Outsourced M&A Research and Support/CIM Drafting

Hey all, I was approached by a friend from a boutique (read "small") M&A shop asking about how they might outsource the drafting of a CIM. They appear to be reasonably busy but don't want to hire. Are there any reputable businesses that will draft a CIM for a fee? Former bankers? Thoughts and suggestions are welcome... Thx. BL

14 Comments
 

He should reach out to one of their former junior employees who does not currently work in the industry and offer a fee.

MM IB -> Corporate Development -> Strategic Finance
 
"barrylincoln"
SECfinance:

He should reach out to one of their former junior employees who does not currently work in the industry and offer a fee.

He presumably has and struck out...

Did he mention what they're willing to offer? Haha

MM IB -> Corporate Development -> Strategic Finance
 

As mentioned client confidentiality is a key issue, but also the potential detrimental effects it can have on the reputation of the firm if the client finds out. On a live deal, they are paying you as the investment bank the retainer/succession fees to assist them with the process in entirety. How do you justify your value proposition if you're outsourcing majority of the work to a third party? Not to mention all the legal hurdles that may come along if the deal blows up. If I were your friend, I would stay away.

 
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I will start off by apologizing if this isn't the right location for this post. I tried to search for similar topics, but couldn't find anything for my specific questions. I am in the process of starting an embroidery company. The plan is to embroider hats, shirts, patches, etc. Currently, I solely have done design work for a lot of clients who have gotten my designs embroidered. I would like to start doing my own embroidering, but would like to build a clientele base prior to spending the money on the necessary equipment. For now I would like to outsource all my embroidering needs to another company, but do no know the legalities behind it. If a client sends me a design and I just send it to the embroidery company, I wouldn't really play a role other than essentially being a middleman.

My main questions are, how do I do this legally? Do I need to let a client know that the embroidery work isn't mine, but another company? Do I need to let the embroidery company know that I am selling their product to someone else, but under my name?

Any help would be greatly appreciated!

Thanks in advance

https://diceus.com/10-ways-can-deceived-software-developers-2018/
 

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