acquisition proposal

Your Logo HereYour Copyright here, Year

Acquisition Proposal

Name, Title[Your Company Here]

Date Here


Purpose of the MeetingPurpose of the Meeting

Validate TAC strategic initiatives and

customer requirements

Articulate a solution that will improve time to

market and platform initiatives across TAC's

four strategic products

Provide a buy versus build case based on

existing and future products, ability to scale

Discuss integration requirements


TAC Vision for the MarketTAC Vision for the Market

Extend solutions from the business, to market

to the desktop

Leverage platform to satisfy applications

through alternative communication devices

Ultimate positioning as owning the activities

and processes leading up to transactions


TAC SolutionsTAC Solutions

Four solution areas: E-Marketplace Solution Enterprise Solution Business Services Supplier Services

Current Product – [Add names here] Joint venture between TAC and [Company]

Result: A Leading provider of [Named] solutions


TAC ChallengesTAC Challenges

Lack of an non-developer extensible

Enterprise Integration Framework

Time consuming and costly integrations (one-

offs) in order to exchange data back and forth

from buy-side and sell-side applications

Limited enterprise workflow capabilities. [add

relevant quote from an analyst or customer]


Industry ResponsesIndustry Responses

[TAC 1] recently purchased ….

[TAC 2] integrated …. to build out the solution.

[TAC 3] merged with….

[TAC 4] purchased…..

[TAC 5] announced partnership…..


TAC ResponseTAC Response

Integrations ….and deficiencies Architecture model…and deficiencies Current functionality..and deficiencies

In-House Professional service team

Result: No Strong market story for integrated

business processes


Customer ExperienceCustomer Experience

High cost of customization and integration for

the suppliers to connect with the sellers

Inability for the supplier to control and

manage their business processes

Inability for TAC to “control the platform”, and

the extended desktop!


Competitive Competitive DisadvantageDisadvantage

Lack of integration causes problems in terms of

consistency and flexibility of data, as well as

extraction and collection of data

Lack of Integration causes significant problems in

supporting processes that go beyond corporate

boundaries

High Integration and Customization cost to IBP users

due to lack of a true development framework


Result is Loss of BusinessResult is Loss of Business

Buyers and Sellers can’t achieve efficiencies offered by tightly coupled enterprise procurement and integrated business process solutions

Users won’t have constraints placed upon their design and management of their own internal business processes

This individuality is what gives each organization its competitive advantage, but if the cost is too high for custom solutions, the deal goes to another


Opportunity to ExploitOpportunity to Exploit

TAC to deliver a Process Centric Integration Framework that: Lives at the platform level of CommerceOne products Spans the four+ product lines Delivers unified process, workflow and content in a

seamless manner Allows existing applications to be “re-used” to support

larger business activities Ownership of the desktop, from executive to line

manager


Why Now? TAC's Strategic Why Now? TAC's Strategic ImperativeImperative Companies are evaluating third and fourth generation

Internet-Based Procurement (IBP) software are paying

close attention to workflow and integration

capabilities as the deciding differentiator

IBP Prospects are demanding & costly: deeper workflow functionality

ease of use for requisitioners and approvers

ease of administration

ease of integration with external workflow systems

ease of integration with supporting applications

automation of inter-enterprise business processes


SnapShot of Product AssetsSnapShot of Product Assets

Intellectual Property*: Patent #

User Interface (UI) Integration Architecture (to be filed)

Database and Object Integration (to be filed)

Middle-Tier Server Architecture (to be filed)

Personnel: 9 total in Product team

5 engineers, 2 QA, 1 production, 1 sales/marketing

All have signed employment packages for acquisition

Will relocate for 6mo+

*See comments on notes page


““The Product Solution”The Product Solution”

Product is an ….(mission statement here)

Product empowers the business manager to ….(positioning statement here)


““The Product Solution”The Product Solution”

In three-to four bullet points, identify the core

components of your product so the audience

understands what comprises the “product”


What is the Product?What is the Product?

Product Line Name Components

Product Line Name Components


Significance to TACSignificance to TAC Infrastructure Play for TAC's Suite of Solutions

Include the benefit statement here…..

This then….(identify results of an acquistion) Pushes the TAC infrastructure into the organizations of the supplier

community Provides for even faster more consistent integrations at lower cost Ensures the integration to disparate systems within the organizations of

the supplier community TAC controls the infrastructure of the the community, regardless of the

marketplace, supplier, buyer or user. He who controls the infrastructure controls the desktop


Product Illustration or Architecture GraphicProduct Illustration or Architecture Graphic


Product DetailsProduct Details

Add as many here as relevant


Looking ForwardLooking Forward

Add product roadmap This should only include items already on the

drawing board or in development


Implication to TAC & its CustomersImplication to TAC & its Customers

Unified customer interface

Ability to take integrations, package, and

deliver as a single entity (object) as a product

Delivers a bridge to additional integrations

Lower cost of integration

Faster add-ons of new applications or

modules


Implication to TAC & CustomersImplication to TAC & Customers

Simplified Customer Integration

Automatic population of forms

Solution (and incentive) for new application

development

Competitive differentiator

* Many of our future development projects are constrained not by resources, but by an undetermined market direction.


The TAC and Product Solution The TAC and Product Solution

Write a new mission statement that “would be the same messages as you would desire to be used in a press release”

Write a new positioning statement that would describe your vision of the post-acquisition product line

**this helps the audience ‘visualize’ the post acquisition scenarios


New Solution BenefitsNew Solution Benefits

Add all benefits here Customer-facing, or oriented benefit statements


New Solution BenefitsNew Solution Benefits(continued)(continued)

Faster time to …..

Faster speed of …..

Lower costs yielding higher margins

Automation of ……

50-75% reduction on ……

System optimization-audit trail and graphical analysis

tools identify and correct bottlenecks, perform load-balancing,

fully utilize resources, and reduce cycle times


Customer MessagingCustomer Messaging TAC Product provides a consistent [what] that leverages existing

[type of] investments while supporting new requirements to

extend [user type] communities farther and faster

Complete capabilities that serve to [describe] gaps between an

[TAC community and] commerce community –

End results: improved accuracy, reduced lead times, and

decreased inventory costs, increased margins and unlimited

trading opportunities.


Acquisition BenefitsAcquisition Benefits

Speed to market with a proven …..

Immediate dominance and differentiation in

the ….[name]

Next generation ……[product line]

Continued control of product direction

Ability to concentrate on core competency


ConclusionConclusion

Product offers TAC the opportunity to deliver on

its platform to desktop vision today

Unified, proven technology offering that takes into

consideration customer requirements

Advanced [product type] development team


Process for Due Diligence from Process for Due Diligence from LOILOI Begin due diligence efforts if meeting participants

concur

Complete technical discussions by Feb 15

Complete term sheet by Feb 28

Complete definitive agreement end of March

acquisition proposal

Documents