Finance Mergers & Acquisitions Performance Form
This form provides a detailed overview of the financial and strategic performance of [Your Company Name]'s recent acquisition of [Partner Company Name]. It evaluates key metrics pre- and post-acquisition, integration progress, and outlines strategic outcomes and future plans.
Transaction Overview:
Acquired Company Name: [Partner Company Name]
Date of Acquisition: [Month, Day, Year]
Transaction Value: $[Amount]
Primary Objective of Acquisition: [e.g., Market Expansion, Technology Access, etc.]
Financial Performance Metrics:
Metric | Pre-Acquisition | Post-Acquisition (Year 1) | Post-Acquisition (Year 2) |
|---|
Revenue | $[Amount] | $[Amount] | $[Amount] |
EBITDA | $[Amount] | $[Amount] | $[Amount] |
Net Income | $[Amount] | $[Amount] | $[Amount] |
Cost Synergies Realized | N/A | $[Amount] | $[Amount] |
Revenue Synergies Realized | N/A | $[Amount] | $[Amount] |
Integration Status:
Integration Completion: | |
Key Integration Milestones Achieved: | |
Challenges Faced in Integration: | [Describe any significant challenges and how they were addressed] |
Strategic Outcomes and Future Plans: | [Briefly describe the strategic outcomes of the acquisition such as market position improvement, cost reduction achievements, etc.] [Outline any future plans for the acquired entity within the larger corporate strategy]
|
Prepared by: [Your Name]
Date: [Month, Day, Year]
