Bank of America Investment Banking Pitch Book
Go-Shop Considerations
Key Marketing and Diligence Materials / Activities
Based on Public Data
Post Execution of a Non-Disclosure
Agreement
Source: Pioneer Management.
20
Teaser
Buyer Call
Management
Presentation/
Meeting
Financial Model
Virtual Dataroom
Follow-Up Due Diligence
Activities
- Summary of information on the business, investment highlights, deal with Court Square and go-shop process
To be sent to potential buyers on day 1 of go-shop period
L
I
Scripted call to potential buyers
Similar content as teaser document
Potential to assess interest of buyer to participate in go-shop process
Bank of America
Merrill Lynch
Management Presentation to be sent to potential buyers
I In-person / telephonic meetings with management to discuss management presentation on specific topics/
Q&A as requested by buyers
Model with financial projections of 2014-2018 and update on 2014 performance to be sent to potential buyers
■ Virtual dataroom based on Court Square dataroom
■ Initially restrict access to competitively sensitive information for potential buyers with a strategic interest in
the sector
Facilitate follow-up due diligence activities as appropriate
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