Merge and Acquisition Management Meeting Agenda

What’s inside this Merge and Acquisition Management Meeting Agenda:

1👋 Introduction

Start with a brief introduction and round table of those attending the meeting.

2💸 Buyer discussion

The buyer discusses relevant aspects of the acquisition.

• Overview of company or fund
• Overview of investment strategy
• Reason for pursuing the seller

3🤝 Seller discussion

The seller provides an overview of their interests.

• Overview of objectives (Sell the entire company, a portion, etc.)
• Is the seller amenable to structuring?
• Cash at closing preferences?
• Involvement afterwards

4🚀 Opportunities

List the key strengths of the business (brand name, revenues, profits).

5⚙️ Recent changes

Discuss recent improvements or changes to the business.

6📈 Financial update

Provide updated financials and revenue forecasting.

7❓ Questions

Any questions?

8✅ Action items

What are the next steps? What are the action items?