Executive Memo

Executive-style memo with a bold header banner, 'Decision Required' callout, and structured sections for background, options, recommendation, and risks.

Category

Business

License

Free to use (MIT)

File

memo-executive/main.tex

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\documentclass[11pt]{article}
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\begin{document}

\begin{tcolorbox}[colback=exec,colframe=exec,sharp corners]
  \centering\color{white}\Huge\bfseries EXECUTIVE MEMO
\end{tcolorbox}

\vspace{0.7em}

\noindent
\begin{tabular}{@{}>{\bfseries\color{exec}}p{3.5cm} p{\dimexpr\linewidth-4cm}@{}}
TO:           & CEO and Board Members \\
FROM:         & First Last, Chief Strategy Officer \\
DATE:         & \today \\
SUBJECT:      & Recommendation: Acquire NorthPath Analytics \\
CLASSIFICATION: & Confidential -- Board Eyes Only \\
\end{tabular}

\vspace{1em}

\begin{tcolorbox}[colback=exec!10,colframe=exec,title=\textbf{Decision Required},coltitle=white]
Approval to proceed with a formal offer to acquire NorthPath Analytics for
approximately \$82M in a mixed cash/stock transaction. Decision needed at the
next board meeting.
\end{tcolorbox}

\section*{Background}
NorthPath's technology complements our offering and accelerates our
enterprise GTM by an estimated 12--18 months. They have signaled openness to
acquisition following their recent bridge round.

\section*{Strategic Rationale}
\begin{itemize}
  \item \textbf{Product:} adds time-series anomaly detection, a top-five
        customer request for 8 consecutive quarters.
  \item \textbf{Market:} opens the financial-services vertical via
        NorthPath's existing logos.
  \item \textbf{Talent:} 14 senior engineers, zero expected attrition at
        closing per preliminary conversations.
\end{itemize}

\section*{Financial Overview}
Projected 36-month IRR of 28\%, payback in 19 months. Accretive to EPS in
Year 2 under base case; neutral under conservative.

\section*{Risks \& Mitigations}
\begin{itemize}
  \item \textbf{Integration risk:} use the same playbook as 2024's Axiom deal.
  \item \textbf{Cultural fit:} quarterly pulse surveys pre- and post-close.
  \item \textbf{Customer overlap:} fewer than 6\% of accounts overlap; minimal discount risk.
\end{itemize}

\section*{Recommendation}
Approve a formal offer at \$78M--\$82M with a preferred structure of 70\%
cash / 30\% stock. We propose targeting signing within 45 days.

\vspace{0.5em}
\noindent\textit{Full diligence pack available in the board portal.}

\end{document}
Bibby Mascot

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