Practical perspectives on M&A, valuation and AI-powered deal work.
An M&A timeline earns its place in a deal review when each milestone can be traced to a source and the chart stays in step with the dates. In the Synopsys–Ansys case, Claude turned the…
M&A Timeline: 5 Essential Checks for an AI Gantt Chart Read Post »
A carve out due diligence checklist should give a deal team enough evidence to compare structures and tell the CFO what still needs to be confirmed. In this historical Synopsys Software Integrity exercise, AI scored…
Carve Out Due Diligence Checklist: Test the Deal Structure Read Post »
Use AI to research the Synopsys Software Integrity divestiture, reconcile the disclosed terms and create an Excel transfer map that preserves missing evidence.
Stock Sale vs Asset Sale: 7 Checks for Reliable AI Research Read Post »
Use AI to compare a merger of equals with the actual deal, revisit unread provisions and check the finished transaction brief. Original prompts and a historical Synopsys–Ansys worked example.
Merger of Equals: 5 Checks for Reliable AI Analysis Read Post »
A reverse triangular merger can leave the target company alive while its shareholders lose control. AI can explain that distinction and draw the ownership flows. In this case, however, its confident first answer came after…
Reverse Triangular Merger: 5 Checks for Reliable AI Analysis Read Post »
A board memo template should make the decision and its conditions easy to examine. In this exercise, an AI draft calls acquisition the “only route” while its own scorecard puts Partner ahead at equal weights.…
Board Memo Template: 7 Checks for Reliable AI Drafts Read Post »
A weighted decision matrix makes a difficult choice inspectable. In this M&A Institute exercise, Claude creates an interactive Build, Buy and Partner scorecard, lets the analyst change the weights, and carries the analysis into a…
Weighted Decision Matrix: 5 Checks for Reliable AI Decisions Read Post »
Claude financial analysis is useful when its output can be checked. This practical workflow follows the existing M&A Institute explanation video: set up the case, compare two companies’ financial data with their filings, and calculate…
Claude Financial Analysis: 7 Checks for Reliable 10-K Data Read Post »
She has a strong finance background and can build a DCF model without hesitation. On the first day, the lead advisor asks her to prepare a go-no-go memo based on the preliminary due diligence findings.
Free Merger and Acquisition Course: 27 M&A Online Lessons Read Post »
The value starts when those numbers are organized so that every ratio, margin, turnover measure, return metric, and valuation multiple updates from one clean source data layer. That is the practical purpose of a financial…
Financial Ratio Analysis Excel Read Post »