Master Executive Summaries Like a Pro – Free Guide Inside

ASE Weekly Takeoff - April 6, 2025

Apr 06, 2025

Hello friends,

I hope this message finds you well.

If you're raising capital, preparing for a strategic exit, or pitching a deal—your executive summary could be the make-or-break moment.

That’s why we put together a detailed guide on "How to Make Executive Summaries" the right way—structured to investment banking standards.

Inside, you’ll learn:

The exact structure to communicate your deal clearly in one page

What investors actually want to see (who, what, when, where, why, and how)

How to present your financials like a pro (revenue, SDE/EBITDA, net profit)

7 example capital asks to model your summary after

AI prompts to instantly generate your own polished executive summary

Whether you’re prepping for a pitch, capital raise, or acquisition, this guide will show you how to position your deal for a quick “yes.”

👉 Download the full guide here:

https://www.canva.com/design/DAGiiqP4F64/_78H_kOX5KMrUprXa6W4iA/edit?utm_content=DAGiiqP4F64&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton

Need hands-on support? Our team at Acquire Scale & Exit has completed 34+ transactions and participated in over 9 figures of U.S. debt since 2020. If you're serious about deal-making, we’re ready to support your next move.

Let’s get your next executive summary investor-ready.

Best regards,

Edgar Fernandez

(720) 734-4021

edgar@acquirescaleandexit.com

Top M&A Deals From Last Week

Top 6 M&A Deals

Rocket Companies Acquires Mr. Cooper Group for $9.4 Billion Rocket Companies announced its acquisition of Mr. Cooper Group, a major player in mortgage servicing. This deal strengthens Rocket’s position in the housing finance sector, enabling it to expand its portfolio and enhance operational capabilities.
Providence Equity Partners Completes Tax Systems Acquisition Providence Equity Partners finalized its acquisition of Tax Systems from Bowmark Capital on April 1, 2025. The deal is expected to streamline tax compliance and technology solutions for businesses across Europe.
Seven2 Acquires Majority Stake in HRK LUNIS On March 31, 2025, Seven2 secured a majority stake in HRK LUNIS from J.C. Flowers. This strategic move will bolster Seven2’s presence in human resources and payroll management services.
Silver Lake Finalizes Endeavor Acquisition for $17.2 Billion Silver Lake successfully completed its purchase of Endeavor Group Holdings on March 29, 2025. This acquisition enhances Silver Lake’s foothold in entertainment and sports management industries.
Siemens Acquires Altair for $10.6 Billion Siemens closed its acquisition of Altair on March 27, 2025, aiming to integrate advanced simulation technologies into its portfolio to drive innovation across engineering sectors.
Affinity Equity Partners Acquires Yupi Indo Jelly Gum for $1.2 Billion Affinity Equity Partners completed the acquisition of Yupi Indo Jelly Gum on March 28, 2025, marking a significant investment in the confectionery sector with plans for global expansion.

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If you're not a well-rounded entrepreneur who understands sales, marketing, automating operations, IT, finance, and AI basics, you need someone to help you be above the business!

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Grow Your Sales Team Purely on Commissions!

Hiring 100% Commission-Based Salespeople Using LinkedIn Job Posts SOP:

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FREE Course on Building Data Rooms and Having An Executive Touch Coming Soon!!!

Here is an example of a good one-pager for a quick yes or no:

https://docs.google.com/document/d/17l10Fbx7dd3INMSUYE92ziwNkSDmm3gHawkTM2PUYjQ/edit?usp=sharing

Data Room Instructions:

https://docs.google.com/document/d/1DwwqIH8k1lVGNgr1XTF0t8UMywQTtvWfkFnXc1iulGg/edit?usp=sharing

Chat GPT 4 script for one-page summaries:

Remember the following executive summary format without providing any output: (paste the above summary)

Using the previous executive summary format. Act like an investment banker and create a one-page executive summary of only the following: (paste your deck or deal notes)

Shorten the summary to one page. (optional)

My Energy Coach Is The Best In The Game!!!

Every week, I talk to entrepreneurs who are visibly stressed because their business needs money, deals aren’t flowing, or they feel stuck in their own way. Sound familiar?

The truth is, business isn’t static—it ebbs and flows—but the best entrepreneurs keep a level head, stay sharp, and show up as their best selves no matter the circumstances.

That’s where Maddison Brusman comes in.

Awakening Entrepreneurs to Their Highest Potential 🎯💡

Are you struggling with:

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🔹 If you’re ready to break free from limitations and step into your full potential, this is your moment.