Investment Thesis

Last Updated: Jun 7, 2019

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The analysis performed by a buyer to assess a potential acquisition against an established set of investment criteria. Usually a formal written document or slide presentation to the buyer's investment committee for deal approval. Used commonly in Private Equity firms for every potential acquisition before a letter of intent is issued. The thesis articulates the rationale behind the transaction and why it makes a good investment. It also provides a basis for how the investment is performing in the future.