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Building the Teaser

After finding adjusted EBITDA and determining valuation, the investment banker can build the marketing material for the target company which includes a teaser and a CIM. The teaser is a summary of the client’s key selling points. The teaser can be broken down in the following manner along selling points including:

  1. Overall financial profile: three years of historical revenue and EBIT/EBITDA and at least two years of projected revenue and EBIT/EBITDA
  2. Indicate type of transaction
  3. Indicate sustainable growth potential based upon competitive advantage:
  4. Customer entrenchment and high switching costs (ex. Software)
  5. Long term contracts (ex. Equipment service companies)
  6. Brand recognition (ex. Consumer products)
  7. Intellectual property
  8. Stable management teams
  9. Culture

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