M&A Press Release Template

Need to announce a merger or acquisition to the press? Download M&A press release sample template here.

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[Acquirer name] announces acquisition of [industry producer] [Target name]

City, DD.MM.YYYY


[Acquirer name]  (stock exchange ticker NYSE: TWTR), a US/UK/[enter region] diversified company focused on digital/financial services/real estate/name industry, announced that it has acquired a controlling interest/100% stake/X% stake in [Target name], a fast-growing, insert country-based fintech/IT/name industry solutions provider that specializes in name specialization. [Target name] was previously owned by [insert previous shareholder]. The core product is name product, which is projected to generate over USD 100m within 24 months and nearly USD 25m in EBIT. The deal is currently valued at a price of USD 30m for X% stake. The total purchase consists of USD 20m in cash delivered on installment basis by 2022, USD 5m in preferred shares and USD 5m in debt under personal guarantees of [Acquirer name].

[Target name] is profitable/said to reach profitability and has grown rapidly to over 10 million downloads/producing over X million products worldwide/in [enter region]. Founded in [enter year], [Target name] has XX offices/stores/[enter metric] in [enter region] and more than XX employees in key regions across [enter region]. The company doubled/tripled revenue in 2019. Revenue for 2019 is expected to be USD 10m (which is a 100% growth compared to previous year) and EBITDA of USD X million. Current amount of users/production capacities amount to over 10 million users/tons/[insert metric]. [Target name] aims to enter top-10 players/producers/service providers in US/UK/[enter region] in the segment of [insert segment] by 202X, in terms of sales, user/production volumes/number of retail outlets/[insert metric]. To this end, the [Target name] intends to significantly increase its marketing/production capacity/[enter action] as well as to increase staff/double the number of its stores/[enter action].

As of today, the US/[enter region] IT/[enter market] market size for 2020X is forecasted to reach about USD XXX million, of which [enter market] accounts for USD X million tonnes. According to Euromonitor International/[enter source], in 202X the [enter region] IT/[enter market] market is expected to grow with X% CAGR up to USD X million.

Name, CEO/CFO/Managing Director of Acquirer, said: “Target a stable growing company with a developed product portfolio/retail chain/high quality production/[enter metrics]. The business is growing quickly, at about XX% per year, and we expect this trend to continue. As the Target realises its investment programme over the coming years, we expect it to increase further its level of efficiency, through economies of scale, improved business operations and reduced costs. We are extremely pleased now to be a part of this business and look forward to making an active contribution to its continued development.”

Name, CEO/CFO/Shareholder of Target, said: “We are grateful to Acquirer name for its interest and belief in our business, and view our cooperation as an important milestone for our company. I am confident that they will add considerable value to our business, and that together we should be able to ensure our continued profitable growth.”

[Target name]
[Target name] is a [enter region] company producing/offering [enter segment of work]. Company is in top-X of [enter segment of work]. The company is on a mission to make/produce the high-quality [enter product type]. to improve XXX/make world happier and healthier/help XXX. The [Target name] is present in US, Europe, Asia and in other regions.

[Acquirer name]
[Acquirer name] - an active investor/PE fund/VC fund/corporation engaged in/[enter acquirer type]. [Acquirer name] strategy is to acquire controlling equity interests in undervalued companies and undertake an active role in improving their performance/integrating them into [Acquirer name] core business/accelerating their growth by providing both access to capital and management expertise. [Acquirer name] invests in a broad range of industries and geographies. [Acquirer name] has over USD X million assets under management (if the acquirer is a fund).

[Financial/legal/technical consultant name]
[Consultant name] is an independent European/US advisory firm. It has a unique integrated service offering that combines legal/corporate finance/management/technical consulting. [Consultant name] has a European/US presence with [X] offices in [X] countries and a global reach based on a network of partnerships with first-class advisory firms.

Media contacts
Name, Department
Mobile: +X (XXX) XXX XX XX
Tel: +X (XXX) XXX XX XX
Email: user@domain.com

What Tasks does the 

M&A Press Release Template

 Include

FAQ

What Is Due Diligence?

Due diligence is a critical aspect of any deal that begins very early in the process and can continue right up until closing. During due diligence, the potential buyer asks questions and requests documentation from the seller that helps the buyer understand the target company and its business. These requests are usually general to start and become more specific as the buyer develops a greater understanding of the target. Buyers use the information provided by the seller to evaluate the opportunities and risks associated with the potential transaction. It is important for sellers to stay organized throughout the process. Buyers often submit thorough, detailed request lists that require input from numerous members of the seller’s deal team.

What is a due diligence checklist?

As the name implies, a due diligence request list is a list of questions and requests for information and documentation that a buyer submits to a seller in order to learn about the target company, its business and its operations. The initial diligence request list tends to be broad and typically includes an extensive list of questions covering a wide range of subjects. This allows the buyer to gain a broad understanding of the target company and identify key issues that can be investigated and considered more closely. Because every deal is different, due diligence request lists have to be tailored to meet the needs of the buyer and address the unique circumstances of your transaction.
However, there is a variety of fundamental requests that are relevant in most deals. These are the types of requests that our templates are designed to address.

What Questions Does the Master Due Diligence Questionnaire Include?

As the name implies, a due diligence request list is a list of questions and requests for information and documentation that a buyer submits to a seller in order to learn about the target company, its business and its operations. The initial diligence request list tends to be broad and typically includes an extensive list of questions covering a wide range of subjects. This allows the buyer to gain a broad understanding of the target company and identify key issues that can be investigated and considered more closely. Because every deal is different, due diligence request lists have to be tailored to meet the needs of the buyer and address the unique circumstances of your transaction.
However, there is a variety of fundamental requests that are relevant in most deals. These are the types of requests that our templates are designed to address.

Key considerations when using our m&a due diligence template

Our templates are drafted to provide an inclusive and wide-ranging list of initial due diligence requests. However, the templates, as well as the information contained therein, are not legal advice. They are not complete, and they are not specific to your transaction. The templates are designed to elicit general information from the seller that will provide the buyer with a broad overview of the target and it’s business and operations. You should review any template before using it, and it may need to be modified to ensure that it is suitable and relevant to your circumstances. Information provided by the seller will likely trigger additional questions that focus on specific aspects of the target’s business and issues identified during the due diligence process.

Are the requests in the template comprehensive?

No. Our Due Diligence Checklist is drafted to include typical requests that are relevant in most transactions. However, every deal and every target company is unique. Before utilizing any template, it is important that you review it with the help of your legal and other professional advisors to ensure that the requests are complete and tailored to the specific circumstances of your deal.

How to use the template with Dealroom

  • Start 14-day Free Trial of DealRoom and sign-up
  • Select a Master Due Diligence Template while creating a new room
  • Start assigning, adding to, and completing due diligence requests with needed documents by uploading them into the built-in virtual data room. The Requests tab is automatically populated with the requests from the due diligence template.

Can I change requests in this checklist or add new?

Every M&A process is different. Downloaders are urged to make these checklists their own by changing the providing information to better fit their needs.

Does this questionnaire provide all the necessary integration information?

This checklist was created by and for M&A professionals. It includes a comprehensive starting point for the integration process. However, every deal is different and may require additional requirements and tasks.

How to use this template with DealRoom?

  • Start 14-day Free Trial of DealRoom and sign-up
  • Select an Integration Template while creating a new workspace
  • Start planning, assigning, adding to, and completing integration tasks. The Requests tab is automatically populated with the tasks from the integration template.

Key considerations when using our m&a due diligence template

Our templates are drafted to provide an inclusive and wide-ranging list of initial due diligence requests. However, the templates, as well as the information contained therein, are not legal advice. They are not complete, and they are not specific to your transaction. The templates are designed to elicit general information from the seller that will provide the buyer with a broad overview of the target and it’s business and operations. You should review any template before using it, and it may need to be modified to ensure that it is suitable and relevant to your circumstances. Information provided by the seller will likely trigger additional questions that focus on specific aspects of the target’s business and issues identified during the due diligence process.

Are the requests in the template comprehensive?

No. Our Due Diligence Checklist is drafted to include typical requests that are relevant in most transactions. However, every deal and every target company is unique. Before utilizing any template, it is important that you review it with the help of your legal and other professional advisors to ensure that the requests are complete and tailored to the specific circumstances of your deal.

How to use the template with Dealroom

  • Start 14-day Free Trial of DealRoom and sign-up
  • Select a Master Due Diligence Template while creating a new room
  • Start assigning, adding to, and completing due diligence requests with needed documents by uploading them into the built-in virtual data room. The Requests tab is automatically populated with the requests from the due diligence template.

M&A Press Release Template

Need to announce a merger or acquisition to the press? Download M&A press release sample template here.

M&A Press Release Template

Need to announce a merger or acquisition to the press? Download M&A press release sample template here.

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How DealRoom can help you execute due diligence

By using our master due diligence template, alongside DealRoom’s M&A lifecycle management software, you can create a smooth diligence process.

How DealRoom can help you execute integration

By using our integration template, alongside DealRoom's M&A lifecycle management software, you can create a smooth integration process

With this solution you’ll receive:

Professional template

with requests that are specific to your transaction type. Our platform allows you to add new requests as they pop up, track progress, collaborate and more.

A built-in data room

allowing you to link corresponding documents to the diligence requests and keep all the information safe.

Project management capabilities

that enable your team, client and other parties to work together and set priorities during the diligence.

Collaboration tools

to eliminate long email threads. Team members can add comments and tag other each other on requests.

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