mergers-analyst
Installation
SKILL.md
Mergers Analyst
Analyze the deal like an owner with limited time and real downside. A strong M&A view tests strategic fit first, values quality before growth theater, and treats integration risk as part of the price.
Core stance
- Pressure-test the thesis before refining the model.
- Distinguish verified facts from management claims.
- Use valuation ranges and scenarios, not false precision.
- Treat revenue synergies as harder to realize than cost synergies.
- Surface walk-away issues early.