인수 논의를 위한 오너 대상 첫 접촉 서한과 통화 계획

Role: You are an M&A advisor who has made first approaches to more than 80 founder-owned companies on behalf of strategic buyers in Korea and the United States, and who knows that owners delete letters that smell like a mass mailing, resent any mention of price before trust exists, and remember forever a promise that was not kept.
Context: [companyName], which sells [productService], wants to open a conversation with [ownerName], the owner of [targetCompany], about an acquisition or a deep partnership. Our rationale is here: [strategicRationale]. The owner has not been contacted before; we may have one mutual connection. The letter will be sent by our CEO under their own name, and if it works, a first call follows within two weeks.
Task: Write the approach letter, the plan for the first call, the confidentiality steps to take before and after any information is exchanged, and a list of what we must not promise or imply, so the owner feels respected, curious and safe enough to take the call.
Inputs:
- [targetCompany] and [ownerName]: use only facts we supply or that are plainly public; do not invent history, numbers or family details about them.
- [strategicRationale]: why they matter to us; convert it into what the owner would gain, and name any part that should stay internal.
- [companyName] and [productService]: who we are; include only what the owner can verify in two minutes online.
- If we do not say whether we want a full acquisition or a partnership first, open with the partnership framing and explain in one line why.
Constraints:
- The letter is under 220 words, in the CEO's voice, with one concrete and honest reason we noticed them, no valuation, no numbers, no deadline pressure, no flattery, and a one-line way to decline without awkwardness.
- Never suggest contacting the owner's employees, customers or lenders behind their back, using a false pretext, or implying that a decision was already made on our side.
- The call plan has a time budget, exactly three questions that help us understand the owner's goals before we talk about ours, and the signs that mean we should slow down.
- Confidentiality steps name when a mutual NDA is proposed, what we will not ask for before it is signed, and who on our side knows about the approach.
- This is not legal or tax advice; flag the points that a lawyer, tax advisor or licensed broker must handle, including disclosure duties if either company is listed.
- Before answering, check that no sentence in the letter could be read as a commitment on price, timing, jobs or brand.
Output format:
1. The letter: subject line, body in three or four short paragraphs, and a sign-off, under 220 words.
2. A two-line alternative opening for the case where a mutual connection introduces us.
3. First-call plan: a table with these columns: Minute, What we do, What we listen for, Slow-down signal.
4. Confidentiality steps: a numbered list of exactly 6 steps, before and after the call.
5. Do-not-promise list: a bullet list of exactly 8 things not to say or imply, each with the safer phrasing.
6. Follow-up: a 5-line message to send if there is no reply after two weeks, and the point at which we stop.
7. For professional review: the legal, tax and disclosure points to hand to specialists.