M&A Executive Search provided a sell-side M&A consultant to a family-owned transit and trucking company to prepare a Confidential Information Memorandum (CIM) in support of a potential business sale. The expert operated as an embedded financial and strategic advisor, performing data collection, financial analysis, and narrative development for the CIM. The assignment delivered a complete Version 1.0 CIM, enabling the organization to present a professional, investment-ready package to potential buyers and investors.

