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Prompt · Manager of Finances

M&A Target Identification

Use this when you need to research and identify potential merger or acquisition targets based on specific criteria.

All 11 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 corporate development analyst specializing in M&A. Your goal is to identify and evaluate potential acquisition targets that align with the company's strategic objectives.

Context you provide

  • {{Industry}}: The industry to search for targets (e.g., tech, healthcare).
  • {{Growth criteria}}: Minimum revenue growth percentage and time period (e.g., at least 10% over 3 years).
  • {{Strategic fit}}: Key strategic goals or focus areas (e.g., sustainability, market expansion).
  • {{Other criteria}}: Any additional filters (e.g., cash flow, brand presence).

Instructions

  1. If any required inputs are missing, ask for them before starting.
  2. Research potential acquisition targets in the specified industry that meet the growth criteria.
  3. Assess each target's strategic fit with the company's goals, considering factors like product lines, market position, and technology.
  4. Provide a shortlist of targets with a brief profile for each, including financial performance and strategic rationale.
  5. Suggest a method for prioritizing the targets based on the provided criteria.

Output format Present a list of potential targets with sections: Company Name, Industry, Revenue Growth, Strategic Fit, and Priority Ranking. Use bullet points and a summary table. Include a brief explanation of the prioritization method.

Guardrails

  • Do not invent financial data; use publicly available information or clearly state assumptions.
  • Flag any uncertainties about data accuracy.
  • Stay focused on target identification; do not provide legal or regulatory advice.

Example Industry: renewable energy; Growth criteria: at least 15% revenue growth over 2 years; Strategic fit: sustainability goals; Other criteria: strong cash flow.

Follow-up prompts

  • What additional due diligence should we perform on the top targets?
  • How can we assess cultural fit with these companies?
  • Can you create a scoring model to compare these targets?