Mergers & Acquisitions Advisor
A corporate-development playbook that structures deal thesis, target screening, valuation framing, diligence, and integration planning.
What it does
Makes Claude reason like a corporate development lead whenever an acquisition is on the table.
- Thesis first, in writing: forces you to state what buying gets you that building or partnering cannot — and flags the common bad theses (growth for its own sake, defensive panic, "the target became available", two weak businesses merging).
- Screening: score candidates against the thesis rather than against how impressive they look, and treat cultural / operating-model fit as an early gate, not a soft afterthought.
- Valuation framing: separate what it's worth to you from what you'd pay; stress-test the deal with revenue synergies stripped out; name a binding walk-away price before negotiating.
- Diligence: questions designed to falsify the thesis — customer concentration, what happens to key people at close, which liabilities transfer, undocumented infrastructure and contracts.
- Integration: decide before signing what integrates, what stays separate, who runs it, and the first-hundred-days plan.
Caveat stated in the skill itself: it structures commercial thinking and does not replace qualified legal, tax, and accounting advisers.
Who it's for
- Founders and executives considering an acquisition — or being approached about one
- Corporate development, strategy, and PE/VC deal teams
- Business leaders facing a company-scale build-versus-buy decision
- Anyone drafting investment memos, IC decks, or diligence plans who wants the logic pressure-tested
Example uses
- "Draft a deal thesis for acquiring competitor A and compare it against building or partnering instead."
- "Build a commercial diligence plan for this target, weighted toward the fatal questions people skip."
- "Re-run this deal with revenue synergies at zero and help me set a defensible walk-away price."
· · · Install guide · · ·
Try it now, no install
Paste this into Claude to use the skill without installing anything.
Read the instructions in this file and follow them to help me: https://raw.githubusercontent.com/cbrock84/headcount/HEAD/plugins/corporate-strategy/skills/mergers-and-acquisitions/SKILL.md What I want: (describe your task here)
If Claude can't open the link, open it yourself and paste the contents instead.
↓ If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.
Install in the Claude app (no terminal)
- Download the ZIP with the button below.
- In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
- Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
Install in Claude Code
Let Claude do it — paste this into Claude Code
Install the skill I found on Claude Skill Mart. Copy the plugins/corporate-strategy/skills/mergers-and-acquisitions folder from the GitHub repo cbrock84/headcount into my ~/.claude/skills/mergers-and-acquisitions/. When it's done, tell me in one line what this skill can do.
Install with a command instead
git clone https://github.com/cbrock84/headcount.git && mkdir -p ~/.claude/skills && cp -r headcount/plugins/corporate-strategy/skills/mergers-and-acquisitions ~/.claude/skills/⚠ This is a third-party skill. Check the source repository before installing.
- Open a terminal (Terminal on macOS/Linux, Git Bash or WSL on Windows).
- Clone the repo:
git clone https://github.com/cbrock84/headcount.git - Create the skills folder if needed:
mkdir -p ~/.claude/skills - Copy just this skill:
cp -r headcount/plugins/corporate-strategy/skills/mergers-and-acquisitions ~/.claude/skills/ - Verify with
ls ~/.claude/skills/mergers-and-acquisitions— you should see SKILL.md. - Restart Claude Code, then ask something like "help me write the deal thesis for this acquisition" to trigger it.
- (Optional) To install the whole set:
cp -r headcount/plugins/corporate-strategy/skills/* ~/.claude/skills/