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