buyer-list

Construa e organize um universo de potenciais adquirentes para processos de M&A do lado vendedor. Identifica compradores estratégicos e financeiros, avalia a adequação e prioriza…

npx skills add https://github.com/anthropics/financial-services --skill buyer-list

Buyer List

Workflow

Step 1: Understand the Target

  • Company description, sector, and business model
  • Revenue, EBITDA, and growth profile
  • Key assets and capabilities (IP, customer relationships, geographic footprint, team)
  • Expected valuation range
  • Seller preferences (strategic vs. financial, management continuity, timeline)

Step 2: Strategic Buyers

Identify strategic acquirers across categories:

Direct Competitors

  • Companies in the same space that would gain market share
  • Rationale: Revenue synergies, eliminate competitor, scale

Adjacent Players

  • Companies in adjacent markets that could expand into the target's space
  • Rationale: Product extension, cross-sell, new market entry

Vertical Integrators

  • Customers or suppliers that could integrate vertically
  • Rationale: Supply chain control, margin capture, strategic lock-in

Platform Builders

  • Large companies building a platform in the space through M&A
  • Rationale: Tuck-in acquisition, fill capability gap

For each strategic buyer, assess:

BuyerSectorRevenueStrategic FitFinancial CapacityM&A Track RecordLikelihoodPriority
High/Med/LowActive/Moderate/NoneA/B/C

Step 3: Financial Sponsors

Identify PE/financial buyers:

Platform Investors

  • Sponsors looking for a new platform in this sector
  • Criteria: Fund size, sector focus, deal size range

Add-on Buyers

  • Sponsors with existing portfolio companies that could acquire the target as a bolt-on
  • Identify the specific portfolio company and synergy rationale

Growth Equity

  • For earlier-stage or high-growth targets
  • Minority vs. majority preference

For each sponsor:

SponsorFund SizeSector FocusPortfolio OverlapRecent ActivityPriority
A/B/C

Step 4: Prioritization

Tier the buyer list:

  • Tier 1 (5-10): Highest strategic fit, proven acquirers, clear rationale — contact first
  • Tier 2 (10-15): Good fit but less obvious — contact in second wave
  • Tier 3 (10-20): Possible but lower probability — contact if process needs broadening

Step 5: Contact Mapping

For each Tier 1 buyer:

  • Key decision maker (CEO, Corp Dev head, Partner)
  • Relationship status (existing relationship, cold outreach, need introduction)
  • Known preferences or constraints (size, geography, structure)
  • Best approach channel

Step 6: Output

  • Excel workbook with:
    • Strategic buyers tab (sorted by tier)
    • Financial sponsors tab (sorted by tier)
    • Contact mapping for Tier 1
    • Summary statistics (total buyers by tier, by type)
  • One-page buyer universe summary for the engagement letter or pitch

Important Notes

  • Quality over quantity — a focused list of 30-40 well-researched buyers beats a list of 200 names
  • Research recent M&A activity — buyers who just did a deal in the space are either hungry for more or tapped out
  • Check for antitrust concerns with direct competitors — flag any that might face regulatory issues
  • Financial sponsors: check fund vintage and deployment pace — a fund nearing end of investment period may be more motivated
  • Always ask the seller if there are buyers they want included or excluded
  • Update the list as the process progresses — move buyers between tiers based on feedback

Mais skills de anthropic

analyzing-financial-statements
anthropic
Esta habilidade calcula os principais índices e métricas financeiras a partir de dados de demonstrações financeiras para análise de investimentos.
applying-brand-guidelines
anthropic
Esta habilidade aplica identidade visual corporativa consistente a todos os documentos gerados, incluindo cores, fontes, layouts e mensagens.
creating-financial-models
anthropic
Esta habilidade oferece um conjunto avançado de modelagem financeira com análise de fluxo de caixa descontado (DCF), testes de sensibilidade, simulações de Monte Carlo e planejamento de cenários para investimentos…
board-minutes
anthropic
Redige atas de reuniões de diretoria ou comitês no formato da sua empresa. Detecta automaticamente as próximas reuniões de diretoria e comitês do seu calendário, solicita a pauta e…
crm-cleanup
anthropic
Escaneia o HubSpot em busca de negócios obsoletos, contatos duplicados e campos ausentes, e corrige o que o proprietário aprovar. Aceita argumento opcional de escopo para negócios, contatos,…
redshift-api
anthropic
Executar SQL no Amazon Redshift — enviar instruções, consultar status, navegar pelos resultados e explorar bancos de dados/esquemas/tabelas. Use isso sempre que o usuário quiser…
ticket-deflector
anthropic
Lê um e-mail ou ticket de cliente encaminhado, obtém status de pedido/reembolso do PayPal e histórico de conta do HubSpot, redige uma resposta com tom adequado no proprietário…
reg-feed-watcher
anthropic
Verifique os feeds regulatórios agora e relate o que há de novo desde a última verificação, filtrado pelo seu limite de materialidade. Use quando o usuário disser "verifique os feeds",…