ma-advisory

Slash commands for Claude Code. Each `.md` file in this directory becomes a `/command-name` you can invoke directly.

Execute Chain 3: Synergy Underwriting to Day 1 Integration Readiness — compress 3 weeks of integration planning into 3 days

Execute Chain 1: Origination-to-IOI pipeline — compress 7 days of target evaluation and bid preparation into 4 hours

Execute Chain 2: VDR Drop to Red Flag Report pipeline — compress 5 days of initial diligence into 6 hours

Extract historical EBITDA, proposed adjustments, and primary defensibility narratives from a CIM — bypass sell-side rhetoric

Analyze target and acquirer organizational data to identify cultural friction points and behavioral incompatibilities

Draft a Confidential Information Memorandum — the primary sell-side marketing document for a target company

Draft an Indication of Interest (IOI) letter — a non-binding expression of intent to acquire with valuation range and structure

Create a Management Presentation (equity story) deck — 20-30 slide narrative for buyer meetings with financial charts and speaker notes

Build a Post-Merger Integration (PMI) Target Operating Model — Day 1 readiness, 100-day workstream plans, and governance structure

Draft a response to a buyer diligence question using approved VDR documents, disclosure schedules, and prior Q&A

Generate a Quality of Earnings (QoE) report — validate EBITDA, analyze adjustments, and calculate working capital peg

Compile a Red Flag Due Diligence report — exception-based risk assessment focused on deal-breakers and severe valuation risks

Generate a Synergy and Cost Savings Analysis Report — quantified value enhancement opportunities with costs to achieve

Scan material contracts for change-of-control provisions, assignment restrictions, and termination-for-convenience clauses

Review a bidder NDA markup against the firm's standard confidentiality playbook and generate a counter-draft

Draft the initial disclosure schedule mapping to the Purchase Agreement from VDR source documents

Screen a target's revenue footprint against global antitrust and FDI threshold triggers across jurisdictions

Compare target and buyer organizations to identify headcount redundancies, vendor overlaps, and cost synergy opportunities

Classify and auto-folder raw VDR uploads into standard M&A due diligence categories based on document content

No agents are defined for this plugin yet. Workflow chain orchestration is handled by the `workflow-chains` skill.

Sell-side deal marketing deliverables — CIM drafting, management presentation decks, and equity story construction. Synthesizes raw financials, management interviews, and competitive data into compelling investment narratives that maximize competitive bidding tension and valuation. Use when user asks to "prepare deal marketing materials", "create a CIM", "teaser document", or mentions deal marketing, investor outreach, or sell-side materials.

Rapid target evaluation through CIM extraction and IOI drafting. Strips sell-side marketing rhetoric from Confidential Information Memorandums to isolate core financials (EBITDA, margins, churn, CAC/LTV). Enables buy-side teams to screen dozens of targets daily and generate customized Indications of Interest. Use when user asks to "screen a deal", "evaluate acquisition target", "deal pipeline", or mentions target screening, deal criteria, or preliminary assessment.

Financial due diligence and Quality of Earnings (QoE) reporting. Automates trial balance tie-outs, EBITDA adjustment validation, working capital analysis, and debt-like item identification. Detects anomalies in general ledgers and accelerates the reconciliation process that traditionally consumes weeks. Use when user asks to "run financial due diligence", "analyze financials", "quality of earnings", or mentions financial DD, QofE, or financial analysis.

Post-merger integration (PMI) planning and cultural diagnostics. Generates Day 1 readiness checklists, 100-day functional workstream plans, governance structures, systems migration roadmaps, and change management communications. Includes cultural compatibility assessment using behavioral mapping. Use when user asks to "plan post-merger integration", "PMI plan", "integration workstream", or mentions Day 1 readiness, synergy capture, or integration management.

Legal due diligence automation — NDA redlining against firm playbooks, change-of-control clause scanning across material contracts, disclosure schedule drafting for purchase agreements, and red flag report generation. Covers the full spectrum of legal risk identification in M&A transactions. Use when user asks to "run legal due diligence", "review contracts", "legal risk assessment", or mentions legal DD, contract review, or compliance diligence.

Diligence Q&A process acceleration. Synthesizes approved VDR documents, disclosure schedules, and prior responses to auto-draft defensible answers to buyer diligence questions. Routes drafts for expert approval while maintaining consistency across a multi-bidder auction process. Use when user asks to "manage Q&A process", "organize buyer questions", "data room Q&A", or mentions Q&A tracking, management presentations, or buyer inquiries.

Cross-border regulatory risk assessment for M&A transactions. Screens target revenue footprints against global antitrust and Foreign Direct Investment (FDI) thresholds. Flags jurisdictions requiring mandatory pre-close filings to prevent deal delays, fines, or forced unwinding. Use when user asks to "check regulatory requirements", "antitrust screening", "regulatory risk", or mentions HSR filing, competition law, or regulatory approval.

Synergy identification, quantification, and validation for M&A transactions. Maps overlapping headcount, vendor relationships, and infrastructure across buyer and target organizations. Generates cost-takeout plans with costs-to-achieve estimates for lender validation and integration planning. Use when user asks to "analyze synergies", "cost synergy model", "synergy targets", or mentions revenue synergies, cost savings, or synergy bridge.

Virtual Data Room classification and organization. Scans unstructured file uploads, identifies document types (cap tables, IP licenses, vendor contracts, tax filings, payroll), applies standardized M&A naming conventions and folder hierarchies. Transforms chaotic seller document dumps into diligence-ready repositories on day one. Use when user asks to "set up a data room", "organize VDR", "data room management", or mentions virtual data room, document indexing, or VDR permissions.

End-to-end M&A pipeline orchestration — chains individual slash commands and report generators into continuous operational pipelines. Three core Use when user asks to "chain M&A workflows", "end-to-end deal process", "deal lifecycle", or mentions workflow automation, multi-phase deals, or deal coordination. chains: Origination-to-IOI (7 days → 4 hours), VDR Drop-to-Red Flag (5 days → 6 hours), and Synergy-to-Day 1 Integration (3 weeks → 3 days).