Long term goals · Build, buy or ally · Component

Acquisition case

The reasoning for acquiring a particular business, the value expected from combining it, and the price above which the deal is declined.

The deliverable

What it is

An acquisition case sets out why buying this company serves the growth move and what the buyer expects to gain beyond what the business is worth on its own. That extra value is what justifies paying a premium.

The valuation itself follows the method under Investment appraisal. The case holds the strategic reasoning and the decision limits that the valuation informs.

One level in

What it is made of

Each element is a constituent part of the component. Follow one to see the attributes it carries.

  1. Strategic rationale

    Why acquiring this company serves the growth move better than organic expansion or an alliance, in a few plain sentences.

    2 attributes: Rationale · Growth mode decision

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  2. Synergy estimate

    The additional value expected from combining the businesses — cost, revenue or capability — with timing and confidence.

    4 attributes: Estimated value · Synergy type · Confidence · Expected by

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  3. Walk-away price

    The highest price the organisation will pay, set before negotiation begins, and who may authorise going above it.

    3 attributes: Maximum price · Basis · Authority to exceed

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Keep cost and revenue synergies apart. Combined into one figure, the less reliable one carries the case unseen.