「m&a」の検索結果

投行并购 (投行并购 / 交易撮合 (Investment Banking M&A / Dealmaking) — 面向并购顾问、企业融资、卖方/买方交易执行的职业认知操作系统，从业者(分析师 Analyst / 经理 Associate / 副总裁 VP / 董事 Director / 董事总经理 MD / 内部公司发展 Corp Dev / PE 投资人)、想入行者、以及服务这行(法律/会计/估值/咨询)的视角。覆盖: (a) 第一性张力 — 投行 M&A 的核心世界观分歧: **价格 vs 价值 (price 是市场愿意付的, value 是内在的, deal 在两者缝隙里成交) ⇄ 确定性 vs 最高价 (certainty of close 对卖方常胜过纸面最高报价) ⇄ 顾问/中介 vs 委托代理 (banker 是 agent, 客户利益 vs 成交费的激励冲突真实存在, 「banker 总想成交」是行业原罪批判)**; 更深层 — 「过程/竞价纪律 (controlled auction 制造竞争张力、信息不对称管理) ⇄ 关系/信任 (relationship banking、长期 coverage、reputational capital)」, 「叙事/包装 (the story, equity story, positioning) ⇄ 数字/尽调 (the numbers, diligence, quality of earnings)」, 「估值的科学外衣 (DCF/comps 的伪精确) ⇄ 谈判的真实定价 (价格由 leverage、竞争、时机决定)」; (b) 估值与分析正典 (最标准化、最易蒸出高质量+CLI 化) — DCF (折现现金流: FCF 预测/WACC 折现率/terminal value 终值/Gordon growth vs exit multiple), Comparable Companies (可比公司/trading comps: EV/EBITDA, EV/Revenue, P/E), Precedent Transactions (先例交易/deal comps: control premium 控制权溢价), LBO (杠杆收购模型: IRR/MOIC/debt schedule/sources & uses), Accretion/Dilution (增厚/摊薄分析: EPS 影响、pro forma), Sum-of-the-Parts (分部估值/SOTP), Football Field (估值区间图), Merger Model (合并模型: synergies 协同/purchase accounting/goodwill), Sensitivity/scenario; (c) 交易流程与产出物 — 卖方流程 (sell-side: teaser 简介 → NDA → CIM/IM 信息备忘录 → management presentation → IOI 意向函 → data room 数据室 → LOI/term sheet → confirmatory diligence → SPA 买卖协议 → signing → closing), 买方流程 (buy-side: thesis/sourcing → outreach → valuation → bid → exclusivity → diligence → financing → close), auction 类型 (broad/targeted/negotiated/preemptive bid); 产出物: pitchbook 推介材料、CIM、fairness opinion 公平意见、board presentation、fee letter、engagement letter; (d) 交易结构与条款 — consideration (cash/stock/mix/earnout 对赌)、deal protections (breakup fee 分手费/go-shop/no-shop/MAC 重大不利变化条款)、representations & warranties 陈述与保证、escrow 托管、working capital adjustment 营运资金调整、reverse termination fee、collar 价格区间、tender offer vs merger、hostile vs friendly、defensive tactics (poison pill 毒丸/white knight 白衣骑士/staggered board); (e) 行业结构与角色 — bulge bracket (高盛/摩根士丹利/JPM/BofA/花旗) vs elite boutique (Centerview/Evercore/Moelis/Lazard/PJT/Perella) vs middle market (Houlihan Lokey/William Blair/Harris Williams) vs regional/independent; analyst→associate→VP→director→MD 晋升金字塔; coverage (行业组) vs product (M&A/ECM/DCM/leveraged finance/restructuring); sponsors group (服务 PE); 买方包括 PE/strategic acquirer/corp dev; (f) 量化指标与节奏 — deal fee (success fee 业内通常约 1-2% 视规模递减/retainer/Lehman formula)、league table 排行榜、pitch→mandate 转化、deal velocity、hours culture (analyst 80-100h/week 文化批判)、bonus/comp 结构、deal sheet (简历上的成交清单); (g) 争议/批判 — fairness opinion 是否橡皮图章 (利益冲突: 出意见的 banker 也收成交费)、estimate 的伪精确 (DCF garbage in garbage out、假设驱动结论)、banker 永远建议成交 (deal 偏见、empire building 助推 CEO 自利并购)、协同效应系统性高估 (大量并购毁灭价值、winner's curse 赢家诅咒)、analyst 血汗工厂文化 (2021 高盛 13 人 deck 事件、过劳死争议)、advisory 价值 vs 中介寻租之争、bulge vs boutique 的利益独立性叙事 (boutique 标榜「无承销利益冲突」)、SPAC 泡沫与 de-SPAC 教训; (h) 流派/思想谱系 — 估值学派 (Aswath Damodaran 估值教父/纽大、Tim Koller McKinsey《Valuation》、McKinsey valuation 体系) vs 公司金融教科书派 (Rosenbaum & Pearl《Investment Banking》行业圣经、Brealey Myers Allen、CFI/WSP/BIWS 培训体系) vs 交易实战派 (Bruce Wasserstein《Big Deal》、Joseph Perella/Felix Rohatyn 老派 dealmaker、现代 boutique 创始人) vs 行为/批判派 (并购毁灭价值的学术证据、Damodaran 对协同/控制权溢价的批判、Matt Levine《Money Stuff》解构华尔街逻辑) vs PE/buy-side 视角 (LBO 数学、value creation 杠杆/运营/multiple expansion)。不含: 二级市场股票交易/卖方研究 (equity research)、零售财富管理/private banking、纯 ECM/IPO 承销执行 (虽相关但聚焦 M&A advisory)、纯 PE 投后运营、量化交易/对冲基金策略、纯公司财务报表会计。) Master OS — automated mastery of 投行并购 / 交易撮合 (Investment Banking M&A / Dealmaking) — 面向并购顾问、企业融资、卖方/买方交易执行的职业认知操作系统，从业者(分析师 Analyst / 经理 Associate / 副总裁 VP / 董事 Director / 董事总经理 MD / 内部公司发展 Corp Dev / PE 投资人)、想入行者、以及服务这行(法律/会计/估值/咨询)的视角。覆盖: (a) 第一性张力 — 投行 M&A 的核心世界观分歧: **价格 vs 价值 (price 是市场愿意付的, value 是内在的, deal 在两者缝隙里成交) ⇄ 确定性 vs 最高价 (certainty of close 对卖方常胜过纸面最高报价) ⇄ 顾问/中介 vs 委托代理 (banker 是 agent, 客户利益 vs 成交费的激励冲突真实存在, 「banker 总想成交」是行业原罪批判)**; 更深层 — 「过程/竞价纪律 (controlled auction 制造竞争张力、信息不对称管理) ⇄ 关系/信任 (rela

日本語の概要は準備中です。原文の説明を表示しています。

M&Aアドバイザリー支援スキル。デューデリジェンス（DD）実施、企業価値評価（バリュエーション）、 シナジー分析、PMI（Post Merger Integration）計画策定を包括的に支援。 Use when conducting M&A due diligence (Financial, Legal, IT, HR), company valuation (DCF, Comparable Companies, Precedent Transactions), synergy analysis, or post-merger integration planning. Triggers: "M&A", "デューデリジェンス", "DD", "バリュエーション", "企業価値評価", "DCF", "comparable", "類似企業", "先行取引", "PMI", "統合計画", "シナジー分析", "買収", "合併"

ACTIVATE when evaluating acquisition targets, conducting M&A due diligence, planning integration strategy, analyzing synergies, preparing sale materials, assessing culture fit, valuing targets, creating merger checklists, or managing M&A transactions. Critical for executives involved in buy-side or sell-side M&A, from initial target evaluation through post-acquisition integration.

日本語の概要は準備中です。原文の説明を表示しています。

企業買収が一株当たり利益に与える影響をExcelで試算するスキル。買収価格、資金調達、相乗効果の前提を整理し、条件別の比較表と説明用の要約を作成します。

• 買収による一株当たり利益の試算
• 現金・株式の支払い条件の比較
• 買収価格と相乗効果の条件別比較

Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on "merger model", "accretion dilution", "M&A model", "pro forma EPS", "merger consequences", or "deal impact analysis".

日本語の概要は準備中です。原文の説明を表示しています。

Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies.

日本語の概要は準備中です。原文の説明を表示しています。

M&A strategy for acquiring companies or being acquired. Due diligence, valuation, integration, and deal structure. Use when evaluating acquisitions, preparing for acquisition, M&A due diligence, integration planning, or deal negotiation.

日本語の概要は準備中です。原文の説明を表示しています。

Chief Data Officer advisory for startups: AI training data rights and consent provenance, data product strategy (warehouse vs lakehouse vs mesh, build-vs-buy), B2B customer-data-as-asset valuation and M&A readiness, data team org evolution. Use when deciding whether to train models on customer data, choosing data architecture, valuing data for fundraising or M&A, sequencing data hires, or when user mentions CDO, chief data officer, data strategy, data mesh, lakehouse, training data, data product, data monetization, or customer data asset. NOT a tactical data engineering skill — strategic decisions only.

日本語の概要は準備中です。原文の説明を表示しています。

Post-closing M&A integration tracker — phased workplan, consent tracking, contract assignment at scale, weekly status reports. Initializes from whatever deal artifacts are available (purchase agreement, deal summary, closing checklist) and connects to deal-context.md and closing-checklist.yaml from the M&A cold-start. Use when user says "integration", "post-close", "post-closing", "consents outstanding", "contract assignment", "integration status", or "what's left on the deal".

日本語の概要は準備中です。原文の説明を表示しています。

Track A-share sell-side M&A and deal pipeline with milestones, deadlines, and action items. Adapted from the original deal-tracker skill for Chinese market deal processes. Triggers on "A股交易跟踪", "并购进度", "deal tracker China", "M&A pipeline A-share", or "track progress on [deal]".

日本語の概要は準備中です。原文の説明を表示しています。

Accretion/dilution and merger consequences analysis for A-share M&A transactions. Adapted from the original merger-model skill for Chinese GAAP, CAS accounting, and China market transaction structures. Triggers on "A股并购分析", "并购模型", "accretion dilution China", "merger model A-share", or "M&A consequences [company]".

日本語の概要は準備中です。原文の説明を表示しています。

用于生成针对中国上市公司并购交易的非约束性报价信，包含管理层激励（含数据化比例）、公司治理、人力资源方案及监管审批流程等详细内容。

日本語の概要は準備中です。原文の説明を表示しています。

Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies.

日本語の概要は準備中です。原文の説明を表示しています。

Use whenever the user wants to find, shortlist, vet, or enrich US B2B law firms — corporate, IP/patent, M&A and securities, employment, commercial litigation, regulatory/compliance, data privacy/cyber, real estate, and tax. Triggers on "find three boutique IP law firms in California", "shortlist M&A counsel for a Series-B fundraise", "patent prosecution for our hardware startup", or "pull contact info for these 10 law firm domains", even when described indirectly (outside counsel, cap-table review, GDPR/SOC2 oversight). Drives the ServiceGraph API (api.servicegraph.co) — a 100k+ US firm catalog filterable by industry, services, location, size, ratings. Skip personal/consumer legal services where the user is the end client (divorce, personal injury, criminal defense, family law, estate planning, wills) — the catalog is B2B-only. Also skip in-house GC hires, "is this NDA enforceable" DIY questions, non-US firms, individual freelancers.

日本語の概要は準備中です。原文の説明を表示しています。

Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A valuations, R&D tax credits, IPO readiness, sales-and-use tax. Triggers on "find me a CPA firm for our delaware c-corp series A audit", "shortlist three audit firms with SaaS experience", "we need a tax advisor for our M&A", or "pull contact info for these 10 accounting firm domains", even when described indirectly (audit our books, fractional CFO support, file our 1120). Drives the ServiceGraph API (api.servicegraph.co) — a 100k+ US firm catalog filterable by industry, services, location, size, ratings. Skip personal/consumer tax preparation (1040, individual estate, retirement planning), in-house controller/CFO hires, "how do I file my taxes" DIY questions, accounting-software comparisons (QuickBooks vs Xero), non-US firms, individual freelance bookkeepers.

日本語の概要は準備中です。原文の説明を表示しています。

Specialized business strategy prompt methodology for Claude. Provides 11 tested approaches (3 identity, 4 reasoning, 4 output formats) for consulting, M&A, corporate strategy, and strategic planning tasks. Use when building prompts for deal evaluation, due diligence, portfolio strategy, business model analysis, board narratives, investment cases, market entry plans, or strategic options assessments. Trigger on: "build a prompt for M&A analysis," "due diligence prompt," "board narrative," "investment case," "market entry strategy," "strategic options," "portfolio strategy prompt," "business model analysis prompt," "consulting-style analysis." Do NOT use for evaluating or scoring existing prompts (use rootnode-prompt-validation if available) or for auditing Claude Projects (use rootnode-project-audit if available).

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"M&A integration playbook covering eight modules: strategic rationale, target screening, due diligence (financial/legal/commercial), valuation with valuation bridge, synergy analysis, deal structuring (stock vs. asset, cash vs. equity, earn-out), SPA key clauses, and post-merger integration (PMI). Use for deal evaluation, valuation disputes, structure design, earn-out design, synergy breakdown, integration risk, or hostile takeover defense. Triggers: 『併購』『收購』『M&A』『盡職調查』『DD』『估值橋』『綜效』『earn-out』『換股比例』『PMI』『買殼』『借殼上市』『敵意併購』『交易結構』. For Taiwan EMBA 財管組 case studies and term reports (台大／政大／陽交). Complements Asgard `biz-dcf` and `fin-modeling` (valuation tools) plus `biz-corporate-governance` (governance layer) by providing the transaction-layer framework.".

日本語の概要は準備中です。原文の説明を表示しています。

用于生成针对中国上市公司并购交易的非约束性报价信，包含管理层激励（含数据化比例）、公司治理、人力资源方案及监管审批流程等详细内容。

日本語の概要は準備中です。原文の説明を表示しています。

類似企業の売上・利益率・評価倍率を比較するExcelを作成します。計算式、中央値や四分位、データの出典をまとめ、投資や買収の検討に使う比較資料を整えます。

• 同業他社との企業価値比較
• 買収検討用の比較資料作成
• 業界の成長性・収益性比較

Zero friction. Full context. Competitive intelligence, M&A due diligence, and OSINT directly from your terminal. Uses Node.js/npx.

日本語の概要は準備中です。原文の説明を表示しています。

Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".

日本語の概要は準備中です。原文の説明を表示しています。

Draft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics. Triggers on "process letter", "bid instructions", "IOI letter", "bid procedures", "final round letter", or "management meeting invite".

日本語の概要は準備中です。原文の説明を表示しています。

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.

日本語の概要は準備中です。原文の説明を表示しています。

Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution. Triggers on "teaser", "blind teaser", "anonymous profile", "one-pager for process", or "draft teaser for sell-side".

日本語の概要は準備中です。原文の説明を表示しています。