Case study · From the Pluris libraryReceipt no. 2626
What sucked
A Midwest industrial business needed to prepare for sale and attract qualified buyers but lacked institutional-grade financials and a compelling equity story.
Management-reported EBITDA understated true earnings power, and there was no banker-quality marketing material to run a competitive process.
What they built
QuantFi delivered full sell-side support for a Midwest industrial business: a fully integrated 3-statement operating model with valuation scenarios, a sell-side Quality of Earnings review to normalize EBITDA, and a 30+ page investment-banker-style CIM, followed by a curated M&A outreach process.
What changed
3+ LOIs in 90 Days
Multiple serious letters of intent received within 90 days of outreach.
+11% Normalized EBITDA
Normalized EBITDA came in 11% above management-reported figures, lifting valuation.
30+ Page CIM
Investment-banker-style Confidential Information Memorandum built to top-tier IB standards.
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