SLIDE CONTENT
Executive Summary
Key business products and service offerings of the company
Financial Overview – revenue, EBITDA Margins, Cash Flow, profitability
The nature of the transaction
Investment rationale
Investment Thesis
The company acts as a platform for market entry and growth
The kind of partnerships it has with leading players, providing best-in-class services and the opportunity to build on them for the acquirer
Upside opportunities from process optimization, cross-selling, cost optimization, automation, etc.
Blue-chip clients and longstanding relationship with them
Strong order book
Experience in management and strong capabilities in business expansion
Strong position locally with an international foothold
Potential for M&A synergies
Overview of the Market size
Top players in various business segments
The trend of various product lines
Growth trends in the market and the driving factors behind them
Mapping of the competitors with the “target’s ranking”
Overview of the Target Company (take over assignments)
Year of establishment
Company description
Business segments and their capabilities
Revenue, EBITDA, and net income
Employee details
Customers, clients, and users
Place of headquarters with different office locations
Recent news about the company
Products and Services
Detailed analysis of the products and services offered by the company.
For the product categories, the company will include a list of the products, the target segment of each product, etc.
From a service perspective, it shows the company’s various service offerings, the capability of the company, the end-to-end process of the services it offers.
Revenue Profile
By showing the information buyers/investors can see where the major revenue comes from and if it is aligned with their business strategy.
Employee Profile
Segregation of the employees is shown so that the buyer/investor has a fair idea of the existing personnel mix and can plan changes that will help them achieve cost optimization.
An employee profile can be shown in several ways, including by function, qualifications, geography, pyramid, etc.
Customer Profile
For any acquirer/investor, it would be important to know what kind of customers the company would be serving in the future.
Financials – Historical and Projections
From a valuation perspective, it gives a detailed analysis of the profit and loss account. It contains actual financial information from previous years, as well as financial projections by the management of the target company.
Since the target/investor company is preparing the projections, it will try to show the company in a very positive position and make it attractive in order to achieve a higher valuation.
Management Structure
