Master the Real-World Skills Required for Effective Deal Preparation
Finance majors graduate with technical knowledge, but we don’t know of any academic programs that provide hands-on experience in crafting Confidential Information Memorandums (CIMs), Business Valuations, and Targeted Buyer Lists—essential skills for M&A professionals. Meanwhile, it is a challenging job market and only the most qualified finance majors – those with real-world skills – will succeed.
Similarly, many financial analysts in investment banking and private equity firms enter the industry without structured training in transaction documentation. Without these skills, firms risk inconsistencies, missed opportunities, and inefficient deal processes – along with stress and headaches for more senior leaders.
At InfoGate CIM Experts Academy, we solve this problem by offering real-world training led by seasoned professionals, equipping participants with precise, practical expertise that will immediately build provide in-demand skills and enhance careers.
Upon completion you receive our exclusive Certificate of Completion and a digital badge attesting to your completion. For Finance majors and aspiring financial analysts, this program is an essential way to show that you are credible and to stand out in an extremely competitive marketplace. For firms, it is the key to avoiding hassles and headaches getting your team up to speed.
Who Should Enroll?
Finance Graduates, Near-Graduates, and New Financial Analysts
Gain real-world experience that sets you apart in investment banking, private equity, or corporate finance. Landing a position with a financial firm in this market is extremely competitive and challenging. Don’t miss out on the opportunity to stand apart from other applicants. Take the next step in your finance career—learn the real-world techniques investment banks and PE firms expect. Build your expertise. Command your future.
Our Guarantee
You will complete our CIM Academy knowing the skills required in order to create professional CIMs, teaser documents, business valuations, and buyer lists. If you have questions after completion, reach out anytime for up to six months of responsive email support!
Firms & Teams
Train your analysts with a proven framework for producing high-quality transaction documents. Assure consistent quality and build a bench of even better analysts. Save time, headaches, and stress by having a team that gets it right. Remember the adage: Whether you pay for training or not, you pay for training!
Program Overview & Curriculum
Following is a high-level overview of your curriculum when you enroll:
Mastering CIMs
Understand the role of CIMs in M&A, the key components they must include, how to communicate effectively with clients and team members, and best practices for structure and flow. We walk you through every section of a CIM, step-by-step, with exercises to reinforce your learning.
Writing Persuasive Teasers
Crafting concise, compelling summaries that attract investor interest. Learn how to highlight key value drivers, structure impactful content, and leave investors wanting to learn more.
Developing Business Valuations
Methods, data analysis, and presenting valuation findings with credibility.
Building Effective Buyer Lists
Identifying strategic buyers and ensuring outreach success.
Case Studies & Practical Exercises
Hands-on training using real transaction scenarios.
Participants complete the program after proving that they can develop professional financial documents, ready to showcase their expertise to employers and clients. You will even develop a CIM and valuation for us to review, and help you get even better.
Graduates receive a digital Certificate of Completion and badge.
Investment: $1,500 per person
For individuals, the program is completely online. Start anytime, go at your own pace, and reach out anytime to our expert staff if you have questions or need support.
For firms, with a cohort of at least 10 participants: Contact us if you would like us to deliver a live virtual training to your team. In-person trainings also available.
Don’t procrastinate. Join InfoGate CIM Academy today. It might be one of the best decisions you make for your career, or for your firm.
