It is IBG’s obligation to protect the confidentiality of each client’s business information and to diligently qualify each prospective investor by obtaining background and financial information prior to disclosing private information.
After completing the registration steps outlined below, a qualified investor may obtain an IBG Confidential Business Report on a particular featured opportunity upon execution of an IBG Specific Non-Disclosure & Confidentiality Agreement and our client's approval. This comprehensive report may include the following sections:
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Executive Summary
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Business Description
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Products and Services
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Markets and Customers
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Competition
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Organization
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Facilities
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Financials
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Assets and Equipment
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Exhibits
These reports are available electronically or can be sent within 7-10 business days via U.S. Mail. If requesting overnight shipping, please provide IBG with your FedEx or UPS Account number for billing purposes. Confidential information regarding any IBG client is not to be reproduced or distributed to any other parties without the prior written consent of an authorized IBG representative. Prospective investors may review up to three Confidential Business Reports at a time. Our clients require that all confidential business information be returned to IBG or destroyed after an investor completes the review of the materials.
IBG’s Investor Relations Department processes all inquiries for information on available business opportunities. In addition, IBG registration provides investors with the following resources to assist in their search for investment candidates:
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Prompt access to information on currently available investment opportunities
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Direct notification by email of new opportunities meeting your acquisition requirements
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IBG’s Monthly Acquisition Update, which contains an up-to-date report of available opportunities
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Referrals to IBG’s network of financing sources
Registering with IBG is easy:
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Complete an IBG Confidential Investor Profile for Individuals or Corporate Acquirors & Private Equity Groups and an IBG Brokerage Disclosure. Contact the Investor Relations Department directly at (303) 785-0525 to request forms via email or U.S. mail.
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Return the completed forms, which contain individual or corporate contact information, acquisition criteria and financial qualifications. (Note: incomplete forms will not be accepted for processing).
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Optional: Provide IBG with any additional information, including company brochure, resume, acquisition search criteria, financial data or references that you believe will be helpful in identifying opportunities that meet your investment criteria.
IBG's resources include a full-time staff of 20 professionals specializing exclusively in mergers and acquisitions. Cutting-edge technology and research capabilities are at your command to locate specific acquisition targets through IBG’s Acquisition Search Program.