VRA Partners, a leading middle-market investment bank, needed support developing CIMs for companies preparing for sale. These materials were critical for shaping buyer perception and maximizing outcomes in competitive M&A processes.
I worked alongside the VRA Partners team to build CIMs that clearly articulated each company’s story, growth drivers, and financial profile. This included translating complex business models into clear narratives, highlighting operational strengths, and positioning key value levers to strategic and financial buyers.
VRA Partners successfully brought multiple lower-middle market businesses to market with investor-ready materials that helped drive engagement and facilitate competitive sale processes.
