Full-Spectrum Sell-Side Support Yields Multiple LOIs in 90 Days
QuantFi prepared a Midwest industrial business for sale with investment-grade materials—delivering a full financial model, QOE support, and detailed CIM that drove a competitive M&A process.
QuantFi’s detailed CIM and QOE-style adjustments helped buyers get to conviction quickly, accelerating bids and compressing the deal timeline.
QuantFi surfaced key EBITDA add-backs (e.g. owner comp, one-time costs, working capital adjustments) to present a clean, defensible earnings story.
The CIM told a clear growth and margin narrative, giving buyers confidence in the company’s operational excellence and post-close potential.
The problem
A family-owned industrial business in the Midwest was preparing for a potential sale but lacked the internal resources to run a professional, efficient sell-side process. Financials were clean but not investor-ready, and the management team had never marketed a business before. They needed help positioning the company to maximize valuation while minimizing process drag.
What we did
QuantFi led end-to-end sale preparation, including:
- Building a fully integrated 3-statement operating model with revenue bridges, working capital drivers, and multiple valuation scenarios.
- Conducting a detailed sell-side Quality of Earnings (QOE)-style review to normalize EBITDA and surface adjustments that buyers would expect.
- Developing a 30+ page, investment-banker-style Confidential Information Memorandum (CIM) covering operations, market dynamics, growth story, and financial outlook.
- Designing a curated M&A outreach strategy, coordinating diligence, and preparing management for buyer Q&A.
The results
Within 90 days of launching the process, the company received multiple LOIs from both strategic and financial buyers. The professional materials and financial clarity reduced diligence friction, increased competitive tension, and positioned the company for a successful outcome.