Investment banking and corporate development teams assemble profiles, CIMs and pitch books from the corpus, with precedent multiples on as-reported figures and every deal term quoted verbatim.
Editable company profiles, comps and precedents drawn from the corpus, ready to finish rather than build from a blank page for each mandate.
A structured draft of the memorandum with the financial exhibits attached, so weeks of drafting become editing.
Deal terms quoted verbatim and multiples computed on figures as first reported at the time, so a later restatement never distorts the comp.
MD&A, press releases and transcripts alongside the financials, so a coverage read starts from everything the company has said.
One model sits behind the profile, the comps and the precedents, so the numbers agree across the book.
One click from any number to its source, so the pitch and the diligence stand up to scrutiny.
Precedents, a profile and a CIM draft, straight from the corpus. Arrows or dots to move through.
| Target | Announced | EV / EBITDA | Consideration |
|---|---|---|---|
| Target A | Mar 2024 | 12.4x | Cash and stock |
| Target B | Nov 2023 | 10.1x | All cash |
| Target C | Jun 2023 | 13.7x | All stock |
| Metric | Latest | Prior |
|---|---|---|
| Revenue | 18,431 | 16,902 |
| EBITDA margin | 27.4% | 26.1% |
| Net debt / EBITDA | 1.8x | 2.1x |
| Section | Drafted from |
|---|---|
| Business overview | 10-K item 1 and MD&A |
| Financial performance | Five years of standardized statements |
| Segments and geography | Segment footnotes, as reported |
Editable profiles, comps and precedents assembled from the corpus, ready to finish.
editable end to endTerms are quoted verbatim and multiples computed on figures as first reported at deal time.
as-reported at deal timeA structured, sourced first draft of the CIM, with the financial exhibits attached.
every figure traceableA precedent set that quotes the term and cites the filing shows what was actually agreed.
Holding fundamentals and M&A together is what makes a takeover screen and a deal read-through possible.
Tell us the names and markets you follow and we will show you the desk on them.