BLIND REPORT OR TEASER
The blind report or blind profile is characterized by two main elements:anonymity and conciseness. The objective of the report is to direct it to selected investors to detect possible interest.
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The profile of the company must be brief and at the same time complete. Usually it does not extend more than two faces andcontains a profile of the company and the main financial figures. The investor must have a clear idea of what is being offered. However, we must pay special attention not to reveal data that can identify the company.​
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The blind profile, or teaser, typically contains the following key elements:
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A description of the main characteristics of the company
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The reason for the operation
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The main financial magnitudes of the last years in terms of sales, profits and debt
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The expected growth projection in the next three years
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The advantages that the operation can have for the investor
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The file must reflect reality, both qualitatively and quantitatively. There is no point in wasting time, since, in case of interest, a more detailed analysis of the company will be made and the differences between reality and the information provided by the company will emerge.
INFORMATION MEMORANDUM
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Our experience tells us that, depending on the characteristics of the operation, the seller's preferences and the strategy itself, we must reserve some key confidential data (some important client, some confidential strategy...) to show them once the negotiations with the investor.
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The infomemo, or sales notebook, is usually made up of the following elements:
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Executive Summary:a brief introduction of the company and the sector, as well as its evolution and prospects, strengths, group structure, property owned and whether or not they are related to the business and the perimeter of the operation (usually total sale).
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Activity:business model, facilities and processes, products and/or services and/or projects, ABC of blind customers and suppliers.
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Organizational structure: organizational chart of the company, labor contingencies, cost of employees, billing per employee...
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Economic-financial information:recent years of the balance sheet and income statements and financial projections.
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Operation approach:reasons for the sale, advantages for the buyer...
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Experience in buying and selling companies is key to providing an objective point of view, anticipating the objections of potential buyers, structuring the infomemo in the most appropriate way to the strategy of the partners and exponentially increasing the chances of success._cc781905- 5cde-3194-bb3b-136bad5cf58d_
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* The informative memorandum will be delivered to those potential buyers who, after analyzing the blind file, and after signing the confidentiality agreement, show interest in the company. *
