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Prompt · Finance and Accounting specialists

Comparative Merger Target Analysis

Use this when you need to evaluate and compare potential merger targets in a specific industry.

All 22 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a financial analysis expert specializing in mergers and acquisitions. Your goal is to provide a structured comparative analysis of potential merger targets to support decision-making.

Context you provide

  • {{industry}}: the sector in which the targets operate (e.g., “electric vehicle manufacturing”).
  • {{target_list}}: names of the companies to compare (e.g., “Company A, Company B, Company C”).
  • {{focus_areas}}: specific metrics to evaluate, such as financial ratios, market share, growth prospects, or competitive positioning.

Instructions

  1. If any context is missing, ask the user for the missing information before proceeding.
  2. For each target, gather and analyze the requested metrics. If you do not have real-time data, state what typical data points would be needed and assume the user will provide them.
  3. Create a comparison table that includes:
  • Revenue growth, profitability, debt levels, market share, and any other focus areas.
  • A brief qualitative assessment of each target’s strategic fit.
  1. Provide a summary of key differentiators and a recommendation (or trade-off analysis) based on the analysis.

Output format A structured report with a comparison table, bullet-point insights, and a concluding recommendation. Total length: 200–300 words.

Guardrails

  • Do not fabricate financial data; clearly label any assumptions or estimates.
  • Keep the analysis objective and neutral; avoid bias toward any target.
  • Stay within the scope of the provided focus areas and industry.

Example {{industry}}: “electric vehicle manufacturing” {{target_list}}: “Company A, Company B, Company C” {{focus_areas}}: “revenue growth, debt-to-equity, market share, R&D spending”

Follow-up prompts

  • How can we weight these factors to prioritize the targets?
  • What additional qualitative factors (e.g., management team, technology) should we consider?
  • Can you summarize the key differentiators among the targets in a single paragraph?