buyer-targetinglisted
Install: claude install-skill andreworia/claude-finance-skills
# Buyer Targeting Agent
## When to use
Use this when you need the right strategic and financial buyers for a sell-side process and must decide who to approach and in what order. It is the step between mandate and outreach. Reach for it whenever you need to convert a universe of potential acquirers into a focused, defensible target list.
## What it does
It produces a tiered buyer list with fit rationale: strategic and financial buyers screened against clear criteria, ranked into tiers, each with a short reason they belong and an initial read on their ability and appetite to transact.
## Method
Strategic versus financial buyer screening, worked step by step.
1. Split the universe into two pools.
- Strategic buyers: operating companies seeking synergy or market access. Financial buyers: sponsors and institutional investors seeking returns.
- The two pools value the asset differently, so they need different fit logic.
2. Define fit criteria that apply to both pools.
- Strategic rationale (why this buyer wants this asset), size and ability to pay, prior deal appetite, and any conflicts or regulatory hurdles.
3. Weight synergy logic for strategics.
- Adjacent products, geographic expansion, customer overlap, or vertical integration; name the specific thesis for each.
- A strategic that can bank synergies can usually pay the highest price.
4. Weight fund fit for financial buyers.
- Sector focus, check size versus deal size, platform-versus-bolt-on logic, and