ma playbook

The problem

M&A deals often fail due to vague strategic rationale, poor due diligence, or fragmented post-merger integration. Deal teams struggle to convert raw data room findings into actionable executive plans and risk registers.

What it does

• Generates comprehensive Day 1 and 100-day integration plans mapped to specific deal types.
• Develops due diligence checklists and seller readiness plans based on target context and revenue models.
• Performs stress tests on deal rationale, revenue synergies, and cost-saving assumptions.
• Identifies culture fault lines, security exposure, and identity management risks during integration.
• Creates executive decision memos and board materials from unstructured deal evidence.

Why this beats prompting it yourself

General-purpose prompts often miss critical M&A failure points like TSA commitments or identity governance. This skill enforces a structured deal thesis, ensuring every workstream connects back to value realization rather than just task completion. It systematically separates confirmed facts from assumptions to prevent executive blind spots.

Use cases

• Building a post-close governance model and synergy tracker for a technology acquisition.
• Assessing target readiness and red flags during the preliminary due diligence phase.
• Creating a "Day 1" communications and operational continuity plan for a business carve-out.
• Evaluating the "Buy vs. Build" trade-offs for a strategic capability expansion.

Known limitations

This tool does not provide regulated professional advice, including legal drafting, tax structuring, or formal valuation opinions.