Preparation of Information Memorandum

An information memorandum (IM) is one of the first things an investor will ask for during any kind of M&A activity. A well comprehensive information memorandum lays a strong foundation for any capital raising requirement or during any resolution requirement. We at RBSA will follow the following heading for any IM.

  • Letter on invitation to investor
  • Investment highlights
  • Executive summary
  • Business plan and growth strategy
  • Associated Risk in the transaction
  • Executive team
  • Investment offer
  • Financial statement and its analysis
  • Mode of investment
  • Glossary of Terms
  • Corporate directory
  • Application form
  • Disclaimer



RBSA Advisors - Mitali Shah

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