Hi All,
Can anyone tell what should be the different titles that are usually used for a M&A case studies in a deck presentation. And should we state the objectives/requirements of the client and the hypothesis on the 1st slide together , and then move on to details and analysis in the 2nd, 3rd, 4th slide and finally recommendations in the 5th slide. Is this a good structure to prepare a slide presentation for a M&A case.
Yes seems like a decent structure. Do pay attention to what you put on the slides (title and content) and how you present them as well.
client ask/scope-> assumptions/hypothesis>approach->analysis-> recommendations
Feel free to message if you wish discuss more or need help with slides etc. Also search the Q&A forum broadly as this question has been answered before many time I believe
I would start with your summary/recommendation including the objective (keep this short as there's minimal benefit in regurgitating info you have been given) and then have slides that go deeper on each of the factors you considered. The factors would differ based on the client objective such as a private equity investment vs. corporate strategic acquisition but I would consider the following:
1. Company/business overview
2. Market overview
3. Competitive landscape
4. Value creation/synergies/risks
5. Valuation/financials
Good luck!
Hi there,
The general structure is fine. I would not use the word “hypothesis” for the first slide but “recommendation” (you usually have to present a deck after going through some material you analyzed and thus present your recommendation based on data).
The titles depend on the case itself and the questions asked. Possible elements include (i) market analysis, (ii) specific target of the client (eg revenue potential), (iii) synergies, (iv) valuation but that’s case dependent.
The rule of thumb for the titles is that if you read all the titles of the slides one after the other you should get a clear idea of the recommendation.
Hope this helps,
Francesco
Hello!
It totally depends. For instance, in most cases I would find redundant to pose a hypothesis: I would attack it with answer first.
Hope it helps!
Cheers,
Clara
Hi, it depends on the client's objective. I would include in the 2-4 slides the answers to the main question:
- why the industry
- why the target company
- worth price (estimate synergies)
Best,
Antonello
Hi there,
While it completely changes based on the prompt, you are generally correct (your approach would be the most common).
That said, recommendations could be the 2nd slide, and organized in a visually appealing structure.
Feel free to message and I can talk you through various approaches/templates!
Hi there,
the overall structure is very good. I would not use the word hypothesis in the first slide, though. Cheers, GB
