1. Overview
– Describe the acquirer company and the target company with brief introductions on both companies
2. Value
– How much is the total value of the deal for your case?
3. Mindset of both parties
– Is your case a friendly or hostile merger/acquisition? and why?
4. Method of payment
– What is the payment method for your case?
– Is it cash (with its amount), stock (with the exchange ratio), or mix?
5. Type of merger/acquisition
– Which type of merger/acquisition is your case?
– Is it a vertical, horizontal, or conglomerate merger? and why?
6. Motives
– What motives of merger/acquisition for your case?
– Is it creating value, cross-border mergers, dubious motivations? and why?
7. Industrial life cycle stage
– Which industry life cycle stage for the acquirer in your case?
– Is it pioneering development, rapid growth, mature growth, stabilization, or deceleration of growth? and why?
8. Regulations
– Is there any regulatory issue on your merger/acquisition?
– Describe the legal issues of your M&A case.
9. Takeover defenses
– Does it have any pre- or post-offer takeover defenses on your case?
10. Brief conclusion on your case
11. Anything else you want to include on your report
12. Detailed reference for ALL of your sources
