This buy-side presentation posted by Jason Rauschelbach is a typical description of the buy-side investment banking process wherein we represent financial and strategic buyers searching for acquisition candidates.

1. Small Buyer Eagle Eye Client Buy-Side Client
• Included on firm database • Included on firm database • Work with client to develop
• Receive emails related to • Receive emails related to firm profile of ideal company
firm activities, upcoming activities, upcoming seminars • Identify potential target
seminars and deal closings and deal closings companies
• Notified of selected sell-side • Notified of selected sell-side • Contact targets to obtain
client opportunities as they client opportunities as they information for business
are entering the market are entering the market assessment
• Inclusion in weekly lead • Assist in valuing targets
discussions with all RLH • Assist with acquisition
associates negotiation and structuring
• Monthly (or as needed) • Prepare Letter of Intent
prospecting updates
identifying targeted potential • Assist in coordinating
sell-side opportunities acquisition due diligence
(through RLH or otherwise) • Assist in negotiating the
• Update meetings with RLH purchase agreement
client service lead contact • Assist in preparing business
plan to be used to secure
financing
• Assist in securing acquisition
financing
Monthly Fee = $250
Monthly Fee = $0 Origination Fee = $1,000 Monthly Retainer Fee = $3,000
Success Fee = $0 (RLH represents client) Referral Fee/Success Fee = TBD Success Fee = TBD