The first step to acquisition is assessing if it's the right fit for the acquiring entity. Use this template to discuss the investment thesis and integration strategy.
Provide an overview of the acquisition at stake.
Discuss the firm’s investment goals.
Are you buying this to sell in 3-5 years?
Are you buying this to hold and build earnings?
Are you buying this to transform?
Discuss what the company will look like if we sell.
Is the landscape ripe for consolidations?
Will the growth come organically with core process improvements – sales, logistics, operations, etc?
What came out of this meeting? What are the next steps?
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