Proposing an M&A Target! URGENT

If I am preparing a pitchbook to present a company I believe is a good acquisition target, what are the key areas I need touch on? I need to know what would be done by someone in the industry.

If someone has any example decks which may give me some direction I would really really appreciate that as well! Feel free to PM me for more details.

This is REALLY urgent so I would appreciate all your help immensely!

2 Comments
 
Best Response

More info would be helpful here. What's the context and scope of the ask? Are they a company looking for a target? a PE shop looking for an investment opportunity? How much time do you have to do this? What resources do you have available?

Some basic things you could consider addressing (assuming public target)

  • Company overview/profile: what they do, business segments, recent developments, products, etc

  • Market overview: what are the general market trends, size of the market, who are some of the competitors/ how do they stack up (product, market share, etc)

  • Strategic rationale: basically why is this specific company a good fit for whoever you're presenting to (if it's a strategic buyer for example, does this target increase their market share in a weak area? is it a key competitor? does it close a product gap? etc)

  • valuation: depending on what you resources you have available and what they are asking for, the ease of putting together trading comps, acq comps, dcf ,pro-forma analyses, etc will vary. would be helpful to include some analysis of historical financials as well

 

Tenetur rerum quo voluptatibus quas non eius maxime atque. Sunt sint omnis delectus voluptatem nam totam. Nisi ipsum numquam quia qui laboriosam id maxime. Doloremque qui ut in velit distinctio sit. Et ut quis a magni harum.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (67) $101
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
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
DrApeman's picture
DrApeman
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
GameTheory's picture
GameTheory
98.9
8
dosk17's picture
dosk17
98.9
9
CompBanker's picture
CompBanker
98.9
10
Jamoldo's picture
Jamoldo
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...”