information memorandum (IM or CIM) is the detailed, confidential document that presents a business or asset to prospective investors or buyers after an NDA. Matchpoint writes IMs that shape how investors value the opportunity and set the tone for the whole process.

As part of our Strategy & Execution practice, Matchpoint Partners has originated and led $2+ billion of transactions across four continents, and every strategy & execution mandate is led by a partner, from first call to close.

How Matchpoint helps

Our role on information memorandum (im / cim) mandates

  • Business, market, operations and management
  • Financial performance and forward plan
  • Transaction rationale and use of funds
  • NDA-gated, investor- and buyer-ready
Track record

Select transactions

Representative strategy & execution mandates led by Matchpoint partners.

Impact · PE
$400m

Ethical / Shariah-compliant private equity fund placement.

PE Fund Placement · Global
Real Estate · PE
€220m

PBSA & commercial real estate PE fund — restructuring + placement.

Restructuring + Placement · Europe
Healthcare · PE
$125m

Healthcare-focused private equity fund (AIF) placement.

PE Fund Placement · Asia
Questions, answered

Information Memorandum (IM / CIM) — frequently asked questions

The detailed confidential document describing a business or asset offered for sale or investment, covering history, market, operations, management, financials and the transaction. It is released after an NDA and underpins indicative offers.

A teaser is a short, anonymous one- to two-pager that tests appetite before an NDA; the IM is the full document released once an NDA is signed.

Two connected things: value-creation strategy and transformation (sharpening the equity story, operating and margin improvement, transaction readiness), and the hands-on execution behind a raise or restructuring — financial modelling (three-statement, DCF, LBO, project finance, 13-week cash flow), investor documentation (information memorandum, pitch deck, business plan, data room), fundraising support (strategy, investor mapping, outreach, term-sheet and cap-table advisory) and turnaround support (valuation, due-diligence prep, IBR, lender packs).

Yes. These services are delivered on a monthly retainer or per deliverable, so a company that needs strategy input, a model, an IM or a full fundraising process can bring in senior corporate finance capability without hiring a team.

Founders, promoters, developers and management teams that need capital and need the strategy, modelling, documentation and process done to an institutional standard — including businesses under time or liquidity pressure.

Engagements ordinarily combine a retainer with a success fee. Terms are agreed in writing before work begins and calibrated to the mandate’s size, scope and complexity.

Most mandates reach a first term sheet within 30 days, depending on diligence readiness and structure; closing follows once terms are agreed.

A short, confidential scoping call and NDA; we structure the requirement and prepare materials, then run a competitive process across our 5,000+ investor and lender relationships, and negotiate to close — with a partner leading at every step.

Matchpoint Partners is based in the UAE and runs cross-border mandates across the UAE, KSA, India and the UK, with active deal activity in wider Europe, Singapore and the United States.

Matchpoint undertakes corporate finance, financing, M&A and fund-placement mandates from USD 5m upwards, subject to mandate fit, diligence, applicable regulation, capacity and a written engagement. The partner team has originated and led $2+ billion of transactions.

Use the enquiry form, email contact@matchpoint-partners.com, or call/WhatsApp +971 52 345 1119. Every mandate is led by a partner from the very first conversation.

Yes. Confidential information is handled under the engagement terms and any applicable non-disclosure agreement.

Interested in information memorandum (im / cim)?

Tell us your requirement and a partner will respond personally.

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