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buyer-targetinglisted

Builds a tiered list of strategic and financial buyers with fit rationale to focus a sell-side outreach effort.
andreworia/claude-finance-skills · ★ 2 · AI & Automation · score 75
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