What Sets Us Apart
Successful M&A transactions require structured, high-quality documentation crafted with precision and tailored to attract the right investors. At InfoGate CIM Experts, we provide expert financial analysis to support dealmakers with CIMs, valuations, buyer lists, and teasers that set the stage for stronger, more efficient transactions. Whether you need flexible capacity or on-demand expertise, our team ensures your deal preparation is meticulous, strategic, and investor-ready.
Our Story
Founded by a licensed investment banker and graduate of a prestigious military college with deep experience in boutique investment banking, InfoGate CIM Experts was built on a commitment to discipline, precision, and service. Having handled transactions of all sizes and types, we recognized a critical need: investment banks and business brokers require high-quality financial support that seamlessly assists in deal preparation.
Our firm was created to bridge that gap providing skilled, professional support exactly when and where it’s needed, allowing you to focus on your clients and the transaction itself while we handle the document creation with accuracy and efficiency. This means your time is spent where it matters most building relationships, driving strategy, and closing deals.
Our Values
We operate with the same principles that both elite financial and military institutions have in common:
- Integrity: Trust is the foundation of every transaction.
- Client Commitment: Serving our clients with dedication and professionalism.
- Results-Driven Approach: Precision, efficiency, and impact in deal support.
- Accuracy: Flawless execution in financial analysis and reporting.
At InfoGate CIM Experts, we don’t just assist we elevate the deal-making process with unparalleled expertise, personalized service, and a commitment to your success.