Midwest Industrial Business Lands 3+ LOIs in 90 Days

QuantFi ran a full sell-side process for a Midwest industrial business, packaging banker-grade financials that surfaced EBITDA 11% above management-reported figures and generated multiple serious LOIs within 90 days.

3+ LOIs / 90 days

serious buyer LOIs in 90 days

2–4 months

Implementation Time

Christian Sanford

Managing Partner

QuantFi

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The Challenge

A Midwest industrial business needed to prepare for sale and attract qualified buyers but lacked institutional-grade financials and a compelling equity story. Management-reported EBITDA understated true earnings power, and there was no banker-quality marketing material to run a competitive process.

What They Built

QuantFi delivered full-spectrum sell-side support: a fully integrated 3-statement operating model with revenue bridges and valuation scenarios, a sell-side Quality of Earnings review to normalize EBITDA, and a 30+ page investment-banker-style Confidential Information Memorandum. It then ran a curated M&A outreach process with diligence coordination and management prep.

The team normalized earnings, built valuation scenarios, and packaged the business to top-tier IB standards before managing buyer outreach and diligence.

AI Role

Infrastructure

Integration Points

Impact

3+ LOIs in 90 Days

Multiple serious letters of intent received within 90 days of outreach.

+11% Normalized EBITDA

Normalized EBITDA came in 11% above management-reported figures, lifting valuation.

30+ Page CIM

Investment-banker-style Confidential Information Memorandum built to top-tier IB standards.

Technology Utilized

Implementation Complexity

Revenue Growth

Best Fit For

Founder- or family-owned lower-middle-market businesses preparing for a sale who need banker-grade financials and a run process without a full investment bank.

Christian Sanford

Managing Partner

QuantFi

Co-founder of QuantFi, building agentic AI and financial-modeling tools for finance teams, PE sponsors, and founders.

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Industry:

Manufacturing & Industrial

Business Function:

Finance & Accounting

Executive & Strategy

Company Size:

Project Cost:

Cost not disclosed

Ownership:

Organization Type:

Private Company

AI Pattern:

Data Synthesis & Reporting

Value Type:

Revenue Growth

AI Model:

Frequently Asked Questions

How did a Midwest industrial business land 3+ LOIs in 90 days from a sell-side process?

The business ran a full sell-side process built on a banker-grade financial package: an integrated 3-statement model, a sell-side Quality of Earnings review, and a 30+ page CIM. Normalizing earnings surfaced EBITDA 11% above management-reported figures, and a curated M&A outreach process generated 3+ serious LOIs within 90 days.

What financial modeling and analysis approach was used?

The experts built a fully integrated 3-statement operating model with revenue bridges and valuation scenarios, ran a sell-side Quality of Earnings review to normalize EBITDA, and packaged the business in an investment-banker-style Confidential Information Memorandum.

What results did the business achieve?

Three outcomes: 3+ serious letters of intent within 90 days of outreach, normalized EBITDA 11% above management-reported figures, and a 30+ page banker-grade CIM built to top-tier investment-banking standards.

How long did the sell-side process take?

The outreach process generated multiple LOIs within 90 days of launch; the engagement fell in the 2-4 month range.

Who is this sell-side modeling approach best for?

Founder- or family-owned lower-middle-market businesses preparing for a sale that need banker-grade financials and a run process without a full investment bank.

Originally published by

QuantFi