Financial Analysis: Merger & Acquisition

Comprehensive M&A analysis case involving due diligence, valuation adjustments, and post-merger integration.

# Aplly.xyz Case Study Submission

## Title
Financial Analysis: Merger & Acquisition

## Type
Business Strategy & Consulting

## Difficulty
Intermediate

## Estimated Time
60 minutes

## Overview
Comprehensive M&A analysis case involving due diligence, valuation adjustments, and post-merger integration.

## Case Details

Function Focus: Business Strategy & Consulting — manual reasoning, decomposition, and critical judgment (no spreadsheet or AI tool permitted in Phase 1)

Scenario:
You are the analyst at a fictional consultancy ("Praxis Advisors") tasked with answering: Financial Analysis: Merger & Acquisition. You have a clean, synthetic dataset described below. You must produce a defensible answer using structured reasoning — no tool-assisted shortcut on the first pass.

Dataset Structure:
- company
- sector
- revenue_cr
- revenue_growth_pct
- ebitda_margin_pct
- net_income_cr
- total_assets_cr
- total_debt_cr
- pe_ratio
- projected_growth_pct
- comparable_deal_value_cr
- synergy_estimate_cr

Tasks:
1. Frame the strategic question and decompose it into the 2-3 forces/components that matter most.
2. Quantify the market/opportunity using back-of-envelope estimates from the dataset; list every assumption.
3. Evaluate 2-3 strategic options against the quantified picture using a decision matrix.
4. State the single most important risk and the assumption whose failure would change the recommendation.
5. Only after the manual pass, stress-test your numbers with a spreadsheet or tool.

Expected Output:
A one-page strategy memo: decomposition, quantified market picture, option scorecard, recommendation + key risk.

Evaluation Criteria:
Decomposition quality, explicit assumptions, quantified reasoning, balanced risk assessment.

## Data Sources

| company | sector | revenue_cr | revenue_growth_pct | ebitda_margin_pct | net_income_cr | total_assets_cr | total_debt_cr | pe_ratio | projected_growth_pct | comparable_deal_value_cr | synergy_estimate_cr |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TechNova | SaaS | 85 | 38 | 22 | 12.4 | 120 | 15 | 52 | 35 | 450 | 85 |
| GreenScale | CleanTech | 42 | 55 | 15 | 4.8 | 180 | 65 | 68 | 50 | 320 | 60 |
| HealthFirst | HealthTech | 120 | 28 | 18 | 15.6 | 200 | 40 | 32 | 25 | 520 | 95 |
| FinLeap | FinTech | 65 | 42 | 28 | 12.8 | 90 | 8 | 45 | 40 | 380 | 72 |
| EduSmart | EdTech | 38 | 22 | 12 | 3.2 | 55 | 12 | 28 | 20 | 140 | 35 |
| DataForge | AI/ML | 28 | 65 | 8 | -2.1 | 70 | 20 | N/A | 60 | 250 | 45 |
| LogiSwift | LogiTech | 95 | 32 | 20 | 14.5 | 150 | 55 | 38 | 30 | 480 | 110 |
| MediChain | Blockchain | 15 | 80 | 5 | -5.5 | 40 | 5 | N/A | 70 | 180 | 30 |
| AgriGrow | AgriTech | 22 | 45 | 16 | 2.8 | 35 | 10 | 48 | 42 | 120 | 28 |
| PayCircle | FinTech | 210 | 35 | 25 | 38.5 | 350 | 45 | 40 | 32 | 1200 | 200 |


Full dataset: https://github.com/arora200/aplly_case_db/datasets/047-financial-analysis-valuation-ma (synthetic, 10 records)

## Solution Frameworks
Porter 5-forces / market-entry framing, decomposition tree, scenario & sensitivity analysis, prioritization matrix

## Solver Guidance & Tutorials
_Solver guidance added by the pipeline (tutorial links) — see `solver_guidance` field._

## What You'll Learn
- Decompose fuzzy strategy questions
- Quantify markets with assumptions
- Compare options with a decision matrix

## Tags
M&A, Finance, Valuation

## Registration Links
Register as Solver / Register as Evaluator