IBD Document Samples
Does anyone know where I can get sample IBD documents as I would like to look at the structure/format/contents of the following documents.
(Sell Side M&A Deal Process)
1. Initial marketing materials --> executive summary and offering memorandum
2. Non disclosure agreements
3. Written Indicators of Interests (IOIs)
4. Purchase Agreement
Couple of questions:
1. Where does the pitchbook fit into all of this? Is this the 'initial marketing material'? Or is it used later i.e. once the IOI's have come in?
2. Where do company profiles fit into this? Again - step 1?
3. Is valuation analysis only conducted in step 1?
4. Are the steps above the same for a sell side divestiture?