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Acquisition Investment Thesis Meeting Template
Get this templateThe 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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Acquisition Investment Thesis Meeting
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Acquisition Investment Thesis Meeting Template
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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?
