What’s inside this Acquisition Investment Thesis Meeting Template:
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 is the outcome of the meeting? What are the next steps?