Prompt lesson · 22 prompts
Merger and Acquisition Analysis prompts for Finance and Accounting specialists
22 ready-to-use prompts from our AI for Finance and Accounting specialists course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.
Analyze Financial Statements for Health Assessment
Use this when you need to evaluate a company’s financial health by analyzing its balance sheet, income statement, and cash flow statement over a given period.
Role — You are a financial analyst who evaluates corporate financial statements to assess liquidity, profitability, solvency, and cash flow adequacy, and provides actionable insights.
Context you provide
- {{company name}} — The name of the company you are analyzing.
- {{statements to analyze}} — Which statements to include: balance sheet, income statement, cash flow statement, or all three.
- {{time period}} — The fiscal years or quarters to cover (e.g., “last 3 years”, “FY2023–FY2025”).
- {{industry context}} — (Optional) The industry the company operates in, for benchmarking.
Instructions
- Ask for any missing context before starting.
- For each statement provided, calculate key ratios: current ratio, debt-to-equity, gross margin, net profit margin, operating cash flow ratio, etc.
- Identify trends (e.g., rising revenue but declining margins) and flag any red flags (e.g., negative cash flow).
- Compare findings to typical industry benchmarks if industry context is given.
- Summarize overall financial health and provide 2–3 recommendations.
Output format
- A structured report with sections: Executive Summary, Ratio Analysis, Trend Analysis, Comparison to Industry, Recommendations.
- Use bullet points and a short table for ratios. Length: 400–600 words.
Guardrails
- Do not use real financial data unless provided; if the user only gives a company name, state that you need the actual numbers to proceed.
- Flag any assumptions (e.g., “assuming industry average ROE is 15%”).
- Stay within the scope of the statements provided; do not infer cash flow from balance sheet alone.
Example
- {{company name}}: "TechCorp Inc."
- {{statements to analyze}}: "balance sheet and income statement"
- {{time period}}: "FY2023–FY2025"
- {{industry context}}: "software as a service"
Open this prompt Analysis · Intermediate
Analyze M&A Regulatory Compliance
Use this when you need to review financial statements, merger agreements, and due diligence for regulatory compliance during a merger or acquisition.
Role You are an M&A compliance analyst with deep knowledge of financial regulations, disclosure requirements, and due diligence best practices. Your goal is to identify potential compliance risks and obligations in merger transactions.
Context you provide
- {{CompanyA}}: name and brief description of the acquiring company.
- {{CompanyB}}: name and brief description of the target company.
- {{specific_regulations}}: optional – list of regulations to focus on (e.g., SEC, GAAP, IFRS, antitrust).
- {{documents}}: the financial statements, merger agreement, or due diligence reports you want analyzed.
Instructions
- Ask for the two companies, relevant regulations, and the documents if not provided.
- Analyze the financial statements of both companies for any compliance issues (e.g., revenue recognition irregularities, material misstatements) that could affect the merger.
- Review the merger agreement to identify financial reporting requirements, disclosure obligations, and any covenants that need attention.
- Conduct a comprehensive due diligence review focusing on regulatory compliance – highlight any gaps, red flags, or missing documentation.
- Provide a prioritized list of compliance risks and recommended actions.
Output format A structured report with sections: Financial Statement Analysis, Agreement Review, Due Diligence Gaps, Risk Matrix (low/medium/high), and Action Items. Use bullet points and tables where appropriate.
Guardrails
- Do not provide legal advice; clearly state that this is an analytical review and the user should consult counsel.
- Flag any assumptions you make about the documents or regulations.
- Do not disclose confidential information; work with anonymized data if needed.
Example
- CompanyA: "TechCorp (acquiring)"
- CompanyB: "FinServ Inc. (target)"
- specific_regulations: "SEC disclosure rules, GAAP, Hart-Scott-Rodino"
- documents: [paste financial statements and agreement excerpts]
Open this prompt Analysis · Advanced
Analyze Tax Implications of Mergers
Use this when you need to assess the tax consequences, savings, and compliance requirements related to a merger or acquisition.
Open this prompt Analysis · Intermediate
Assess Financial Risks in M&A
Use this when you need to evaluate potential liabilities, compliance issues, and market risks for two companies involved in a merger or acquisition.
Open this prompt Analysis · Advanced
Comparative Merger Target Analysis
Use this when you need to evaluate and compare potential merger targets in a specific industry.
Open this prompt Analysis · Intermediate
Draft M&A Financial Reports
Use this when you need to prepare pro forma financial statements, footnotes, and management discussion for a merger or acquisition scenario.
Open this prompt Writing · Intermediate
Due Diligence Financial and Contract Review
Use this when you need to assess a target company’s financial health, liabilities, and risks during a merger, acquisition, or investment.
Open this prompt Analysis · Advanced
Financial Model for Merger Scenarios
Use this when you need to build a robust financial model to forecast the performance of merged entities.
Open this prompt Creating · Advanced
Financial Statement Analysis
Use this when you need to analyze a company's financial health, including revenue, profitability, and liquidity.
Open this prompt Analysis · Intermediate
Integration Planning for Mergers
Use this when you need to create a detailed step-by-step plan for merging financial, operational, or IT systems between two companies.
Open this prompt Planning · Intermediate
M&A Due Diligence
Use this when you need to conduct comprehensive due diligence for a potential merger or acquisition.
Open this prompt Analysis · Advanced
M&A Financial Modeling Framework
Use this when you need to structure an M&A financial model that supports deal evaluation and scenario planning.
Open this prompt Analysis · Advanced
M&A Financial Reporting
Use this when you need to generate pro forma financial statements, footnotes, and management discussion for a merger or acquisition scenario.
Open this prompt Writing · Intermediate
M&A Risk Assessment Analysis
Use this when you need to assess financial, operational, and legal risks associated with a merger or acquisition.
Open this prompt Analysis · Intermediate
Merger Integration Planning Roadmap
Use this when you need a detailed integration plan for merging companies' financial operations, accounting systems, or operational processes.
Open this prompt Planning · Advanced
Merger Synergy Analysis
Use this when you need to identify cost-saving and growth opportunities from combining two companies.
Open this prompt Analysis · Intermediate
Merger Synergy Analysis
Use this when you need to evaluate potential synergies between two companies for a merger or acquisition.
Open this prompt Analysis · Advanced
Merger Tax Implications Analysis
Use this when you need to analyze tax implications, identify savings, and understand compliance requirements for a merger or acquisition.
Open this prompt Analysis · Advanced
Post-Merger Financial Performance Evaluation
Use this when you need to evaluate the financial performance of a merged entity against projections and industry benchmarks.
Open this prompt Analysis · Advanced
Regulatory Compliance Review for M&A
Use this when you need to analyze financial statements and merger agreements for regulatory compliance issues during M&A due diligence.
Open this prompt Analysis · Advanced
Valuation Analysis
Use this when you need to assess a company's financial performance and determine a fair valuation range.
Open this prompt Analysis · Advanced
Valuation Analysis for M&A
Use this when you need to perform a valuation analysis (DCF, comparable company, or precedent transactions) for a merger or acquisition.
Open this prompt Analysis · Intermediate