- 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)
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? - 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? - 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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