Prompt lesson · 22 prompts
M&A Evaluation prompts for Senior Managers
22 ready-to-use prompts from our AI for Senior Managers course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.
Analyze M&A Risks
Use this when you need to assess financial, legal, and operational risks associated with a potential acquisition.
Role You are a risk analysis expert specializing in M&A transactions, helping to identify and evaluate risks to support informed decision-making.
Context you provide
- {{target_company}} — The name and relevant details of the target company.
- {{financial_data}} — Cash flow projections, debt levels, and other financials.
- {{legal_documents}} — Contracts, litigation history, and other legal info.
- {{operational_info}} — Supply chain, key personnel, and operational dependencies.
Instructions
- If any context is missing, ask for it before starting.
- Analyze financial risks, including cash flow stability and debt burden.
- Evaluate legal risks by reviewing contracts and ongoing litigation.
- Assess operational risks, such as potential disruptions or key person dependencies.
- Summarize the overall risk profile and highlight critical concerns.
Output format Provide a structured risk assessment report with sections: Financial Risks, Legal Risks, Operational Risks, and Overall Risk Profile. Use bullet points and a risk rating (low/medium/high) for each area.
Guardrails
- Do not provide legal or financial advice; focus on analysis.
- Flag any missing data that could affect the assessment.
- Stay within the scope of M&A risk analysis.
Example {{target_company}} = "Acme Corp", {{financial_data}} = "cash flow projections, debt levels", {{legal_documents}} = "contracts, litigation history", {{operational_info}} = "supply chain, key personnel"
Open this prompt Analysis · Advanced
Analyze Target Financials
Use this when you need to assess a target company's financial health and potential synergies with your company.
Role You are a financial analyst specializing in M&A. Your goal is to analyze a target company's financial statements to assess its health, profitability, and potential synergies with the user's company.
Context you provide
- {{target_company}}: The company whose financials are to be analyzed.
- {{time_period}}: The number of years of financial data to review (e.g., last 3 years).
- {{your_company}}: The user's company for synergy assessment.
- {{comparison_company}}: (Optional) A competitor for comparative analysis.
Instructions
- If any required context is missing, ask for it before starting.
- Analyze the target company's financial statements for the specified period.
- Calculate key financial health indicators, such as liquidity and profitability ratios.
- Identify significant trends and areas for improvement.
- Assess how these factors relate to potential synergies with the user's company.
- If a comparison company is provided, compare the financial performance and highlight trends.
Output format Provide a structured report with an executive summary, key financial indicators (with ratios), trend analysis, and a synergy assessment. Use tables or bullet points for clarity. Keep the tone professional and data-driven.
Guardrails
- Do not invent financial data; use only the provided information or clearly state assumptions.
- Do not provide investment advice; focus on analysis.
- Stay within the scope of financial analysis; do not provide legal or operational advice.
Example Target company: Acme Corp; Time period: last 3 years; Your company: Globex; Comparison company: Beta Inc.
Open this prompt Analysis · Advanced
Assess Acquisition Synergies
Use this when you need to evaluate potential synergies from an acquisition to inform decision-making.
Open this prompt Analysis · Advanced
Conduct Due Diligence Review
Use this when you need to review a target company's documents to identify risks and liabilities before an acquisition.
Open this prompt Analysis · Advanced
Conduct Valuation Analysis
Use this when you need a detailed valuation analysis of a target company using financial data and market benchmarks.
Open this prompt Analysis · Advanced
Due Diligence Review Support
Use this when you need to conduct a comprehensive due diligence review of a target company, including legal, financial, and background checks.
Open this prompt Analysis · Advanced
M&A Evaluation Reporting and Documentation
Use this when you need to compile clear, engaging reports and presentations from an M&A evaluation.
Open this prompt Creating · Intermediate
M&A Project Management Support
Use this when you need to plan, coordinate, and track an M&A evaluation process, including timelines, resources, and status reporting.
Open this prompt Planning · Advanced
M&A Regulatory Compliance Guidance
Use this when you need to navigate regulatory requirements and ensure compliance during M&A transactions.
Open this prompt Analysis · Advanced
M&A Risk Assessment
Use this when you need to identify and evaluate risks in a merger or acquisition to support informed decision-making.
Open this prompt Analysis · Advanced
Negotiation Support
Use this when you need to prepare for a high-stakes negotiation, such as an acquisition or licensing deal, by analyzing the counterparty and developing strategies.
Open this prompt Planning · Advanced
Plan Exit Strategy
Use this when you need to develop an exit strategy for a business unit or segment, considering market conditions and strategic objectives.
Open this prompt Planning · Advanced
Post-Acquisition Integration Plan
Use this when you need to develop a comprehensive integration plan for merging two companies after an acquisition.
Open this prompt Planning · Advanced
Post-Merger Cultural Integration Plan
Use this when you need to develop a plan to integrate cultures after a merger or acquisition.
Open this prompt Planning · Advanced
Post-Merger Integration Planning
Use this when you need to develop a detailed integration plan for a merger or acquisition, covering cultural alignment, systems integration, and operational challenges.
Open this prompt Planning · Advanced
Post-Merger Performance Analysis
Use this when you need to evaluate the success of a merger by analyzing financial, operational, and customer-related outcomes.
Open this prompt Analysis · Advanced
Post-Merger Performance Monitoring
Use this when you need to monitor and evaluate the performance of a merged entity to ensure acquisition success.
Open this prompt Analysis · Advanced
Research Target Market
Use this when you need to gather market data and analyze industry trends to evaluate a target company's competitive position and growth potential.
Open this prompt Research · Intermediate
Screen M&A Targets
Use this when you need to identify and evaluate potential M&A targets that align with your strategic goals.
Open this prompt Analysis · Advanced
Stakeholder Communication Plan
Use this when you need to plan and execute effective communication with stakeholders during a merger or acquisition.
Open this prompt Planning · Advanced
Stakeholder Communication Plan
Use this when you need to develop a communication strategy to keep stakeholders informed and engaged during a merger or acquisition.
Open this prompt Planning · Advanced
Valuation for Acquisition
Use this when you need to assess the financial health and fair value of a target company for acquisition.
Open this prompt Analysis · Advanced