managing-deal-processes
Structures M&A process management with timeline tracking, bid analysis, and negotiation documentation. Use when managing sell-side auctions, tracking bid processes, or coordinating deal timelines.
Best use case
managing-deal-processes is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Structures M&A process management with timeline tracking, bid analysis, and negotiation documentation. Use when managing sell-side auctions, tracking bid processes, or coordinating deal timelines.
Teams using managing-deal-processes should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/managing-deal-processes/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How managing-deal-processes Compares
| Feature / Agent | managing-deal-processes | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Structures M&A process management with timeline tracking, bid analysis, and negotiation documentation. Use when managing sell-side auctions, tracking bid processes, or coordinating deal timelines.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# Managing Deal Processes ## When To Use - Running a sell-side auction (broad, targeted, or limited) and need to track buyer engagement across phases - Managing a buy-side process with multiple target evaluations and competing timelines - Coordinating deal milestones across bankers, legal counsel, accountants, and management teams - Preparing bid comparison analyses for board presentations or fairness opinion support - Tracking process letters, NDAs, data room access, and indication-of-interest (IOI) / letter-of-intent (LOI) submissions ## Inputs To Gather - **Deal parameters**: transaction type (asset sale, stock sale, merger), target/seller identity, estimated enterprise value range - **Process structure**: broad auction, targeted outreach, negotiated sale, or pre-emptive bid scenario - **Buyer universe**: strategic buyers, financial sponsors, or mixed; number of parties contacted at each phase - **Timeline anchors**: teaser distribution date, management presentation dates, bid deadlines (Round 1 IOI, Round 2 LOI, final bid), expected signing and closing dates - **Key documents in circulation**: teaser, CIM, process letter, draft purchase agreement, disclosure schedules - **Data room status**: platform (Intralinks, Datasite, etc.), number of documents posted, access log summary - **Bid details received to date**: buyer name, headline valuation, structure (cash/stock/earnout), financing contingencies, key diligence conditions, markup positions on purchase agreement ## Workflow 1. **Map the process structure** - Classify deal type and auction format - Build a phase-gate timeline: outreach → NDA/teaser → CIM/data room → IOIs → management presentations → LOIs → exclusivity → definitive agreement → signing → closing - Assign target dates to each gate; flag any dates already passed or at risk 2. **Build the buyer tracking matrix** - For each contacted party, track: name, type (strategic/sponsor), NDA status, CIM sent date, data room access granted, IOI received (Y/N + date), management presentation scheduled/completed, LOI received (Y/N + date), current status (active/passed/eliminated) - Summarize funnel metrics: parties contacted → NDAs signed → IOIs received → parties advancing → LOIs received 3. **Analyze bids** - Normalize IOIs and LOIs to comparable terms: headline EV, implied EV/EBITDA multiple, cash vs. non-cash consideration, earnout or contingent components, financing contingencies, required regulatory approvals, diligence conditions remaining - Rank bids on value certainty (fully financed cash > partially financed > stock heavy > contingent earnout) - Flag material deviations from seller's draft purchase agreement (indemnity caps, baskets, rep scope, closing conditions, non-compete terms) - Note any buyer requiring Hart-Scott-Rodino (HSR) filing, CFIUS review, or sector-specific regulatory clearance [VERIFY: applicable regulatory thresholds based on deal size and parties' nationalities] 4. **Track negotiation progress** - Maintain a markup comparison log for the definitive agreement: which buyer has accepted seller's positions vs. where open issues remain - Identify top-3 open business points per bidder (e.g., indemnity cap as % of EV, working capital mechanism, treatment of change-of-control provisions) - Log exclusivity terms if granted: start date, duration, extension conditions, breakup fee if applicable 5. **Prepare process status reports** - Generate concise deal status memos for the board or deal committee at each phase gate - Include: process timeline adherence, buyer funnel summary, bid comparison table, key risks/decisions needed, recommended next steps ## Output - **Process timeline**: phase-gate chart with actual vs. target dates and status indicators (on track / at risk / delayed) - **Buyer tracking matrix**: tabular summary of all parties with current engagement status and key dates - **Bid comparison table**: side-by-side analysis of IOIs or LOIs normalized across valuation, structure, certainty, and key legal terms - **Negotiation tracker**: open-issues log organized by bidder with severity ranking (deal-breaker / material / minor) - **Status memo**: board-ready summary with executive overview, process metrics, comparative bid analysis, and action items ## Quality Checks - Confirm all bid figures are sourced from actual IOI/LOI documents — never extrapolate or estimate unsupplied values; mark gaps with [VERIFY] - Validate that valuation multiples are calculated on the same financial metric and period (e.g., LTM EBITDA vs. projected EBITDA) across all bidders - Ensure buyer funnel counts reconcile (parties contacted minus those who passed/were eliminated should equal active parties) - Verify timeline dates are internally consistent (no Phase 2 deadline before Phase 1 close) - Check that regulatory filing requirements (HSR, CFIUS, sector-specific) are flagged for every bidder where applicable [VERIFY: current HSR filing thresholds and CFIUS mandatory declaration triggers] - Confirm that any exclusivity or breakup fee terms are accurately reflected from the executed process letter or LOI - Cross-check purchase agreement markup positions against the seller's counsel's most recent issues list to avoid stale data
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