deal-structuring
Installation
SKILL.md
M&A Deal Structuring & Term Sheet Design
Required Inputs
- Transaction Overview: Buyer, target, deal rationale, and indicative valuation range.
- Buyer Type: Strategic acquirer or financial sponsor (PE fund).
- Target Entity Type: C-corp, S-corp, LLC, partnership, or international entity.
- Consideration Budget: Available cash, appetite for stock issuance, and debt capacity.
- Key Sensitivities: Seller priorities (cash at close, tax efficiency, retention of upside) and buyer priorities (risk allocation, price protection, integration flexibility).
Execution Steps
1. Deal Structure Selection
Choose the legal structure for the transaction. Each has materially different tax, liability, and operational consequences.