Teaser

Workflow

Step 1: Gather Inputs

• Company description (what they do, how they make money)
• Sector / industry
• Key financial metrics: revenue, EBITDA, growth rate, margins
• Geographic footprint
• Key selling points (3-5 highlights)
• What to anonymize vs. disclose
• Target buyer audience (strategic, financial, or both)

Step 2: Teaser Structure

One page, professionally formatted:

Header

• Deal code name (e.g., "Project [Name]")
• Sector descriptor (e.g., "Leading Specialty Industrial Services Platform")
• "Confidential — For Discussion Purposes Only"

Company Description (2-3 sentences)

• What the company does, without naming it
• Market position (e.g., "a leading provider of...", "a top-3 player in...")
• Geography (region-level, not city-specific)

Investment Highlights (4-6 bullet points)

• Market leadership / positioning
• Revenue quality (recurring %, retention, diversification)
• Growth profile and trajectory
• Margin profile and expansion opportunity
• Management team strength
• Strategic value / synergy potential

Financial Summary (table or key metrics)

Transaction Overview (2-3 sentences)

• What's being offered (100% sale, majority stake, growth equity)
• Indicative timeline
• Contact information for expressions of interest

Step 3: Anonymization Check

Ensure the teaser doesn't inadvertently identify the company:

• No company name, brand names, or product names
• No specific city (use region: "Southeast US", "Midwest")
• No named customers or partners
• No employee count if it's too distinctive
• Revenue ranges instead of exact figures if the sector is small
• No logos, screenshots, or identifiable imagery

Step 4: Output

• Word document (.docx) — one page, clean formatting
• PDF version for distribution
• Optional PowerPoint version (single slide)

Important Notes

• The teaser's job is to generate interest, not close a deal — keep it tight and compelling
• Less is more — a good teaser makes buyers want to sign the NDA to learn more
• Use aspirational but accurate language — "leading", "differentiated", "high-growth" are fine if true
• Include enough financial detail to qualify serious buyers but not so much that tire-kickers waste your time
• Always have the client and legal review before distribution
• Track who receives the teaser — it becomes the outreach log for the process