Question for boutique M&A guys, real problem or am I overthinking it?

Trying to validate whether a problem I see is real, not selling anything, just want honest input from people at boutique shops.

At boutique M&A firms (1-5 people), my hypothesis: someone, often the founder or the only analyst, spends hours reformatting CIMs, pitch books, and valuation reports before they go out to clients, because there's no budget for an agency and it's not worth hiring for internally.

Vote in the poll below, and if you've got more color, how many hours/month it costs you, or what you'd actually pay to fix it, drop it in the comments. Appreciate any honest take, even "no, this isn't a thing."

Do you (or your team) lose real time reformatting deal documents (CIMs, pitch books, valuation reports) before they go out to clients?

Yes, it's a real time sink every month
33% (1 vote)
Somewhat, but it's manageable
33% (1 vote)
No, not really an issue for us
33% (1 vote)
We already have a fix / outsource this
0% (0 votes)
Total votes: 3
1 Comments
 

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