PE Investment Memo Examples?

"Woozy"

The following would be the general outline of an investment memo based on what I saw.

1. Executive Summary -> investment thesis, why the company, industry average growth rate, brief growth strategy and exit strategy
2. Source of deal - Background of seller and reason for sale (retirement/spin off etc)
3. History of the business - how it had started off
4. Products and Services - Top products, their margins and % of total revenue
5. Suppliers and customers - % of total revenue
6. Detailed breakdown of company's daily operations and how they go about doing things e.g. sales and marketing (what are their plans/processes)
7. Org chart + Management team + scoring/review
8. Detailed Industry overview - Industry growth and growth drivers. Competitive landscape
9. Detailed growth strategy e.g. what you plan to do with the company after buying it to get your IRR
10. Investment risks e.g. FX
11. Company financials - projections + public comps + M&A comps + lbo (base case, management case and what you think is right/your company)

Extra things that you can add in.
1. Overview of country if you are entering a new market
2. FX graphs
3. Overview of economic policies and political issues in the country
4. Any potential CEO/CFO lined up through headhunters
5. DD process timeline and expected completion date
6. Financing of the deal
7. Potential targets if your company follows a "buy and build strategy"'
8. Sensitivity tables

jesus christ this is not a CIM. your memo should be 2-3 pages MAX

Very helpful; thank you.

Thank you very much. Now please, can you tell us what's the diference between an investment committee memorandum and an information memorandum?