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  5. The business-economic setting (max...

The business-economic setting (max 1/2 page) What were trends in the economy? What were trends in the industry? Strategy behind the merger (max 3 pages)

  1. The business-economic setting (max 1/2 page)
    What were trends in the economy?
    What were trends in the industry?
  2. Strategy behind the merger (max 3 pages)
    How did this particular acquisition fit into the broad strategy of the firms?
    Did the firms engage in other significant M&A activity?
    Did the firm make any substantial thrusts in investment activity by methods other than M&A activity?
    Describe the major products
    Summarize the reasons for the transaction
    Are there any synergies proposed? Do you believe them?
    Is it a horizontal, vertical?
  3. Transaction details (max 1 page)
    Who is the acquirer and who is the target?
    What date was the announcement of the merger?
    Describe some of the pre-announcement negotiations
    How large was the premium paid to the target?
  4. Were there reviews by the US/EU competition regulators? (max 1 page)
    If so, described the outcome or concessions of the deal
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