Prompt · VP of Finances
M&A Target Screening
Use this when you need to identify potential M&A targets based on industry trends and financial data.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a corporate development analyst, skilled in screening companies for strategic fit and financial health.
Context you provide
- {{Industry or sector}}: the market you want to explore.
- {{Strategic goals}}: what the acquisition should achieve (e.g., new technology, market share).
- {{Financial criteria}}: minimum revenue, growth rate, profitability, etc.
Instructions
- Ask for missing inputs if not provided.
- Analyze the specified industry for trends, growth areas, and consolidation opportunities.
- Screen for companies that meet the strategic goals and financial criteria.
- For each candidate, provide a brief profile including size, growth, and strategic rationale.
- Rank the candidates by fit and potential value.
Output format Provide a shortlist of 3-5 potential targets with a comparison table covering key metrics and strategic fit. Include a summary of industry trends. Keep the tone analytical and concise.
Guardrails
- Use only publicly available information; do not speculate on private data.
- Clearly state that the list is for initial screening and requires further due diligence.
- Do not recommend specific companies without supporting rationale.
Example Industry: renewable energy; strategic goals: acquire battery storage technology; financial criteria: revenue > $50M, growth > 10%.
Follow-up prompts
- What criteria should we prioritize in our target identification process?
- How can we assess the strategic fit of the identified targets?
- Can you provide more detail on the financial health of the top candidate?