PRIVILEGED AND CONFIDENTIAL 1 ABC-XYZ Merger “Skate Where The Puck Is Going To Be”
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Transcript of PRIVILEGED AND CONFIDENTIAL 1 ABC-XYZ Merger “Skate Where The Puck Is Going To Be”
PRIVILEGED AND CONFIDENTIAL 1
ABC-XYZ Merger“Skate Where The Puck Is Going To Be”
PRIVILEGED AND CONFIDENTIAL 2
Table of Contents ABC’s vision, goals, & objectives
Current target market growth status
Closing the gaps
Inorganic growth candidate opportunities
Specific strategic rationale for acquiring XYZ
Transaction terms
Synergy analysis
Combination pro formas
Governance & management
Deal summary
Appendix
PRIVILEGED AND CONFIDENTIAL 3
Target Market Leadership Position
– Global vision & strategic imperatives
– Goals & objectives for target market
– Leadership end game
– ABC current market share in target market
– Americas (or segment 1)
– target market (or segment 2)
– Asia (or segment 3)
– Market share gaps
– Therefore, we need to accelerate growth in segments where we have low market share
PRIVILEGED AND CONFIDENTIAL 4
ABC’s Current Positioning ABC market position in target market
– Revenue
– Subscribers
– Critical relationships & cultural advantages
– Technology
The other key players position on geographical map
Industry trends in target market– Growth dynamics
– Window of opportunity rationale
Rapid growth prospects imminent– Now or never
– Risk of erosion of current market position
PRIVILEGED AND CONFIDENTIAL 5
Ways To Close the Gap
Locked out of target market unless we do something inorganically
Inorganic approaches– Joint venture vs. acquisition
– Proof points for why acquisitions are better
PRIVILEGED AND CONFIDENTIAL 6
Candidate Opportunities in the Target Market
Profile of a good ABC acquisition target
– Relationships
– Scale
– Market share
– Projected growth rate
– Technology
– Management team
List of all potential targets
PRIVILEGED AND CONFIDENTIAL 7
Attractive Target Candidates Screen
ABC preferred target attributes screen– Relationships
– Best-in-class core competencies
– Market share & critical mass
– Positioned for rapid grow
Any acquisition should be:– Recurring revenue
– Aggressive growth curve
– Accretive within 12 months
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ADDITIONAL TEMPLATE PREVIEWS
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Anatomy of LOI - Ver1
Anatomy of LOI - Ver2
Asset vs. Stock Purchase
Purchase Price Payment Considerations
Ways to Structure the Deal - Ver1
Ways to Structure the Deal - Ver2
Ways to Structure the Deal - Ver3
Structuring Effective Earnouts
Tax Implications
What is a Reverse Merger?
LOI Tools and Templates Full Buyout
Asset Purchase - Ver1
Asset Purchase - Ver2
Stock For Cash
Stock For Stock
Stock For Cash & Stock
Earnout Partial Investments
Series A Preferred
Series B Preferred Presentations
Presenting the Deal - Ver1
Presenting the Deal - Ver2 (No Preview)
Presenting the Deal - Ver3
Presenting the Deal - Ver4
Presenting the Deal - Ver5
Business Sale Presentation
Buying or Selling a Business Step-by-Step Procedure - Click Here To View
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