ma-due-diligence

Coordinate financial, commercial, legal, operational, technology, and HR due diligence for M&A transactions.

3|Updated Mar 1, 2026
One-click install
npx skills add https://github.com/Kaakati/managing-director --skill ma-due-diligence
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: ma-due-diligence
Source: https://github.com/Kaakati/managing-director/tree/main/.claude/skills/ma-due-diligence
Command: npx skills add https://github.com/Kaakati/managing-director --skill ma-due-diligence

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill provides a comprehensive framework to systematically assess the risks and opportunities associated with Mergers & Acquisitions, ensuring informed decision-making and mitigating potential deal failures.

Core Features & Use Cases

  • Comprehensive Workstream Coverage: Addresses Financial, Commercial, Legal, Operational, Technology, and HR/Cultural due diligence.
  • Risk Assessment & Quantification: Identifies and classifies red flags, quantifying their impact on valuation and deal structure.
  • Use Case: When evaluating a potential acquisition target, use this Skill to generate a detailed checklist for financial quality of earnings, assess customer concentration risks, and identify potential legal liabilities before committing to the deal.

Quick Start

Use the ma-due-diligence skill to generate a data room request list for a buy-side M&A transaction.

Frequently Asked Questions about ma-due-diligence

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

FAQPage Schema
How do I structure M&A due diligence across financial, legal, and operational workstreams?

M&A due diligence requires a structured framework covering financial, commercial, legal, operational, technology, and HR workstreams. This Skill generates detailed checklists for each stream, facilitating risk assessment and red flag identification to support informed deal decision-making.

What is the best way to identify and quantify red flags during an acquisition risk assessment?

Risk assessment in acquisitions involves identifying red flags and quantifying their direct impact on deal valuation and structure. This Skill systematically classifies findings across all due diligence workstreams to generate quantified impact analysis for negotiation support.

Can I use this M&A due diligence framework for both buy-side and sell-side transactions?

Yes, this M&A due diligence framework supports both buy-side and sell-side transactions. For buy-side evaluations, it assesses target risks and opportunities, while sell-side applications involve data room preparation and red flag resolution before committing to a deal.

How do I prepare a data room request list for a buy-side M&A transaction?

Preparing a data room request list for buy-side M&A involves generating comprehensive checklists across financial, legal, and operational streams. This Skill quickly outputs structured data room requests to systematically evaluate acquisition targets and mitigate potential deal failures.

Does this due diligence framework support deal valuation and integration complexity scoring?

Yes, the due diligence framework supports deal valuation by quantifying the impact of identified risks and red flags. It also includes integration complexity scoring to evaluate operational and technology hurdles, directly informing deal structuring and negotiation strategies.

When should I not rely solely on a standardized M&A due diligence checklist?

A standardized M&A due diligence checklist should not be the sole resource when complex legal liabilities or highly specific customer concentration risks exist. This Skill mitigates that limitation by providing quantified impact analysis rather than just static questionnaires.