Offering Memorandum (OM)
The offering memorandum is a detailed, 30-45 page document used to help sell the client to potential buyers. Also called a Confidential Information Memorandum (CIM).
- An offering memorandum typically includes the following information:
- Executive Summary – Includes a business overview, highlights on why the company is a great investment and a summary of the type of transaction.
- Business Overview – Company history, customer information, operations information, growth opportunities
- Industry Overview
- Employee, management and ownership information
- Financial Information – Historical and projected income statement and balance sheet; revenue and profitability trends
- Any supporting information