chris P.
Excellent work
Excellent work! I couldn't be more pleased with the CIM that Ben and his team created for a $12mm Roofing company we recently took to market.

Whether you’re a business broker, M&A firm, or investment banking team, we’re your experts in CIM/CBR development. Our “pay-as-you-go” model helps you scale whenever you need – no contracts, no monthly subscriptions, no hidden fees. You always know what you get. Why work with us? We have a “do-it-for-you” attitude. We interview sellers for you, deliver drafts in 72 hours or less, and white-label everything with YOUR branding, so you can grow your deal volume. What’s included with each pack: ✅ Seller interview ✅ White-labeled CIM ✅ Set of white-labeled financials ✅ White-labeled teaser ✅ Unlimited calls/meetings ✅ Unlimited updates and revisions ✅ Delivery in 72 hours or less ✅ Use anytime, packs don’t expire
Deal Memo (dealmemo.com) has 40 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
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40 approved reviews, newest moderated first
chris P.
Excellent work! I couldn't be more pleased with the CIM that Ben and his team created for a $12mm Roofing company we recently took to market.
Alex H.
Deal Memo is an integral partner to us and helps us serve owners on our platform better. We enjoy working with Ben and his team and can recommend them to anyone!
Matt J.
Very communicative, great turnaround time, very professional, and a beautiful and effective CIM!
Kevin H.
Ben and team were professional, detail-oriented, and delivered exactly what we needed. Communication was clear throughout the process, and the final product was high quality from start to finish - highly recommend!
Jerry N.
Ben and Dealmemo was fantastic to work with! I had them develop a CIM for my company and it was quick but world class! Highly recommend!
David E.
Deal Memo did a great job helping us with Marketing Materials / Investment Memo items we needed! Resulted in us rounding up ~$15M for an investment. Thank you Deal team!
Scott W.
We switched from In-house CIM and Teaser writing to Deal Memo and are extremely please with the quality of their work, their turn around time and communication!! I would highly recommend them!!!
Britt C.
Ben and his team are extremely communicative and deliver excellent work! We can't wait to work with them again. Highly recommend.