Acquisition Announcement Template

PRESENTATION TEMPLATE FOR ACQUISITION ANNOUNCEMENT

KEY POINTS OF THE MERGER

• Who is acquiring whom
• Degree of integration anticipated (e.g., the two entities will be fully integrated)
• Corporate headquarters in Anywhere, USA
• Timing
• Close expected Spring 2025
• Integration complete December 2025

STRATEGY BEHIND THE DEAL

• Why an acquisition? (e.g., part of our growth strategy  is to…)
• Why this company? (e.g., The combination of Company A and Company B will allow us together to…)
• Other key points

MERGER DETAILS

• Valuation:
• New ticker symbol listed on XX exchange
• Each B shareholder receives # shares of a
• Other important acquisition details

THE COMPANY WE ARE CREATING

• Number X in the Y industry
  • Premier … <industry> company
  • What the new company will be known for
  • Superior marketing power
  • Financial strength in a consolidating industry
  • Talented and experienced management team

COMPANY B (ACQUIRED COMPANY)

• Corporate headquarters in Anywhere, USA
• Major locations (or number of locations):
  • Major location 1 —  Describe
  • Major location 2 —  Describe
• Number of employees

COMPANY B

• Stock symbol
• Recent revenue growth
• Market share
• Other pertinent financial data that will be shared

OVERVIEW OF PRODUCTS/SERVICES OF COMPANY B                        

• List major products/services
• List well-known brands

KEY CUSTOMERS OF COMPANY B

• List key customers

OPERATIONAL EFFICIENCIES

• $ savings through…
• Restructuring charge $
• Restructuring charged as exceptional operating item over the next # years

RESTRUCTURING INFORMATION

• Statement as to how the company will treat duplicate positions/locations
• Layoffs?
• Closures?