CBCI, LLC Information

𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 & 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 CBCI provides customized services for clients who are considering M&A alternatives or require assistance with certain aspects of a sale, capital raise, or strategic planning process, such as creation of marketing materials, financial modeling, and due diligence. Unlike other firms, CBCI provides dedicated, senior level attention across all stages of the process. CBCI can assist clients who are in need of: ✔ Full-service advisory for sell-side M&A and capital raise transactions ✔ À la carte services where extra horsepower is needed to reduce the burden on company owners or management and professionalize a process, including: • Confidential information presentations, management meeting decks, and executive summaries • Due diligence process management including establishing and managing a virtual data room • Assistance with deal execution post LOI signing through closing ✔ Ad-hoc creation of Excel models / templates and PowerPoint slides to be used as part of a strategic process or for other corporate finance functions: • Integrated financial forecasts or budgets • Customized, automated reporting dashboards that can be easily paired with the client's existing software (e.g. Quickbooks) • Curated content for marketing materials, investor reporting, and other presentations 𝐑𝐞𝐜𝐫𝐮𝐢𝐭𝐢𝐧𝐠 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 CBCI offers comprehensive and value-additive recruiting services focused on sourcing junior investment banking and private equity professionals at the Analyst, Associate, and VP levels. CBCI drives a better experience and outcome for its clients by utilizing a proven process, informed through years of first-hand investment banking expertise and tailored to each client’s specific needs. The process is intentionally designed to minimize the client’s time and resource investment necessary to identify and hire the ideal candidate.