M&A Consultant / Investment Banking Specialist – Sell-Side Prep for Luxury Heritage Brand

Overview We are a privately held luxury consumer brand preparing for a potential sale / strategic investment. We need a senior, highly organized deal-prep lead who can take messy inputs and produce a sale-ready package: clean narrative, credible financial model, structured data room, and buyer-facing documents that can stand up to diligence. This is not “make a pretty pitch deck.” This is building the full set of materials a serious buyer or bank would expect. Confidentiality: Brand name and sensitive information will be shared only after shortlisting. NDA required. Scope (deliverables you will own end-to-end) 1) Buyer-facing documents (first pass + final) • One-page teaser (anonymous, no identifying details) • Investor deck / CIM (15–25 slides) with clear positioning, moat, growth plan, use of funds (if applicable) • Management presentation (optional) for live calls • Q&A / diligence FAQ (anticipated buyer questions + responses) 2) Financials & valuation support • 3-statement operating model (monthly for 24 months + annual for 3–5 years) • Revenue build (by channel/SKU assumptions) • COGS / gross margin structure • OpEx (headcount, marketing, logistics) • Scenario analysis (Base / Upside / Conservative) • Valuation comps framework (public + relevant M&A comps where available) • KPI dashboard (AOV, GM, CAC, LTV, inventory turns, return rate assumptions) 3) Data room build (structure + population checklist) • Folder architecture, naming conventions, version control • Document request list mapped to likely buyer diligence • Assemble/clean what exists; flag gaps; create a “missing items” tracker 4) Process management • Weekly plan and progress reporting • Manage light coordination with other freelancers if needed (e.g., graphic designer for deck polish, accountant for reconciliation)—you drive. What “good” looks like • Materials read like a serious luxury house: restrained, factual, elegant. • No inflated claims, no hype, no “startup” language. • Numbers tie out. Assumptions are explicit. Slides are buyer-grade. Required experience • Previous work producing: CIM/IM, investor decks, financial models, and data rooms for acquisitions or fundraising • Strong writing + narrative structure (not just Excel) • Comfort working with incomplete information and building order quickly • Discretion and professionalism (NDA + confidentiality) Nice to have • Consumer / luxury / retail / DTC experience • Familiarity with inventory-driven businesses and gross margin mechanics • Experience supporting a sell-side process (even informal) Timeline & working style • Phase 1 (7–10 days): Teaser + data room structure + model skeleton • Phase 2 (2–4 weeks): Full CIM + model + diligence pack (Exact timeline flexible; we move quickly and expect crisp execution.) To apply (must include) 1. 2–3 examples of decks/models you’ve built (sanitized is fine) 2. Brief summary of your deal experience (sell-side, buy-side, corp dev, banking, etc.) 3. Your approach to building a CIM when inputs are incomplete 4. Your rate and weekly availability 5. Confirm you can sign an NDA and work discreetly Initial selection step Shortlisted candidates will be asked to review a short summary of our situation and return a one-page outline of: • Proposed CIM structure (headings only) • Data room folder tree • Model inputs you’ll need from us If you are a fit, we prefer one lead who can bring a small bench (designer/accounting support) as needed, but we will not manage multiple freelancers. Apply tot his job Apply To this Job