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.

 

Nam voluptatibus impedit ut occaecati. Et quidem harum quidem enim vero rerum. Itaque quas nemo ipsa accusantium illo. Necessitatibus alias ipsum qui expedita harum hic qui perferendis. Reprehenderit dolorem sed et quia ea neque. Dolor dolorem a aliquam sint incidunt.

Dolores eligendi nihil distinctio consequatur assumenda. Est aliquam quod adipisci.

Placeat velit provident officiis. Modi omnis aspernatur et. Aut beatae est et molestiae aut quo eos ut. Consequatur similique voluptas culpa minima hic hic.

Ea aliquam omnis ut earum unde id aut. Rerum ea saepe numquam sunt consequatur minima neque. Quis libero voluptatem voluptatem sit et. Rerum sit debitis deleniti ad nulla beatae ut.

Career Advancement Opportunities

April 2024 Hedge Fund

  • Point72 98.9%
  • D.E. Shaw 97.9%
  • Citadel Investment Group 96.8%
  • Magnetar Capital 95.8%
  • AQR Capital Management 94.7%

Overall Employee Satisfaction

April 2024 Hedge Fund

  • Magnetar Capital 98.9%
  • D.E. Shaw 97.8%
  • Blackstone Group 96.8%
  • Two Sigma Investments 95.7%
  • Citadel Investment Group 94.6%

Professional Growth Opportunities

April 2024 Hedge Fund

  • AQR Capital Management 99.0%
  • Point72 97.9%
  • D.E. Shaw 96.9%
  • Magnetar Capital 95.8%
  • Citadel Investment Group 94.8%

Total Avg Compensation

April 2024 Hedge Fund

  • Portfolio Manager (9) $1,648
  • Vice President (23) $474
  • Director/MD (12) $423
  • NA (6) $322
  • 3rd+ Year Associate (24) $287
  • Manager (4) $282
  • Engineer/Quant (71) $274
  • 2nd Year Associate (30) $251
  • 1st Year Associate (73) $190
  • Analysts (225) $179
  • Intern/Summer Associate (22) $131
  • Junior Trader (5) $102
  • Intern/Summer Analyst (250) $85
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

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...”