Deal MemoWhether 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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Claim this listingAdministration & Services
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Administration & Services · New York, New York
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Administration & Services · RIVERTON, Wyoming
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40 approved reviews, newest moderated first
J G.
Ben and team were great. Quality document, very fast turnaround. I was particularly impressed with how well the initial draft came out with very little input from me. Well done and would use them again.
Ashley G.
We hired Deal Memo to help us build out a large client's teaser & CIM. Ben's team is speedy, thorough, and a genuine pleasure to work with! I've been consistently impressed with the level of detail that goes into each document. Thanks, Deal Memo!!
Dan W.
Ben and his team are as professional as they come. Their hardened process allows for efficiency in creating their deliverables for their clients. We have received so much positive feedback from our customers and clients; thank you for making us look better.
Will
Our experience using this service as a small company has been great. Everything as advertised and it has allowed us to scale our practice. Content is professional and the team behind the material is knowledgeable and professional. Quick turn around time has been helpful to move fast.
Devak
Deal Memo does a great job preparing professional CIMs and teasers for us. As an M&A advisor and having seen CIMs from all around, I can confidently say that Deal Memo provides great quality CIMs with a quick turnaround time. Highly recommend.
Jill Bennett V.
Deal Memo and its staff has consistently produced high -end marketing projects, Confidential Information Memorandum and teasers that are well presented with relevant information. Their turnaround time is excellent and the team is easy to work. Deal Memo is highly recommended for your marketing solutions.
Roberta C.
Having worked with many other similar service companies, Ben's performance was off the chart. He is a pleasure to work with, articulate, intelligent and excellent at providing meaningful insight and suggestions. Deal Memo is an outstanding and necessary addition and member of our team!
S P.
Working with Ben has been a delight. He is very responsive and produces an excellent product used for our client marketing purposes. Upon sending out the finished product to the audience of prospects, we received very positive feedback for the professional and comprehensive memorandum for which we supplied them. I would definitely recommend hiring his services.