investment research report

Corporate investment project (Acquisition)

Project should form as:

Client specification

Executive summary

Company profiles (both companies)

Industry and market overview

Merger overview

Merger rationale

The modelling should be:

Valuation of company 1: (acquirer)


Relative valuation 

Football field summary 

Valuation of company 2: (target)


Acquisition capacity

Valuation of synergies:

Source of synergies, DCF, and combined value of merged firm

Then post merger integration, valuation and analysis

Value created by the acquisition 

And valuation of target firm

DCF(Post merger)

DCF(without merger)

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