Offering Memorandum

For middle market companies, an offering memorandum consisting of a seller profile, a non-disclosure statement, a detailed offering memorandum is usually developed to promote the sale of the business.

The purposes of this document:

  1. Tells the company's story
  2. Provides relevant facts buyers want to know, including legal structure of the company, ownership, key management, organizational chart, customer breakdown, asset descriptions, marketing capabilities, and historical financial performance
  3. Defines potential growth opportunities
  4. Suggests synergies or economies of scale
  5. Offers proposed deal structure