Guides

Practical M&A Guides

How to write pitchbooks, CIMs, and deal documents — from experienced advisors.

How to Write a CIM (Step-by-Step Guide)

A confidential information memorandum is your most critical sell-side document. Learn the sections, structure, and techniques that win competitive bids.

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How to Write an Investment Banking Pitchbook

Step-by-step guide to building a sell-side pitchbook: structure, sections, comps, valuation, and how AI compresses the timeline from 2 weeks to 34 minutes.

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