We wrote our first Information Memorandum in 2008. All these years later, we still love what we do and we are excited about every new client and their business ambitions. We have amassed decades’ worth of best practice knowledge that we’re keen to share with you.

We offer the perfect balance of compliance and creativity. We know compliance and are equally strong in sales & marketing and can also produce a great looking document. 

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We produce information memorandums for: 

• Capital raising – support capital raising campaigns targeting.
  • Sophisticated, institutional and professional investors
  • Retail investors (20/12) and Crowdfunding campaigns
• Managed investment schemes/Trusts –  (MIS) and trusts of all types.
• Business divestments/sales – all industries and business sizes. We have worked directly with clients and as support to business brokerage service providers.
• Real estate/property developments and sales – all types and sizes of property residential and commercial sales and development projects. 
• Other – please enquire.

Service options – We have a proven 2-step process for producing an information memorandum.

1. Personalised Information Memorandum Workbook – We use your information and create an IM framework that follows best practices, maximises the strength of the information available and identifies gaps and ways to improve the information and overall IM document. We deliver this as your personalised information memorandum workbook. With our detailed notes and guidance, many clients can ‘take it from here’ once we complete this step. 
2. Information Memorandum Turnkey Service – For clients seeking a turnkey solution. In this step, we work with the client to complete the information memorandum for them. Clients provide us with the information identified as gaps in step 1, and we use this information to complete the information memorandum. The deliverable is a completed information memorandum.

Fixed Fee – All our information memorandums come with a fixed fee. No surprises.

Get in Touch – for a no-obligation discussion about your information memorandum.