For sell-side advisors and investment bankers
The work that decides the deal happens before the room opens
How the best advisors qualify the client, position the story, and choose the right process design before buyer outreach begins.
Before you draft the CIM, settle these three decisions.
Who should you take on?
What story will support the valuation?
What process gives that story the best chance to win?
Every sell-side process is shaped by three decisions made before a buyer ever sees the deal: who you take on as a client, how you position the story, and which process design you choose.
Get these decisions right, and the room supports the process rather than slowing it down.
The Positioning Playbook is a practical guide for advisors who want to make these decisions deliberately, not reactively.
A qualifying framework to assess client readiness before signing
A narrative-building approach used before the CIM is drafted
A clear comparison of structured, targeted, and negotiated process design
Illustrative scenarios showing how the three decisions play out together
A pre-engagement checklist to run before buyer outreach begins
Featured Quote
“I absolutely could not properly support my sell-side clients without ShareVault.”
David Duval,
Principal, Claiborne Advisors, Inc.
Already running a live process?
The Investment Banker’s Deal Room Blueprint covers what happens once the room opens, from outreach through final bids.
Building your document checklist?
The M&A Due Diligence Checklist helps you organize the core document categories buyers expect.