Finance Mergers & Acquisitions Questionnaire
Please read the instructions carefully before attempting to answer each section. Ensure to respond honestly to make the data collected reliable and valid.
Instructions for [Your Company Name]:
Please complete this questionnaire with accurate and up-to-date information.
For each question, select the response option that best describes your company's situation.
In sections where 'Other' is an option, provide specific details if applicable.
This questionnaire is a crucial part of assessing the potential merger or acquisition with [Your Partner Company Name / Second Party]. Your thorough and thoughtful responses are appreciated.
Company Financial Health and Performance Assessment
What was your company’s annual revenue for the last fiscal year? | |
What is your company's current debt-to-equity ratio? | |
How has your EBITDA margin trended over the past 3 years? | |
What is your current liquidity ratio? | |
Does your company have any ongoing or pending litigation? | |
Strategic Fit and Synergy Realization
How do your products/services align with those of [Your Partner Company Name / Second Party]? | |
How would you rate the potential for cost savings through this merger/acquisition? | |
What are the anticipated benefits from this merger/acquisition? | |
How do your corporate goals align with those of [Your Partner Company Name / Second Party]? | |
What are the potential risks you foresee in this merger/acquisition? | |
Regulatory Compliance and Risk Management
What compliance frameworks does your company adhere to? | |
How do you manage regulatory compliance within your company? | |
What risk management systems are currently in place? | |
Have there been any compliance violations in the past 5 years? | |
How does your company handle data privacy and protection? | |
Operational Efficiencies and Integration Planning
How would you rate your company's current supply chain efficiency? | |
What are your key operational challenges at present? | |
How flexible is your company in adapting to new processes? | |
What is your approach towards technology adoption? | |
How do you assess your company's production capacity utilization? | |
Cultural and Organizational Compatibility
Rate the effectiveness of your current leadership and management practices. | |
How would you describe your company's corporate culture? | |
How do your employees perceive the current workplace environment? | |
What is your company's approach to diversity and inclusion? | |
How does your company handle conflict resolution? | |
We thank you for your time and effort in completing this questionnaire.
