Sharing a CIM with others

by a searcher from University of Florida

1 year ago

Probably a basic question but wanted to learn what is the recommended action to take if one wanted to share a CIM with an industry expert (or even potential investors)? 

Should I get that person to sign the broker's NDA or have one of my own (maybe with a non-circumvention clause)? 

Curious to find out what is standard practice. Thanks

0 likes
159 views
4 comments

searcher from University of California, Los Angeles - UCLA Anderson School of Management

Anyone have an example template to use for an NDA between two parties in this case? I'm also in this position.

2 months ago | like reply | 0 likes

searcher from University of Georgia

I agree with Edward. Most broker NDAs allow you to share the CIM with your advisors, but it's your responsibility that they don't share the information with anyone else. Having the advisor sign your NDA is normal.

1 year ago | like reply | 0 likes

More on Searchfunder

Just Closed on My First Deal! Reflections and Takeaways for other Searchers

45,152 transactions are available on Searchfunder (now searchable by keyword)

Now everyone has unlimited IBISWorld access

Family office looking for traditional searchers

2 Best Ways To Find Motivated Sellers, Off-Market Deals

Examples of self-funded searcher websites

Downsides of "buying a job" below 750k+ EBITDA?

Self Funded Acquisition: A few Things I Learned

Searchfunder is an online community and toolkit for searchfunds. Over 80% of those involved in searchfunds maintain a Searchfunder.com account to help them network, problem solve challenges, and keep up with the industry.

We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.