Midwest Industrial Business Lands 3+ LOIs in 90 Days
~75%
2–4 months
Not disclosed
A Midwest industrial business needed to prepare for sale and attract qualified buyers but lacked institutional-grade financials and a compelling equity story. Management-reported EBITDA understated true earnings power, and there was no banker-quality marketing material to run a competitive process.
QuantFi delivered full-spectrum sell-side support: a fully integrated 3-statement operating model with revenue bridges and valuation scenarios, a sell-side Quality of Earnings review to normalize EBITDA, and a 30+ page investment-banker-style Confidential Information Memorandum. It then ran a curated M&A outreach process with diligence coordination and management prep.
The team normalized earnings, built valuation scenarios, and packaged the business to top-tier IB standards before managing buyer outreach and diligence.
Founder- or family-owned lower-middle-market businesses preparing for a sale who need banker-grade financials and a run process without a full investment bank.
3+ LOIs in 90 Days
+11% Normalized EBITDA
30+ Page CIM
Christian Sanford
The business ran a full sell-side process built on a banker-grade financial package: an integrated 3-statement model, a sell-side Quality of Earnings review, and a 30+ page CIM. Normalizing earnings surfaced EBITDA 11% above management-reported figures, and a curated M&A outreach process generated 3+ serious LOIs within 90 days.
The experts built a fully integrated 3-statement operating model with revenue bridges and valuation scenarios, ran a sell-side Quality of Earnings review to normalize EBITDA, and packaged the business in an investment-banker-style Confidential Information Memorandum.
Three outcomes: 3+ serious letters of intent within 90 days of outreach, normalized EBITDA 11% above management-reported figures, and a 30+ page banker-grade CIM built to top-tier investment-banking standards.
The outreach process generated multiple LOIs within 90 days of launch; the engagement fell in the 2-4 month range.
Founder- or family-owned lower-middle-market businesses preparing for a sale that need banker-grade financials and a run process without a full investment bank.
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