Core structure
- Strategic fit: market, customers, product, capabilities, and competitive position.
- Standalone value: revenue, margins, growth, cash flow, and valuation multiple.
- Synergies: revenue uplift, cost savings, distribution, technology, and procurement.
- Risks: integration, culture, execution, regulatory approval, and overpayment.
Deal recommendation
The recommendation should answer whether to buy, at what price range, why the deal creates value, and what diligence is needed before closing.
M&A case study example
Prompt: A national pet retailer is considering acquiring a direct-to-consumer premium pet food brand. Should it buy the company?
Answer path: Evaluate strategic fit, target growth, margin profile, customer retention, potential channel synergies, purchase price, and integration risk. The deal only creates value if expected synergies and standalone growth justify the acquisition premium.
This M&A case study interview structure also works for broader acquisition prompts where the client needs to decide whether to buy, partner, or walk away.