---
title: M&A Seller Positioning
description: Shape the equity story and CIM narrative for a sell-side mandate — value drivers, growth thesis and defensible positioning.
category: Finance
sublabel: M&A
author: Predictive Labs
tags: m&a, sell-side, cim, positioning
---

# M&A Seller Positioning

Craft the seller's narrative — the equity story that frames value drivers and growth for a
Confidential Information Memorandum (CIM) and management presentation.

## When to use

- Preparing a CIM or teaser for a sell-side process.
- Aligning management on the equity story before buyer meetings.

## Inputs

- Financials and KPIs (revenue quality, margins, retention, cohort trends).
- The business's differentiation, moat and growth vectors.
- Known risks and the mitigations to pre-empt in diligence.

## Steps

1. State the investment highlights: why this asset, why now.
2. Evidence each value driver with data, not adjectives.
3. Lay out the growth thesis a buyer can underwrite (organic, adjacencies, M&A).
4. Address likely diligence concerns proactively with mitigants.
5. Tailor emphasis by buyer archetype (strategic synergies vs. sponsor returns).

## Output

An equity-story outline and CIM narrative sections, plus a risk/mitigation appendix.


## Presenting results
- Present every result as one or more clear Markdown **tables** — one per section, each with a short heading.
- Keep prose minimal; put the substance in the tables.
- Offer the user a downloadable **PDF** (formatted) and **CSV** (the underlying rows), and generate them when asked.
- Never invent figures. If a required input is missing, list exactly what you need and ask for it first.