41 件 ・ 関連度順
概要と使いどころ
Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on "merger model", "accretion dilution", "M&A model", "pro forma EPS", "merger consequences", or "deal impact analysis".
日本語の概要は準備中です。原文の説明を表示しています。
Accretion/dilution and merger consequences analysis for A-share M&A transactions. Adapted from the original merger-model skill for Chinese GAAP, CAS accounting, and China market transaction structures. Triggers on "A股并购分析", "并购模型", "accretion dilution China", "merger model A-share", or "M&A consequences [company]".
日本語の概要は準備中です。原文の説明を表示しています。
M&Aアドバイザリー支援スキル。デューデリジェンス（DD）実施、企業価値評価（バリュエーション）、 シナジー分析、PMI（Post Merger Integration）計画策定を包括的に支援。 Use when conducting M&A due diligence (Financial, Legal, IT, HR), company valuation (DCF, Comparable Companies, Precedent Transactions), synergy analysis, or post-merger integration planning. Triggers: "M&A", "デューデリジェンス", "DD", "バリュエーション", "企業価値評価", "DCF", "comparable", "類似企業", "先行取引", "PMI", "統合計画", "シナジー分析", "買収", "合併"
Calculates merger arb risk/reward with annualized spread, deal break probability, and downside scenario analysis. Use when analyzing merger arb, calculating spread returns, or evaluating deal completion probability.
日本語の概要は準備中です。原文の説明を表示しています。
Constructs accretion/dilution analysis with pro forma financials, synergy phasing, and purchase price allocation. Use when modeling merger outcomes, calculating EPS accretion, or analyzing deal structures.
日本語の概要は準備中です。原文の説明を表示しています。
Build accretion/dilution (merger) models in Excel — pro-forma P&L, synergies, financing mix, EPS impact. Pairs with excel-author. Use for M&A pitches, board materials, or deal evaluation.
日本語の概要は準備中です。原文の説明を表示しています。
企業買収が一株当たり利益に与える影響をExcelで試算するスキル。買収価格、資金調達、相乗効果の前提を整理し、条件別の比較表と説明用の要約を作成します。
Merges mature lessons from a domain memory file into its instruction file. Syntax: `/memory-merger >domain [scope]` where scope is `global` (default), `user`, `workspace`, or `ws`.
日本語の概要は準備中です。原文の説明を表示しています。
投行并购 (投行并购 / 交易撮合 (Investment Banking M&A / Dealmaking) — 面向并购顾问、企业融资、卖方/买方交易执行的职业认知操作系统，从业者(分析师 Analyst / 经理 Associate / 副总裁 VP / 董事 Director / 董事总经理 MD / 内部公司发展 Corp Dev / PE 投资人)、想入行者、以及服务这行(法律/会计/估值/咨询)的视角。覆盖: (a) 第一性张力 — 投行 M&A 的核心世界观分歧: **价格 vs 价值 (price 是市场愿意付的, value 是内在的, deal 在两者缝隙里成交) ⇄ 确定性 vs 最高价 (certainty of close 对卖方常胜过纸面最高报价) ⇄ 顾问/中介 vs 委托代理 (banker 是 agent, 客户利益 vs 成交费的激励冲突真实存在, 「banker 总想成交」是行业原罪批判)**; 更深层 — 「过程/竞价纪律 (controlled auction 制造竞争张力、信息不对称管理) ⇄ 关系/信任 (relationship banking、长期 coverage、reputational capital)」, 「叙事/包装 (the story, equity story, positioning) ⇄ 数字/尽调 (the numbers, diligence, quality of earnings)」, 「估值的科学外衣 (DCF/comps 的伪精确) ⇄ 谈判的真实定价 (价格由 leverage、竞争、时机决定)」; (b) 估值与分析正典 (最标准化、最易蒸出高质量+CLI 化) — DCF (折现现金流: FCF 预测/WACC 折现率/terminal value 终值/Gordon growth vs exit multiple), Comparable Companies (可比公司/trading comps: EV/EBITDA, EV/Revenue, P/E), Precedent Transactions (先例交易/deal comps: control premium 控制权溢价), LBO (杠杆收购模型: IRR/MOIC/debt schedule/sources & uses), Accretion/Dilution (增厚/摊薄分析: EPS 影响、pro forma), Sum-of-the-Parts (分部估值/SOTP), Football Field (估值区间图), Merger Model (合并模型: synergies 协同/purchase accounting/goodwill), Sensitivity/scenario; (c) 交易流程与产出物 — 卖方流程 (sell-side: teaser 简介 → NDA → CIM/IM 信息备忘录 → management presentation → IOI 意向函 → data room 数据室 → LOI/term sheet → confirmatory diligence → SPA 买卖协议 → signing → closing), 买方流程 (buy-side: thesis/sourcing → outreach → valuation → bid → exclusivity → diligence → financing → close), auction 类型 (broad/targeted/negotiated/preemptive bid); 产出物: pitchbook 推介材料、CIM、fairness opinion 公平意见、board presentation、fee letter、engagement letter; (d) 交易结构与条款 — consideration (cash/stock/mix/earnout 对赌)、deal protections (breakup fee 分手费/go-shop/no-shop/MAC 重大不利变化条款)、representations & warranties 陈述与保证、escrow 托管、working capital adjustment 营运资金调整、reverse termination fee、collar 价格区间、tender offer vs merger、hostile vs friendly、defensive tactics (poison pill 毒丸/white knight 白衣骑士/staggered board); (e) 行业结构与角色 — bulge bracket (高盛/摩根士丹利/JPM/BofA/花旗) vs elite boutique (Centerview/Evercore/Moelis/Lazard/PJT/Perella) vs middle market (Houlihan Lokey/William Blair/Harris Williams) vs regional/independent; analyst→associate→VP→director→MD 晋升金字塔; coverage (行业组) vs product (M&A/ECM/DCM/leveraged finance/restructuring); sponsors group (服务 PE); 买方包括 PE/strategic acquirer/corp dev; (f) 量化指标与节奏 — deal fee (success fee 业内通常约 1-2% 视规模递减/retainer/Lehman formula)、league table 排行榜、pitch→mandate 转化、deal velocity、hours culture (analyst 80-100h/week 文化批判)、bonus/comp 结构、deal sheet (简历上的成交清单); (g) 争议/批判 — fairness opinion 是否橡皮图章 (利益冲突: 出意见的 banker 也收成交费)、estimate 的伪精确 (DCF garbage in garbage out、假设驱动结论)、banker 永远建议成交 (deal 偏见、empire building 助推 CEO 自利并购)、协同效应系统性高估 (大量并购毁灭价值、winner's curse 赢家诅咒)、analyst 血汗工厂文化 (2021 高盛 13 人 deck 事件、过劳死争议)、advisory 价值 vs 中介寻租之争、bulge vs boutique 的利益独立性叙事 (boutique 标榜「无承销利益冲突」)、SPAC 泡沫与 de-SPAC 教训; (h) 流派/思想谱系 — 估值学派 (Aswath Damodaran 估值教父/纽大、Tim Koller McKinsey《Valuation》、McKinsey valuation 体系) vs 公司金融教科书派 (Rosenbaum & Pearl《Investment Banking》行业圣经、Brealey Myers Allen、CFI/WSP/BIWS 培训体系) vs 交易实战派 (Bruce Wasserstein《Big Deal》、Joseph Perella/Felix Rohatyn 老派 dealmaker、现代 boutique 创始人) vs 行为/批判派 (并购毁灭价值的学术证据、Damodaran 对协同/控制权溢价的批判、Matt Levine《Money Stuff》解构华尔街逻辑) vs PE/buy-side 视角 (LBO 数学、value creation 杠杆/运营/multiple expansion)。不含: 二级市场股票交易/卖方研究 (equity research)、零售财富管理/private banking、纯 ECM/IPO 承销执行 (虽相关但聚焦 M&A advisory)、纯 PE 投后运营、量化交易/对冲基金策略、纯公司财务报表会计。) Master OS — automated mastery of 投行并购 / 交易撮合 (Investment Banking M&A / Dealmaking) — 面向并购顾问、企业融资、卖方/买方交易执行的职业认知操作系统，从业者(分析师 Analyst / 经理 Associate / 副总裁 VP / 董事 Director / 董事总经理 MD / 内部公司发展 Corp Dev / PE 投资人)、想入行者、以及服务这行(法律/会计/估值/咨询)的视角。覆盖: (a) 第一性张力 — 投行 M&A 的核心世界观分歧: **价格 vs 价值 (price 是市场愿意付的, value 是内在的, deal 在两者缝隙里成交) ⇄ 确定性 vs 最高价 (certainty of close 对卖方常胜过纸面最高报价) ⇄ 顾问/中介 vs 委托代理 (banker 是 agent, 客户利益 vs 成交费的激励冲突真实存在, 「banker 总想成交」是行业原罪批判)**; 更深层 — 「过程/竞价纪律 (controlled auction 制造竞争张力、信息不对称管理) ⇄ 关系/信任 (rela
日本語の概要は準備中です。原文の説明を表示しています。
Evaluates competition law exposure with market definition, HHI analysis, and remedy estimation for proposed transactions. Use when assessing merger clearance risk, analyzing market concentration, or preparing HSR filings.
日本語の概要は準備中です。原文の説明を表示しています。
Merges mature lessons from a domain memory file into its instruction file. Syntax: `/memory-merger >domain [scope]` where scope is `global` (default), `user`, `workspace`, or `ws`.
日本語の概要は準備中です。原文の説明を表示しています。
Runs corporate development — deal thesis, target screening, valuation framing, diligence, and integration planning. Use this when considering an acquisition or being approached about one, when evaluating build-versus-buy at company scale, when running or reviewing diligence, or when planning how an acquired business will actually be integrated.
日本語の概要は準備中です。原文の説明を表示しています。
Use when evaluating Joel Greenblatt-style special situations: spinoffs, restructurings, merger securities, forced selling, magic formula quality/value screens, and event-driven mispricing.
日本語の概要は準備中です。原文の説明を表示しています。
Deterministically merge the final fingerprinted section snapshot into `output/DRAFT.md`, preserving outline order and inserting transitions only when explicitly enabled.
日本語の概要は準備中です。原文の説明を表示しています。
Merge pandas DataFrames from multiple construction sources. Handle different schemas, keys, and data quality issues.
日本語の概要は準備中です。原文の説明を表示しています。
Merges, appends, joins, and deduplicates multiple CSV, TSV, and Excel files (including multi-sheet workbooks) with pandas - mapping mismatched column names to one schema, normalizing keys, resolving conflicting values, tracking which file each row came from, and verifying the row math. Use when the user wants to combine spreadsheets or exports, stack monthly files, consolidate contact or lead lists, VLOOKUP-style join two sheets on an ID or email, or dedupe records across sources, even if they only say "put these together" or "clean up these lists into one".
日本語の概要は準備中です。原文の説明を表示しています。
ACTIVATE when evaluating acquisition targets, conducting M&A due diligence, planning integration strategy, analyzing synergies, preparing sale materials, assessing culture fit, valuing targets, creating merger checklists, or managing M&A transactions. Critical for executives involved in buy-side or sell-side M&A, from initial target evaluation through post-acquisition integration.
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Use whenever the user wants to find, shortlist, vet, or enrich US management consultancies — strategy, operations, executive coaching, leadership development, org-development/change management, PMO/program management, sales/revenue operations consulting. Triggers on "find me three top strategy consultancies in California", "shortlist boutique ops-consulting firms with healthcare experience", "we need an executive coach for our new CEO", or "pull contact info for these 10 consulting firm domains", even when described indirectly (post-merger integration help, change-management partner, fractional COO). Drives the ServiceGraph API (api.servicegraph.co) — a 100k+ US firm catalog filterable by industry, services, location, size, ratings. Skip in-house strategy hires, "help me build a strategy" do-the-work asks, framework comparisons (Lean vs Agile, BCG matrix, etc.), academic/MBA-program questions, life/career coaching for individuals, non-US firms, individual freelancers.
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Structures earnout and contingent payment mechanisms with milestone definitions, measurement periods, and payout scenarios. Use when modeling earnouts, designing milestone-based payments, or valuing contingent consideration.
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Structures PPA analysis with tangible/intangible asset identification, useful life estimation, and goodwill calculation. Use when modeling purchase accounting, allocating deal price, or estimating amortization impact.
日本語の概要は準備中です。原文の説明を表示しています。
Organizes virtual data room structure with document indexing, access permissions, activity tracking, and Q&A management. Use when setting up VDRs, managing document production, or tracking buyer diligence activity.
日本語の概要は準備中です。原文の説明を表示しています。
Coordinates competitive auction workflows from teaser distribution through definitive agreement execution. Use when running sell-side processes, managing bid rounds, or tracking buyer engagement.
日本語の概要は準備中です。原文の説明を表示しています。
Structures strategic alternatives analysis with status quo, sale, merger, spin-off, and recapitalization scenario comparison. Use when evaluating strategic options, preparing board-level alternatives, or analyzing corporate transformations.
日本語の概要は準備中です。原文の説明を表示しています。
Structures preliminary transaction terms including price, consideration, conditions, reps/warranties, and indemnification. Use when drafting LOIs, preparing term sheets, or summarizing negotiated deal points.
日本語の概要は準備中です。原文の説明を表示しています。