M&A Investment Memo Builder
Build polished M&A investment memos with financial analysis and IC recommendations
What You Can Do
You can rapidly synthesize M&A target evaluations into structured investment memos that articulate financial attractiveness, strategic fit, risk assessment, and clear board-ready recommendations. The skill transforms raw financial metrics, competitive context, and strategic intent into narratives that follow institutional investment committee frameworks, helping you identify deal viability early in the evaluation process and surface risks before full due diligence commitments.
Features
Example Output
Executive Summary:
- Recommendation: CONDITIONAL GO | Entry price: $250M at 8.5x NTM EBITDA (vs. 9.2x peer median)
- Strategic Fit: Adds $45M revenue in high-margin recurring SaaS segment; expands enterprise customer base by 12%
- Key Risk: Customer concentration (top 5 = 42% revenue); mitigation via 18-month transition SLAs
Financial Analysis:
- Revenue (NTM): $85M | EBITDA: $18.2M (21.4% margin)
- 3-year synergy potential: $8–12M (cost savings $4M + revenue cross-sell $6–8M)
- Payback period: 3.2 years on $15M synergy case
- Valuation: Fair value range $235–280M based on DCF and EV/EBITDA multiples
Risk Matrix:
| Risk | Probability | Impact | Mitigation Owner |
|---|---|---|---|
| Customer churn post-acquisition | High | Critical | VP Sales (90-day retention plan) |
| Integration delays (legacy systems) | Medium | High | CTO (120-day tech roadmap) |
| Key talent flight | Medium | Medium | CHRO (retention bonus structure) |
What's Included
- SKILL.md instruction file with memo framework and prompt engineering templates:
- Investment Memo Template: structured Word/Google Docs template with section headers, financial tables, and risk matrix
- Financial Analysis Checklist: peer benchmarking, valuation methods, and scenario modeling prompts
- Risk Assessment Worksheet: probability-impact matrix, mitigation planning, and due diligence priority prioritization
- Multi-Target Comparison Framework: consistent evaluation format for ranking and cross-deal analysis
Who It's For
- Corporate Development managers preparing IC materials before LOI or full due diligence
- M&A professionals evaluating preliminary deal viability and risk profiles early in target assessment
- Investment analysts conducting financial analysis and synergy modeling for deal teams
- Business unit leaders or CFOs stress-testing acquisition thesis under multiple scenarios
- Private equity or venture investors screening portfolio company acquisition opportunities
Best For
- Initial M&A target evaluation and rapid viability assessment (weeks 1–3)
- Constructing board-ready narratives from fragmented financial and operational data
- Identifying deal-killer risks before committing full due diligence resources
- Comparative ranking of multiple targets using consistent evaluation frameworks
- Scenario and stress-testing to validate financial thesis under downside or integration delays
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