Investment Memorandum / CIM Specialist for M&A Advisory Samples

We are looking for an experienced investment banking, M&A, corporate finance, or transaction advisory professional who can prepare high-quality Confidential Information Memorandums (CIMs) / Information Memorandums (IMs). The immediate requirement is to develop or professionally anonymize three presentation-based IM samples across the following sectors: Manufacturing B2B / Corporate Services EPC / EPCC, preferably infrastructure, engineering, or a related project-based business The samples should resemble professional sell-side M&A materials prepared by boutique investment banks or transaction advisory firms. Expected sections may include: Executive Summary Investment Highlights Company Overview Transaction Overview Shareholding or Group Structure Products and Services Business Model Operating Process or Project Lifecycle Industry and Market Overview Competitive Positioning Customer and Revenue Analysis Key Business Drivers Regulatory and Licensing Overview Historical Financial Performance Financial Projections Order Book or Project Pipeline, where applicable Risks and Mitigants Growth Opportunities The final output should be in an editable PowerPoint format and must be visually professional, commercially written, and suitable for presentation to buyers, investors, or M&A advisors. Mandatory Application Requirement: You must attach at least one relevant CIM, IM, investment memorandum, transaction deck, or sell-side M&A sample with your application. Applications without a relevant sample will not be reviewed. Pitch decks, startup fundraising decks, generic company profiles, and financial-model screenshots will not be considered sufficient unless they closely resemble a full M&A Information Memorandum. Confidential client information may be redacted or anonymized. Ideal Candidate Previous experience in investment banking, M&A advisory, transaction services, private equity, corporate finance, or Big Four deal advisory Strong PowerPoint presentation skills Ability to convert raw company information into a clear investment narrative Experience with market research, transaction positioning, financial commentary, and industry analysis Familiarity with manufacturing, B2B services, EPC, EPCC, infrastructure, or water treatment businesses Strong written English High attention to detail When Applying, Please Answer How many CIMs or Information Memorandums have you previously prepared? Which of the three required sectors have you worked in? Will you personally prepare the work, or will it be delegated? What information would you require from us to begin? What is your turnaround time for the first draft? Please attach your most relevant sample. Important We are not looking for a generic Canva designer or someone who only formats slides. The selected freelancer must understand how to: identify relevant business and transaction information; recommend the data required from management; conduct industry and regulatory research; write buyer-oriented investment commentary; and structure an institutional-quality M&A memorandum. No relevant attached sample = application will be rejected.