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Acquisition Investment Thesis Meeting Template

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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.

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Tue, Aug 4
4 Aug
10:30 - 11 AM
Acquisition Investment Thesis Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Acquisition Investment Thesis Meeting
Today @ 10:30 - 11 AM
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Acquisition Investment Thesis Meeting Template
By Fellow.app
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Summarization by AI
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What’s inside this Acquisition Investment Thesis Meeting Template:

1Overview

Provide an overview of the acquisition at stake.

2Investment goals

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?

3Selling

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?

4Action items

What is the outcome of the meeting? What are the next steps?

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Fellow is the only AI meeting assistant and note taker built for internal and external meetings. Use Fellow to get the most accurate and secure meeting transcriptions, recordings and summaries.

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