Woodbridge International, a global M&A advisory firm, needed support crafting CIMs for lower-middle market companies pursuing a sale. The goal was to tell a clear, compelling story to potential buyers while highlighting each company’s strengths and growth potential.
I collaborated with the Woodbridge International team to develop CIMs that translated complex business operations into investor-friendly narratives. This included working closely with management teams to surface growth drivers, articulate market positioning, and present financial data in a clean, compelling way.
Woodbridge International successfully brought multiple businesses to market with polished, professional materials that helped drive buyer interest and competitive transaction processes.
