m-and-a-advisor

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.