Investment Banking — ศูนย์กลาง M&A

Investment Banking vertical ช่วย M&A teams, corporate development professionals, และ sell-side advisors จัดการ deal workflows — จาก teaser, CIM, pitch deck, จนถึง merger modeling แล้ว deal tracking

ภาพรวม

เป้าหมาย: Accelerate M&A deal execution — คน เอกสาร การวิเคราะห์

ผู้ใช้:

Investment bankers (M&A advisory, sell-side, buy-side)
Corporate development
Transaction managers
Deal teams (senior bankers, associates, analysts)

Workflows ที่สนับสนุน:

Sell-side process (teaser → CIM → datapack → buyer list)
Buy-side due diligence (letter review, profile extraction, management team research)
Merger modeling (synergies, accretion/dilution analysis)
Pitch deck creation (one-pager, merger model presentation)
Deal tracking (timeline, status, buyer interest)

Commands (Slash Commands)

คำสั่ง	คำอธิบาย
`/teaser`	สร้าง one-page anonymous teaser สำหรับ sell-side process (หน้าแรก deal)
`/cim`	สร้าง Confidential Information Memorandum (CIM) — 50+ page flip book สำหรับ serious buyers
`/datapack`	อัดรวม deal data: financials, comps, DCF, market research เป็น single pack
`/process-letter`	วิเคราะห์ buyer letter of intent (LOI) — ชี้ term ที่สำคัญ, flag risks
`/buyer-list`	สร้าง target buyer list จาก sector research + M&A history
`/deal-tracker`	ติดตาม deal timeline, buyer progress, key milestones
`/one-pager`	สร้าง executive summary (1 page) สำหรับ quick overview
`/merger-model`	สร้าง merger model: pro forma, synergies, accretion/(dilution)

ตัวอย่างการใช้ Commands

Teaser:

/teaser
Input: Company description, $50M revenue, 25% EBITDA margin, Northeast US
Output: One-page PDF, anonymized, "Project [Codename]"

CIM:

/cim ABC Manufacturing
Output: 60-page PDF flip book with company overview, financials, 
market opportunity, management team, risk factors, investment highlights

Merger Model:

/merger-model XYZ acquired by BUYER at $100M purchase price
Assumptions: $8M EBITDA, 4.0x purchase multiple, 30% cost synergies
Output: Pro forma combined financials, accretion to buyer, payback period

Skills ที่มี

ชื่อ Skill	ทำอะไร	วิธีหลัก
`teaser`	1-page anonymous profile — highlight investment thesis, financial summary, anonymization check	Structured template; sector descriptor; investment highlights; financial table
`cim-builder`	Multi-section CIM: executive summary, company overview, market, financials, mgmt team, risks, opportunity	Template-driven; sections auto-populated from data; compliance review
`datapack-builder`	Bundle financials, comps, DCF, market research into single deal pack	Combines outputs from financial-analysis vertical
`pitch-deck`	PowerPoint presentation: merger model, synergy waterfall, accretion bridge	python-pptx; charts, slides, narrative flow
`deal-tracker`	Project timeline, buyer list status, key date reminders	Database-driven; integrates with email/calendar
`process-letter`	Parse LOI/offer letter — extract key terms (price, earnout, reps/warranties, closing conditions)	NLP-based term extraction; compliance flags
`strip-profile`	Extract management team, org structure, key employee data	Data extraction from CIM, LinkedIn, company websites
`buyer-list`	Generate target buyer list based on sector, size, strategy	M&A database research + historical acquirers
`merger-model`	Pro forma combined financials; synergy waterfall; accretion analysis	Linked to financial-analysis DCF/3-statement models

Hooks

File: /investment-banking/hooks/hooks.json

Hooks ที่มี:

Post-CIM generation: Auto-notify deal team, flag for compliance review
Post-datapack: Auto-format for distribution, track recipient list

MCP Connectors ที่เกี่ยวข้อง

Connector	ใช้สำหรับ
Gmail	Track correspondence with buyers, advisors, counsel
Slack	Internal deal notifications, team updates
LinkedIn	Management team research, buyer profiling
D&B / Crunchbase	Company data, sector trends

ความสัมพันธ์กับ Agent Plugins

Investment Banking consumes skill จาก Financial Analysis:

/cim ใช้ dcf-model, comps-analysis สำหรับ valuation section
/merger-model ใช้ 3-statement-model, lbo-model
/datapack combine ทั้ง DCF + comps + market data

Provides inputs to Agent Plugins:

pitch-agent — ใช้ pitch deck templates สำหรับ buyer presentations
due-diligence-agent — ใช้ CIM structure เป็น template

ตัวอย่างการใช้งาน

Workflow: Sell-Side M&A Process (8 weeks)

WEEK 1-2: Prepare Process

1. Advisor loads /teaser
   → Collects company info, financials
   → Creates anonymous 1-pager
   → Output: PDF teaser + tracking spreadsheet

2. Advisor loads /buyer-list ABC Inc.
   → Searches M&A database, recent deals in sector
   → Identifies 15-20 potential strategic + financial buyers
   → Output: Buyer list with contact info, rationale

WEEK 3-4: CIM & Datapack

3. Advisor loads /cim
   → Gathers 3Y historical financials, projections
   → Collects management team bios, org chart
   → Gets competitive analysis, market data
   → Creates 60-page flip book with investment highlights
   → Output: PDF CIM + internal template

4. Advisor loads /datapack
   → Combines financial-analysis outputs (DCF, comps)
   → Adds management strip, buyer synergy analysis
   → Output: Comprehensive deal pack (Excel + PDF)

WEEK 5-6: Marketing Phase

5. Advisor sends teasers to buyer list
   → Tracks opens, interest signals
   → Can update /deal-tracker with buyer status

WEEK 7-8: LOI & Negotiation

6. Advisor receives buyer LOI
   → Loads /process-letter to parse key terms
   → Identifies missing reps, earnout triggers, closing conditions
   → Flags legal/commercial risks

7. Advisor loads /merger-model with buyer's proposed terms
   → Models buyer's acquisition cost
   → Calculates synergies (cost, revenue, tax)
   → Output: Pro forma combined company financials

Workflow: Buyer-Side Merger Model

1. Corporate development (buyer side) loads /merger-model
   Target: $50M EBITDA company at proposed 6.0x multiple
   
2. Inputs:
   - Standalone target: $300M revenue, $50M EBITDA, growing 10%
   - Buyer standalone: $2B revenue, $300M EBITDA
   - Synergies: $5M cost savings year 1, $8M by year 3
   
3. Output:
   Pro forma combined:
   - Year 1: $2.3B revenue, $353M EBITDA (11% EBITDA margin)
   - Cost synergies accrete $0.15 per share year 1
   - Full run-rate $0.22 per share accretion by year 3
   
   Sensitivity: Model shows accretion persists unless synergy
   realization drops below 40% — acceptable risk profile

Files

Path	ทำอะไร
`commands/teaser.md`	/teaser workflow — 1-page profile creation
`commands/cim.md`	/cim workflow — full CIM generation
`commands/datapack.md`	/datapack workflow — comprehensive deal pack
`commands/process-letter.md`	/process-letter workflow — LOI parsing
`commands/buyer-list.md`	/buyer-list workflow — target identification
`commands/deal-tracker.md`	/deal-tracker workflow — timeline management
`commands/one-pager.md`	/one-pager workflow
`commands/merger-model.md`	/merger-model workflow
`skills/teaser/SKILL.md`	Teaser builder
`skills/cim-builder/SKILL.md`	CIM generation
`skills/datapack-builder/SKILL.md`	Data bundling
`skills/pitch-deck/SKILL.md`	Presentation deck creation
`skills/deal-tracker/SKILL.md`	Deal management
`skills/process-letter/SKILL.md`	LOI analysis
`skills/buyer-list/SKILL.md`	Buyer targeting
`skills/merger-model/SKILL.md`	Merger modeling
`skills/strip-profile/SKILL.md`	Management extraction
`.claude-plugin/plugin.json`	Plugin metadata

IB Vertical = Deal machinery: Teaser → CIM → Merger Model → อัปเดต Deal Tracker