Script for Initial Call – Acquisition Search Calls

Note: The following is a basic script that you can work from when you are making acquisition search
calls. It serves to set up the flow of the basic information you want to convey during the initial call.

[Shareholder/Business Owner Name], my name is Ali Kocan. I’m with a management consulting and
M&A advisory firm.

One of my clients has asked me to help them grow their business. I know you probably get calls like
this all the time, but I was hoping to talk with you for a minute, explain their vision and plan, where
they want to go, opportunities that we see to create a lot of value, and see if anything holds water
for you.

[List the top 5 strengths of your client]

 My client is a profitable, midmarket logistics company.

 They are led by former top executives from leading logistics company.
 They have deep industry knowledge, experience and connections.
 Their company current has strong relations with large companies, universities and
mid-market companies.
 Throughout the past five years, the Company generated a top-line growth of 25%

We believe there is a compelling story to combine with other well-run companies in a few seemingly
unrelated industries, which include e-commerce.

They’d like to build off of and leverage further their existing sales relationships and add other
products to the mix. We believe the combination of my client’s collective experience coupled with
the management expertise of companies they merge with, or otherwise partner with, could build a
multi-million Euro revenue company, which would obviously create quite a bit of value for those who
are involved. I’d like to talk with you to explore whether our notions might fit with your goals.