Teaser

Teaser

description: Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution. Triggers on "teaser", "blind teaser", "anonymous profile", "one-pager for process", or "draft teaser for sell-side".

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

Hermes Profile Notes

This skill was packaged from pi-financial-services source path plugins/vertical-plugins/investment-banking/skills/teaser for the Hermes financial-services profile. Use institutional data connectors first when available, cite sources, and stage outputs for qualified human review.

Common Pitfalls

1. Do not present drafts as investment, legal, tax, or accounting advice.
2. Do not use web search as the primary source when an institutional MCP/data connector is available.
3. Do not execute transactions, contact clients, post to a ledger, or approve onboarding. Stage outputs for review.

Verification Checklist

• Inputs, assumptions, dates, and currencies are explicit.
• Numbers tie across tables, models, decks, and memos.
• Sources are cited and institutional data is preferred where available.
• Output is labeled draft / for human review where appropriate.