Join Robert Rough, Co-Founder and Managing Director of Telos Capital Advisors, for an in-depth exploration of the Confidential Information Memorandum (CIM), an integral component of successful deal marketing in mergers and acquisitions. Building upon the CIM section of CM&AA Class #2, this webinar offers a deeper dive into the purpose, style, and content of a CIM, equipping participants with the knowledge to create outstanding marketing documents that capture the attention of potential buyers. Whether you’re an investment banker, intermediary, or corporate executive, learn how to elevate your CIM game and stand out in a crowded marketplace.

Key objectives from the class include:

• Uncover the critical role of the CIM in deal marketing and transaction success.
• Acquire strategies for transforming CIMs into compelling sales pitches that drive buyer engagement.
• Understand how to tailor CIMs to different audiences and deal dynamics for maximum effectiveness.
• Learn what buyers truly value in a CIM and how to deliver it effectively.
• Gain practical insights and actionable advice from industry expert Robert Rough, drawing from his extensive experience in investment banking and deal marketing.

Participants will earn 1.0 CPE credit in the Field of Study: Specialized Knowledge.