Business Case

  • Business case: (e.g. deal drivers/value proposition/objectives of the transaction)
  • Perceived strengths; weaknesses, opportunities and threats of the target
  • Expected sources of value creation (e.g., cost reductions, revenue increases, new product or service launches, synergies with other portfolio companies, growth through acquisitions, etc.)
  • Intentions regarding degree of integration and assimilation
  • Perceived challenges to successful execution of transaction, of the integration.
  • Top line and bottom line performance targets 1-3-5 years out.


  • Business of the company
  • Products and services
  • Vision/Mission statements
  • Values statement
  • Strategy statement
  • Self-identified corporate brand and major sub-brands

Roots ...