Move beyond AI notetaking: Be the first to see the new features in Fellow 4.5


Merge and Acquisition Management Meeting Agenda

Get this template

The seller of the business should use this Merge and Acquisition Management Meeting Agenda to exchange vital information with the buyer of the business.

Desktop Experience
In-meeting Experience
Tue, Aug 4
4 Aug
10:30 - 11 AM
Merge and Acquisition Management Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Merge and Acquisition Management Meeting
Today @ 10:30 - 11 AM
 Join video call
 Record with AI
Merge and Acquisition Management Meeting
AI Recording in progress
Template preview

Magnify Preview template

Merge and Acquisition Management Meeting Agenda
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

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?

Get this free template

Template preview

Template by

Fellow is the only all-in-one AI meeting transcription and management software for remote and hybrid teams. Have fewer, more effective meetings and 1-on-1s with AI, behavior-driving features, and seamless integrations.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

Run delightful meetings with Fellow

See why leaders in 100+ countries are using it today.

Try for free Request a demo
Already using Fellow? Log in

You might also be interested in these templates

You might also be interested in these articles