Initial Investment Evaluation Memo: North Florida Lubes (“NFL”) Instructions: 1


Initial Investment
Evaluation Memo: North Florida Lubes
(“NFL”)
Instructions:
1)
Read the
first 4 sections of the investor presentation (pp. 4-33)
2)
Complete
the following sections of the memo.
Please limit the memo to no more than two pages.
3)
Build a
simple income statement forecast model for the company, based on the
assumptions included in the Excel workbook.
Company
Overview
[Include
a brief description of the company.
Please use complete sentences and describe the company without copy/pasting
from the Executive Summary of the presentation.]
Investment
Thesis
·
[Why
should Take 5 consider investing in NFL?
Bullet point format preferred.]
Investment
Risks
·
[What
are the key risks you have identified regarding Take 5’s potential investment
in NFL? Bullet point format preferred.]
Recommendation
[Include
your recommendation of whether or not you think Take 5 should move forward with
the potential acquisition of NFL; please include supporting rationale for your
recommendation. There is no right or
wrong answer. Please use complete
sentences.]


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