Series 79: Step Two: Gathering The Necessary Business And Financial Information About Each Precedent Transaction

Step Two: Gathering the Necessary Business and Financial Information About Each Precedent Transaction

Once the relevant precedent transactions have been located, there are several sources of financial information for merger and acquisition transactions that should be studied in order to bring about a better understanding of respective transactions. While finding this information is easier for transactions involving public companies due to SEC requirements, there are resources for private company transactions as well, though they are more limited.

For public targets, previously mentioned sources such as the 10-K, 10-Q, and 8-K, are helpful in locating relevant financial information. Additionally, each of the following sources of information is also useful:

• • Merger proxy statement. This document is filed in conne