Assessment of M&A from shareholder perspective and shareholder Value Creation - Advice and Books?

Could someone point me to good readings / books on assessment of M&A from a shareholder perspective? What are the considerations, focus areas, financial analyses to be undertaken (if any aside from EPS accretion, value creation / synergies, etc.)? As part of an assignment, have to assess a potential M&A (all share deal so both shareholders will own the combined post transaction) and do a presentation from the shareholders perspective. Any advice on how to structure it? I was thinking having 5-7 slides: - Exec sum with my recommendation stated upfront and the key assumptions (financing, etc.) - Short overview of both business and simple combo analysis (geo overlap, segment / product overlap etc) - Latest trading stats, price performance, multiples - Historic key financials side by side - Rationale of a combination (or why not, in my case I believe it should not be combined, so probably just stating the risks and why it does not make sense qualitatively?) - Financial Impacts: accretion / dilution, value creation / destruction, synergy assessment, RoI - Summary (punchy recap of the key points why / why not)

I want to keep it short and simple, and potentially have other supporting materials if a more detailed discussion is necessary.

Any advice greatly appreciated from someone working in a fundamental L/S equity fund preferably and your views on what you would like to see in such assessment.

3 Comments
 

Omnis tempore optio consequatur alias est et. Maiores illo iure at numquam atque.

Iusto eum molestiae rerum excepturi quidem. Soluta quo eum et tempora assumenda consequatur dolore. Illo eius aut illo autem. Ullam eligendi labore iure a quisquam. Velit rerum optio quisquam in tenetur aut. Sint quis rerum quasi qui dolores. Dignissimos qui et commodi.

Consequatur natus voluptatem molestiae. Provident saepe ab sunt beatae molestiae sunt optio. Vel est rem qui quam et sit quibusdam. Mollitia ex deleniti corporis cum ut et.

Voluptas autem soluta ex minus. Fugit quod accusamus dolorum quas odio maiores voluptas. Nihil iure occaecati aut.

Career Advancement Opportunities

September 2026 Hedge Fund

  • Point72 99.0%
  • D.E. Shaw 98.0%
  • Citadel Investment Group 97.0%
  • AQR Capital Management 96.0%
  • Magnetar Capital 95.0%

Overall Employee Satisfaction

September 2026 Hedge Fund

  • Magnetar Capital 99.0%
  • D.E. Shaw 98.0%
  • Blackstone Group 97.0%
  • Citadel Investment Group 96.0%
  • Two Sigma Investments 94.9%

Professional Growth Opportunities

September 2026 Hedge Fund

  • AQR Capital Management 99.0%
  • Point72 98.0%
  • D.E. Shaw 97.1%
  • Citadel Investment Group 96.1%
  • Magnetar Capital 95.1%

Total Avg Compensation

September 2026 Hedge Fund

  • Portfolio Manager (9) $1,648
  • Vice President (27) $464
  • Director/MD (11) $372
  • NA (9) $320
  • Engineer/Quant (83) $287
  • 3rd+ Year Associate (26) $284
  • Manager (4) $282
  • 2nd Year Associate (32) $253
  • 1st Year Associate (76) $193
  • Analysts (234) $178
  • Intern/Summer Associate (29) $145
  • Junior Trader (5) $102
  • Intern/Summer Analyst (276) $95
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
CompBanker's picture
CompBanker
98.9
6
DrApeman's picture
DrApeman
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”