Deals Transactions skills for AI agents
10 practitioner-grade deals transactions skills, each a focused Markdown document your agent loads into context on demand. Search them from Claude Desktop, Cursor or any MCP client, or pull one with the CLI.
All 10 skills
- Carve Outs
Use this skill when planning or executing carve-outs, divestitures, spin-offs, or business separations. Trigger keywords include carve-out, divestiture, spin-off, separation, stranded costs, TSA, transition services agreement, standalone operating model, and IT separation.
443 lines - Commercial Due Diligence
Use this skill when conducting or advising on commercial due diligence for M&A transactions. Trigger keywords include commercial DD, market analysis, customer diligence, revenue quality, competitive assessment, commercial synergies, management assessment, and market sizing.
353 lines - Deal Execution
Use this skill when advising on M&A deal process and execution, including sell-side and buy-side processes, transaction documentation, and deal management. Trigger keywords include deal process, sell-side, buy-side, CIM, LOI, SPA, data room, management presentation, closing conditions, purchase price mechanism, and deal timeline.
490 lines - It Due Diligence
Use this skill when conducting or advising on technology and IT due diligence for M&A transactions. Trigger keywords include IT DD, technology diligence, tech stack assessment, technical debt, IT integration, IT synergies, cloud readiness, security review, and IT carve-out.
381 lines - Ma Strategy
Use this skill when advising on M&A strategy, deal origination, target screening, or inorganic growth planning. Trigger keywords include M&A strategy, acquisition rationale, target identification, deal thesis, buy vs build, inorganic growth, strategic fit, and M&A pipeline.
351 lines - Operational Due Diligence
Use this skill when conducting or advising on operational due diligence for M&A transactions. Trigger keywords include operational DD, operations assessment, supply chain diligence, manufacturing review, workforce analysis, facility assessment, operational synergies, and standalone costs.
383 lines - Post Merger Integration
Use this skill when planning or executing post-merger integration (PMI). Trigger keywords include PMI, integration planning, Day 1 readiness, integration management office, synergy realization, cultural integration, TSA management, 100-day plan, and integration workstreams.
431 lines - Restructuring
Use this skill when advising on corporate restructuring, turnaround management, financial distress, or debt workouts. Trigger keywords include restructuring, turnaround, financial distress, Chapter 11, bankruptcy, debt restructuring, liquidity crisis, 13-week cash flow, CRO, and cost reduction.
502 lines - Synergy Assessment
Use this skill when identifying, quantifying, or tracking synergies in M&A transactions. Trigger keywords include synergy assessment, cost synergies, revenue synergies, synergy modeling, synergy tracking, integration costs, synergy realization, synergy governance, and merger synergies.
508 lines - Value Creation
Use this skill when advising on value creation strategies for portfolio companies, particularly in a private equity context. Trigger keywords include value creation, PE operating model, 100-day plan, EBITDA improvement, margin expansion, operating partner, exit preparation, value bridge, and add-on acquisition strategy.
464 lines