Capability Description
What this is: The master skill for M&A scenarios, integrating due diligence support, valuation analysis, deal structure recommendations, and integration tracking, providing CFOs and strategy teams with complete M&A project management capabilities.
What problem it solves: When users need to conduct due diligence, assess target company valuation, design deal structures, or track integration progress, this skill is invoked to obtain a complete M&A management solution.
Boundaries: Does not involve specific business operations; focuses on financial and strategic management of M&A projects.
Trigger Conditions
Invoke this skill when any of the following scenarios is met:
- User mentions "M&A", "mergers and acquisitions", "due diligence", "target company"
- User mentions "valuation", "deal structure", "synergies", "integration"
- User requests "do due diligence", "assess valuation", "design deal structure", "track integration"
Examples
→ Example: The user says "There is an acquisition target in the due diligence stage; what does the finance team need to do to support it?" The system should invoke this skill and enter the due diligence support path.
→ Example: The user says "The target company's valuation model is built; help me check whether the assumptions are reasonable." The system should invoke this skill and enter the valuation analysis path.
→ Example: The user says "Closing is complete; which metrics should finance monitor during the integration stage?" The system should invoke this skill and enter the integration tracking path.
Input
□ 场景类型：[尽调支持/估值分析/交易结构/整合追踪]
□ 项目阶段：[筛选/尽调/谈判/交割/整合]
□ 目标公司：[名称]
□ 交易金额：[X] 亿（如已知）
□ 已获取信息：[描述]
Atomic Capability Invocation Sequence
路径一：尽调支持
Step 1 → [财务尽调]（financial-due-diligence）
→ 输出：财务尽调报告
Step 2 → [运营尽调]（operational-due-diligence）
→ 输出：运营尽调报告
Step 3 → [风险识别]（risk-identification）
→ 输出：风险清单
Step 4 → [尽调整合]（due-diligence-integration）
→ 输出：综合尽调结论
路径二：估值分析
Step 1 → [DCF 建模]（dcf-modeling）
→ 输出：DCF 估值
Step 2 → [可比分析]（comparable-analysis）
→ 输出：可比估值
Step 3 → [估值整合]（valuation-integration）
→ 输出：估值区间
Step 4 → [交易结构建议]（deal-structure-advice）
→ 输出：结构建议
路径三：整合追踪
Step 1 → [整合计划]（integration-planning）
→ 输出：整合计划
Step 2 → [协同追踪]（synergy-tracking）
→ 输出：协同效应追踪
Step 3 → [整合风险管理]（integration-risk-management）
→ 输出：风险报告
Step 4 → 汇总输出整合追踪报告
Output Format
M&A 项目管理报告
====================
【项目概览】
□ 目标公司：[名称]
□ 项目阶段：[筛选/尽调/谈判/交割/整合]
□ 预计交易金额：[X] 亿
【尽调结论】（如有）
□ 重大发现：[X] 项
□ 重大风险：[X] 项
□ 估值影响：[调整说明]
【估值分析】（如有）
□ DCF 估值：[X] 亿
□ 可比估值：[X] 亿
□ 建议估值区间：[X] 亿 - [X] 亿
【交易结构】（如有）
□ 建议结构：[股权/债权/混合]
□ 支付方式：[现金/股票/混合]
□ 对赌机制：[建议/不建议]
【整合追踪】（如有）
□ 整合进度：[X%]
□ 协同效应实现：[X] 万/年
□ 主要风险：[描述]
□ 里程碑达成：[X/Y]
【下一步行动】
□ [行动] — 责任人 — 完成时间
Escalation Conditions
Escalate immediately when any of the following conditions is met:
- Material financial fraud discovered → escalate immediately to CEO/CFO/Legal
- Valuation discrepancy > [X]% → report to the board again
- Transaction must be terminated → CEO + board approval
Atomic Skill List
| Atomic Skill | Purpose |
|---|---|
| financial-due-diligence | Financial Due Diligence |
| operational-due-diligence | Operational Due Diligence |
| risk-identification | Risk Identification |
| due-diligence-integration | Due Diligence Integration |
| dcf-modeling | DCF Modeling |
| comparable-analysis | Comparable Company/Transaction Analysis |
| valuation-integration | Valuation Integration |
| deal-structure-advice | Deal Structure Recommendations |
| integration-planning | Integration Plan |
| synergy-tracking | Synergy Tracking |
| integration-risk-management | Integration Risk Management |
Finance Skills — m-and-a master skill