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A pitch book, also called a Confidential Information Memorandum, is a marketing presentation (information layout) used by investment banks, entrepreneurs, corporate finance firms, business brokers and other M&A intermediaries advising on the sale or disposal of the shares or assets of a business. It consists of a careful arrangement and ...
A pitch book, also called a confidential information memorandum (CIM), is a document that highlights the relevant financial information, past transaction experience, and background of the deal team to market the bank to a potential M&A client; if the pitch is successful, the bank arranges the deal for the client. [13]
A prospectus from the US. A prospectus, in finance, is a disclosure document that describes a financial security for potential buyers. It commonly provides investors with material information about mutual funds, stocks, bonds and other investments, such as a description of the company's business, financial statements, biographies of officers and directors, detailed information about their ...
Instead, they are issued through Offering Memorandum. Private placements come with a great deal of administration and have normally been sold through financial institutions such as investment banks. New FinTech companies now offer an automated, online process making it easier to reach potential investors and reduce the administration.
The two met in the early 1990s while Mr. Smith was employed with Kemper Securities (now part of Wachovia Bank) and together they sold a software company where Mr. Houlihan was chairman. The two partners formed Houlihan Smith as a multi-service investment bank with strong underpinnings in the fields of complex business valuation and M&A deal-making.
A company backed by US investors sold "deforestation-free" palm oil to the makers of Cheetos, Colgate and Pepsi. But its investors have ties to the company that cleared Amazonian rainforest for ...
Offering. The company provides the investment firm a confidential business plan to secure initial interest. Private placement memorandum. A PPM/prospectus is generally not used in the Silicon Valley model. Negotiation of terms. Non-binding term sheets, letters of intent, and the like are exchanged back and forth as negotiation documents. Once ...
An offering memorandum (OM) or offering circular (OC) is a type of prospectus (finance) for a bond or other security. [1] Sometimes, this is also referred to as a prospectus, offering memorandum, or short OC. [ 2 ]