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m-and-a-advisor

Guide M&A due diligence, valuation, synergy modeling, and PMI planning.

5|4|Updated Nov 9, 2025
Search Tags:#valuation#DCF#due diligence#PMI#integration planning#m&a#synergy analysis
One-click install
npx skills add https://github.com/takusaotome/claude-skills-library --skill m-and-a-advisor
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: m-and-a-advisor
Source: https://github.com/takusaotome/claude-skills-library/tree/main/skills/m-and-a-advisor
Command: npx skills add https://github.com/takusaotome/claude-skills-library --skill m-and-a-advisor

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) and assets (resource) and scripts (resource) components.

What problem does it solve?

This Skill streamlines M&A work by guiding you through due diligence, company valuation, synergy modeling, and post-merger integration planning so you can produce consistent decision-ready outputs faster.

Core Features & Use Cases

  • Due Diligence (DD) Execution: Runs a structured checklist across Financial, Legal, IT, and HR domains, including industry-specific DD references, and produces a risk-rated DD report using templates.
  • Valuation (Enterprise Value to Equity Value): Supports three valuation approaches—DCF, comparable companies multiples, and precedent transactions—then outputs a consolidated valuation summary template and ranges.
  • Synergy Analysis (NPV-weighted): Helps quantify cost/revenue/financial synergies, apply realization probability and ramp, and generate synergy models and NPV-style outputs.
  • PMI (Post Merger Integration) Planning: Provides a phased PMI framework (Day 1, 100-day plan, long-term integration) with governance, workstream structure, KPIs, and deliverable templates.

Quick Start

Use the m-and-a-advisor skill to generate a due diligence report, valuation summary, synergy model, and PMI plan for a target acquisition based on the provided target details.

Frequently Asked Questions about m-and-a-advisor

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I run M&A due diligence across financial, legal, IT, and HR domains?▼

To run M&A due diligence, use a structured checklist to assess financial, legal, IT, and HR risks, then generate a risk-rated report. This process identifies deal risks and produces decision-ready outputs without manual formatting.

What is the best way to value a company for an acquisition using DCF and multiples?▼

The best way to value a company for an acquisition is to apply DCF, comparable companies multiples, and precedent transactions. Consolidating these three valuation approaches yields a reliable enterprise-to-equity value summary and valuation ranges.

How do I quantify and model synergy NPV for post-merger integration planning?▼

To quantify synergy NPV for post-merger integration planning, model cost, revenue, and financial synergies while applying realization probability and ramp assumptions. This generates NPV-weighted outputs to forecast the deal's value creation.

Can I generate a phased PMI governance plan and KPI monitoring schedule for Day 1?▼

Yes, you can generate a phased post-merger integration (PMI) governance plan and KPI monitoring schedule for Day 1. The framework structures workstreams, timelines, and long-term integration deliverables to track execution success.

Do I need to manually format templates for M&A valuation and synergy analysis outputs?▼

No, you do not need to manually format templates for M&A valuation and synergy analysis outputs. The process uses provided references and methodology guidance to automatically produce structured DD reports, valuation summaries, and PMI schedules.

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