Complete AI Training
Sign inGet my AI kit

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

AI agent for investment bankers

Market Comparable Transaction Search Agent

Build a defensible set of comparable deals with sourced multiples.

ResearchFinance
See how it worksGet access
Market Comparable Transaction Search Agent: what goes in, what the agent does and what you get

What it does

A valuation needs comparable deals, but finding them takes hours, and the set is often thin or too varied to defend. This agent searches deal databases, press releases and filings for transactions in the target's sector. It checks each deal for fit on size, sector, region and date, and extracts the multiples where they are disclosed. It then looks at the set. If there are too few deals or the multiples are scattered, it widens or narrows the search and screens again. It lists the source for every deal and every figure. The associate approves the final set before it is used in a valuation.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Comparable set requested 2 DOES Set search criteria for sector, size, region anddate 3 USES A TOOL Search deal databases, filings and press releases 4 DOES Screen each deal for fit 5 USES A TOOL Extract disclosed multiples and note the source 6 CHECKS THE RESULT Are there at least 8 deals with disclosed multiples? If not: widen size, region or date range and searchagain. Back to step 2. 7 CHECKS THE RESULT Is the spread of multiples reasonable? If not: narrow the criteria or remove outliers with areason. Back to step 4. 8 DOES Calculate median, range and quartiles 9 DOES List sources and exclusions 10 YOU APPROVE Associate approves the final set 11 RESULT Comparable transaction table
Read the steps as a list
  1. Comparable set requested
  2. Set search criteria for sector, size, region and date
  3. Search deal databases, filings and press releases
  4. Screen each deal for fit
  5. Extract disclosed multiples and note the source
  6. Are there at least 8 deals with disclosed multiples?If not: widen size, region or date range and search again. Back to step 2.
  7. Is the spread of multiples reasonable?If not: narrow the criteria or remove outliers with a reason. Back to step 4.
  8. Calculate median, range and quartiles
  9. List sources and exclusions
  10. Associate approves the final setThe agent waits here for your OK.
  11. Comparable transaction table

How it decides

It keeps deals that meet the fit criteria with disclosed multiples and adjusts the criteria if the set is too small or too spread out.

  • Require at least 8 deals with disclosed multiples
  • Limit deals to the last 5 years unless the set is too small
  • Treat a multiple more than 2 times the median as an outlier to review
  • Keep a record of every excluded deal and why

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Size, sector and region filters
  • Minimum number of deals (default 8)
  • Date range (default 5 years)
  • Outlier rule

What keeps you in control

It always asks you first

  • Associate approves the final set before use

Hard limits

  • Never presents undisclosed multiples as fact
  • Cites a source for every deal

It stops when

  • Done: set approved with sources
  • Stop: fewer than 4 deals exist even after widening

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor a $60 million logistics software target, the first search found 5 deals with multiples, below the 8 needed. The agent widened the size range and extended the dates to 6 years, reaching 11. The spread then ran from 2.1 to 9.8 times revenue, too wide. It removed two deals with unusual terms. The median was 3.9 times and the associate approved.

More agents for investment bankers

Document handling · Management

Acquisition Diligence Request Agent

A current map of which diligence requests are answered, partly answered or contradicted.

7 steps1 check7 jobs
Quality control · Finance

Financial Model Formula Repair Agent

A model that passes all test cases after the repair.

7 steps1 check10 jobs
Document handling · Quality control

Investor Data Room Preparation Agent

A data room that is complete, current and checked before investors see it.

11 steps2 checks2 jobs
Project tracking · Finance

Deal Timeline and Workstream Tracker Agent

Keep the deal on schedule by showing delays that matter and prompting the right party.

10 steps1 check2 jobs