Frequently Asked Questions

BankerBoost provides comprehensive M&A documentation services for investment banks, M&A advisors, private equity firms, and business brokers across the United States. Our core services include:

• Confidential Information Memorandums (CIMs) - Comprehensive investor-ready documents that present your client's business in the most compelling light
• Teasers - Concise, anonymous overviews designed to generate buyer interest while maintaining confidentiality
• Financial Models - Sophisticated projections and valuation models that support transaction pricing
• Valuation Reports - Detailed company valuations using multiple methodologies
• Management Presentations - Compelling decks for critical investor meetings
• Due Diligence Materials - Organized documentation to streamline the due diligence process

Yes, we support both buy-side and sell-side transactions with specialized documentation services for each:

Sell-Side Support: We create compelling marketing materials that highlight company strengths, growth opportunities, and transaction rationale. Our sell-side materials are designed to generate maximum interest and position the company for optimal valuation.

Buy-Side Support: We develop comprehensive investment theses, valuation analyses, and due diligence materials that support informed acquisition decisions. Our buy-side documentation helps you structure offers, assess risks, and identify potential synergies.

Both our sell-side and buy-side services follow the same rigorous quality standards and can be customized based on your specific transaction requirements.

Yes, we have extensive experience across multiple industries and maintain sector-specific expertise in our analyst team. Our industry experience includes:

• Technology & Software
• Healthcare & Life Sciences
• Manufacturing & Industrials
• Consumer Goods & Retail
• Financial Services
• Business Services & Professional Services
• Energy & Renewables
• Real Estate

Our industry specialists understand the unique aspects of different sectors, including relevant metrics, industry-specific terminology, competitive dynamics, and value drivers. This expertise enables us to create documents that resonate with industry-specific investors and highlight the most relevant aspects of each business.

Our engagement process is designed to be straightforward and efficient:

1. Initial Consultation: We begin with a discovery call to understand your transaction and documentation needs.
2. Project Scoping: Based on your needs, we define deliverables, timeline, and pricing.
3. Kickoff Meeting: Once engaged, we have a detailed kickoff meeting to gather specific requirements.
4. Information Collection: You provide company information and data through our secure portal.
5. Documentation Creation: Our team develops initial drafts based on the information provided.
6. Review & Feedback: You review the drafts and provide feedback through our collaborative platform.
7. Revisions: We incorporate your feedback and refine the documentation.
8. Final Delivery: Upon approval, we deliver final versions in your preferred formats.

Throughout this process, you'll have a dedicated project manager as your single point of contact. They'll coordinate with our analyst team and ensure timely delivery of all materials.

Our standard delivery timeframes are:

• Teaser: 3-5 business days
• Information Memorandum: 2-3 weeks
• Financial Model: 1-2 weeks
• Valuation Report: 1-2 weeks
• Complete Documentation Package: 2-4 weeks

For urgent transactions, we offer expedited services with delivery in as little as 5-7 business days for certain deliverables. Turnaround time varies based on project complexity, the availability of company information, and your review cycles.

Our ability to deliver quickly is based on our dedicated focus on M&A documentation and our optimized workflows—but we never compromise quality for speed.

Yes, our service includes multiple revision rounds to ensure you're completely satisfied with the final documentation. Our standard process includes:

• Initial draft delivery
• 2-3 revision cycles based on your feedback
• Final delivery

Each of our subscription plans includes a specific revision allowance, and we're transparent about these limits upfront. If you need additional revisions beyond the standard allocation, we offer flexible options to accommodate your needs.

For ongoing clients, we maintain your documentation templates and preferences to streamline future projects and minimize the need for extensive revisions.

BankerBoost typically delivers 50-70% cost savings compared to maintaining in-house documentation capabilities. This cost advantage comes from:

• Elimination of fixed personnel costs - No salaries, benefits, training, or overhead expenses
• Flexible resource allocation - Pay only for what you need, when you need it
• Reduced management burden - No recruitment, training, or supervision requirements
• Elimination of idle time costs - No paying for capacity during slow periods

For perspective, a junior investment banking analyst in the US typically costs $150,000-$200,000 annually when considering salary, bonus, benefits, and overhead. Our subscription plans provide significant savings while maintaining institutional quality.

Contact us for a customized pricing proposal based on your specific transaction volume and documentation needs.

We offer three primary subscription plans designed to accommodate different transaction volumes:

• DealFlow Start
  • 4 Information Memorandums per year (with Teasers)
  • 1 Business Plan + 1 Valuation
  • Dedicated analyst support
  • VP-level oversight for each project
• DealFlow Pro
  • 8 Information Memorandums per year (with Teasers)
  • 4 Business Plans or Valuations
  • Expanded analyst support
  • Enhanced VP oversight hours
• DealFlow Premium
  • 12 Information Memorandums per year (with Teasers)
  • 6 Business Plans or Valuations
  • Priority analyst support
  • Maximum VP oversight hours

All plans include the ability to pause for up to 2 months per year to accommodate deal flow fluctuations. We also offer on-demand services for clients who prefer project-based engagements without a subscription.

For detailed pricing information and to determine which plan best fits your needs, please schedule a consultation with our team.

We reduce execution time through a combination of focused expertise, optimized processes, and scalable resources:

• Specialized Expertise: Our team focuses exclusively on M&A documentation, allowing for greater efficiency than generalist resources.
• Optimized Workflows: We've refined our documentation process through hundreds of transactions, eliminating common bottlenecks.
• Proven Templates: Our sector-specific templates provide a structured foundation that accelerates the creation process.
• Parallel Processing: Unlike sequential development with limited in-house resources, we can deploy multiple specialists simultaneously.
• Rapid Response Capability: Our dedicated team can respond to feedback and implement changes quickly without competing priorities.

This 40% reduction in documentation time creates significant advantages for your deals: faster time-to-market, increased deal momentum, improved competitive positioning, and higher probability of successful closings.

Our documentation meets institutional standards through several key factors:

• Elite Talent: Our team includes analysts with experience at leading investment banks like JP Morgan, Goldman Sachs, and Morgan Stanley.
• Rigorous Quality Control: Every document undergoes multi-level reviews, including peer review, senior analyst review, and VP-level final approval.
• Institutional Best Practices: We adhere to documentation standards established by top-tier financial institutions.
• Strategic Positioning: Beyond simply presenting facts, we develop compelling investment theses and strategic narratives.
• Professional Design: Our documents feature sophisticated formatting, data visualization, and layout techniques that enhance readability and impact.

Additionally, we stay current with evolving M&A documentation trends and continuously refine our processes based on client feedback and transaction outcomes.

Your documentation will be created by a team of M&A specialists with institutional backgrounds:

• Project Lead: A senior transaction professional with 8+ years of experience who oversees your project and serves as your primary point of contact.
• Senior Analysts: Experienced professionals with 4-7 years in investment banking or financial advisory who develop the strategic narrative and valuation framework.
• Associate Analysts: Specialists with 2-3 years of experience who conduct industry research, financial analysis, and supporting documentation.
• Quality Control: A dedicated QC team that reviews all deliverables for accuracy, completeness, and adherence to standards.

All team members have backgrounds at respected financial institutions and undergo ongoing training in M&A best practices. Many hold advanced degrees in finance or business and professional certifications relevant to transaction advisory.

We maintain current expertise through several ongoing initiatives:

• Industry Partnerships: We collaborate with investment banking associations and M&A networks to stay informed about evolving standards.
• Continuous Education: Our team participates in regular training sessions on industry developments, valuation methodologies, and documentation best practices.
• Deal Flow Analysis: We analyze successful transactions to identify effective documentation approaches and incorporate these insights into our work.
• Client Feedback Integration: We systematically collect and implement feedback from clients to continuously refine our approaches.
• Research Program: Our dedicated research team monitors industry trends, buyer preferences, and transaction data to inform our documentation strategies.

This commitment to staying current ensures that your documentation reflects the latest market expectations and positions your transactions optimally in the current environment.

Confidentiality is paramount in our business. We implement comprehensive measures to protect your sensitive information:

• Robust NDAs: All team members sign comprehensive confidentiality agreements with strict enforcement provisions.
• Secure Infrastructure: We utilize enterprise-grade security systems with encryption, access controls, and continuous monitoring.
• Secure Document Sharing: Our client portal features bank-level security protocols for document transmission and storage.
• Data Protection Protocols: We follow strict data handling procedures, including controlled access, secure disposal, and audit trails.
• Compliance Standards: Our systems and processes comply with industry security standards and best practices.

We can also accommodate specific confidentiality requirements and are willing to implement additional security measures for highly sensitive transactions as needed.

We offer two distinct service models to accommodate different client preferences:

1. ShadowBanker (White Label)

Under this model, we operate entirely behind the scenes as your outsourced team. Your clients never interact with us directly, and all communications flow through you. Our work is presented as your firm's output, maintaining your brand identity throughout the process.

2. BankerBridge (Client-Facing)

With this option, we can interact directly with your clients as your representative, handling information gathering, document reviews, and other communications. We always represent ourselves as part of your extended team, maintaining your firm's positioning and relationship ownership.

You can choose the model that best fits your practice and client relationships, and we're flexible in adapting our approach to your specific needs.

Yes, we're fully equipped to work with your existing templates and brand guidelines. Our flexible approach includes:

• Template Integration: We can seamlessly adopt your firm's existing documentation templates, maintaining consistent branding across all deliverables.
• Style Guide Adherence: We follow your specific formatting, color schemes, typography, and visual identity requirements.
• Custom Development: If you don't have established templates, we can create custom designs that align with your firm's visual identity.
• Brand Consistency: We ensure all materials reflect your firm's professional standards and market positioning.

This approach ensures that the documentation we create appears consistent with your other client-facing materials, reinforcing your brand identity throughout the transaction process.