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.

3+
serious LOIs received within 90 days of outreach
QuantFi’s detailed CIM and QOE-style adjustments helped buyers get to conviction quickly, accelerating bids and compressing the deal timeline.
+11%
Normalized EBITDA vs. management-reported
QuantFi surfaced key EBITDA add-backs (e.g. owner comp, one-time costs, working capital adjustments) to present a clean, defensible earnings story.
30+ page
CIM modeled after top-tier IB standards
The CIM told a clear growth and margin narrative, giving buyers confidence in the company’s operational excellence and post-close potential.
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🧩 The Problem

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.

💡 QuantFi's Solution

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.

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