Valtari Introduces M&A's First Web-based CIMs and Pitch Books

FRANKFURT, Germany, Dec. 1, 2017 /PRNewswire-iReach/ -- Valtari Ltd., a leading provider of research to the M&A and private equity markets, has brought forth to middle market M&A advisors and investment bankers the first interactive, web-based confidential information memoranda (CIMs). Its new service provides end-to-end support with writing, design, and engineering of secure, fully responsive digital CIMs.  

Valtari's impetus to modernize CIMs away from static Word Document or PowerPoint modes stemmed from the lost opportunity of M&A advisories to both represent their clients' companies in a compelling fashion to strategics and private equity groups; and engender a differentiator for investment banks when pitching to prospective clients. 

"Let's face it, the M&A industry is mired in the dark ages," Scott Stepanik, Valtari's CEO said. "We've observed too many advisories consistently presenting their clients' companies in a dated, tired fashion. This isn't merely an issue of poor aesthetics — the consequence is a diminished ability to leave a lasting impression when marketing your sell-side client's company or to gain a competitive advantage over others with a unique, modern presentation possibility when pitching your firm," Stepanik added. 

Beginning earlier this year, Valtari utilized its cross-functional team of analysts, designers, and engineers in an effort to establish the future of presentations. It has been researched that humans process images 60,000 times faster than they do text. Thus, Valtari's team addressed visual aspects of its modern CIM by outfitting each presentation with a HD video introduction, opening the CIM with a 15-second video montage loop, customized to the client company's industry sector. Its intent is to trigger an emotional reaction between the viewer and subject matter. Valtari's designers played the role of judiciously selecting HD vector file photos as well as crafting infographics and illustrations. Concurrently, the engineers at Valtari focused their efforts on making maps, charts, and graphs. David Eisenberg, Valtari's VP, commented, "Our front-end developers have increased viewer [prospective buyer] engagement. For example, by hard-coding CIMs, when hovering over shaded countries on a map which reference a company's global footprint, a dialogue box will appear displaying pertinent macroeconomic data. To further illustrate this idea, we've created the ability for CIMs' graphs to allow viewing parties to select or unselect items across the x-coordinates for different real-time looks."

Valtari's team believes the next generation of CIMs will be device responsive presentations, which live at a securely encrypted, HTTPS URL address. In other words, the presentation should appear differently depending on what type of device you are using, and anything marketed to target companies needs to have security controls in place. Scott Stepanik emphasized, "In the end, our objective is to continuously deploy novel ways that decrease our clients' time to market and increase their percentage of closing their deal."

For those interested in levering Valtari's CIM capabilities, they should contact its team at or (+1) 800-705-2592. 

About Valtari: 

Valtari Ltd. offers outsourced M&A business services. It is specialized in providing middle market mergers and acquisitions advisory, including: sell-side deal research and deal origination, pitch book preparation, buy-side business development, modeling, CIM writing, and general support with day-to-day back office requirements. The firm caters to boutique-sized advisory firms to larger organizations within M&A, private equity, venture capital, management consulting, and corporate development. Valtari Ltd. was founded in 2016 and is based in Frankfurt, Germany with additional offices in Graz, Austria and San Francisco, California. For more information visit

Media Contact: Scott Stepanik, Valtari Ltd., (+1) 800.705.2592,

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