M&A Presentation Template: Strategy and Structure

M&A Presentation Example

Understanding the Deal 4 S’s

• Strategy for the deal
• Synergy for the companies
• Structure of the deal
• Steps for the integration

Business and Integration Strategy

• Acquisition process – where are we?
• Business strategy for the acquisition
• Integration strategy/milestones
• Integration infrastructure

Business Strategy for the Deal

• Why did we buy this company?
• What is the strategic business objective?
• What strengths do they have?

Synergy for the Deal

• Business goals for the deal
• Time frame to reach goals
• Opportunities, constraints, or risks...