Preparing compelling and accurate sell-side support documentation
The Information Memorandum (IM) and Financial Data Pack provide crucial strategic, operational, and financial information about a company that is being prepared for a sale process. As these documents are critical to create a positive first impression when engaging with potential buyers, Victanis prepares them with a level of sophistication and detail that reflects the true value and future trajectory of the company.
While the IM is provided at an early stage in the process and usually after a buyer has expressed interest and signed a non-disclosure agreement, the Financial Data Pack is shared at a later stage and provides buyers with the key strategic, operational, and financial information necessary to confirm their interest in the company and their willingness to submit a non-binding offer.
Preparing a Comprehensive Information Memorandum
Victanis is experienced at working with sellers to prepare the Information Memorandum (IM) a sell-side process requires. Our IM is a comprehensive document that provides potential buyers with detailed insights about the company's products and services, financial health, business model, operations, competitive positioning and future growth prospects and that facilitates informed acquisition decisions.
Preparing the Financial Book with Victanis
The Financial Book is a detailed financial record of the target company. It allows buyers to scrutinize the financial health, historical performance, and trends within the company.
This document includes financial statements (usually 3–5 years), revenue breakdowns, expense details, margins, cash flows, capital expenditures, and working capital needs. It may also contain financial ratios and performance benchmarks against industry standards.
When required by the complexity of the transaction, Victanis supports the buyers in preparing the financial book to give buyers a deep understanding of the financial foundation of the company, allowing for accurate valuation and assessment of potential risks.
Preparing a clear and concise Financial Pack
As part of their sell-side support services, Victanis supports sellers with the preparation of a financial pack that provides an overview of the company’s financial performance, projections and growth potential moving forward.
A financial deck typically includes key financial metrics, income statements, expenses, business KPIs, and growth forecasts. The purpose is to clearly highlight the company’s financial health and growth prospects as well as to allow for accurate valuation and assessment of possible risks. A financial deck is customized based on the company's maturity and typically projects financials for at least three years.
While having a financial deck is not mandatory when engaging in a sale process, Victanis advises clients on the advantages of producing one.
Our team consists of seasoned professionals with deep industry networks and sector-specific expertise, ensuring every project is backed by strategic insight and returns of experience.
With extensive knowledge of the countries and cultures we operate in, we succeed in matching the unique dynamics of each market and business case and in delivering seamless and respectful cross-border projects.
We offer a hands-on, project-driven approach to strategy and M&A, specializing in cross-border transactions with a focus on delivering tangible results through tailored, detail-oriented execution.
Green City : Sale of 3 French agricultural rooftop solar portfolios
M&A Support to datafirst shareholders in the selling process (on-going process)