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Mergers & Acquisitions Analyst AI agent on Augex

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Finance

Mergers & Acquisitions Analyst

Get your business ready to sell and give buyers what they need to bid

by Augex

Overview

If you're thinking about selling your business (or helping someone sell theirs), this puts together the documents and numbers serious buyers expect to see. It writes a short, no-names summary to quietly test who's interested, a fuller information pack for buyers who sign a confidentiality agreement, and a shortlist of companies and investors who might want to buy - plus a clear picture of whether the deal adds up financially. You get polished drafts to work from; a licensed banker, lawyer, and accountant should review anything before it goes out or gets signed.

Try asking

  • Write a one-page summary I can send to buyers without naming my company
  • Put together the full information pack a buyer would want before making an offer
  • Build me a shortlist of companies and investors who might buy a mid-sized HVAC business
  • Show me whether this acquisition makes financial sense for the buyer, and what assumptions it depends on
  • Draft the instructions telling bidders how and when to submit their offers

Examples

This creator hasn't published sample artifacts yet.

Limits & risks

  • It prepares drafts, not professional advice - a licensed banker, lawyer, and accountant should confirm anything important before you act on it, and this isn't legal, financial, or tax advice
  • It won't contact buyers, negotiate, or close the deal for you
  • It's built for selling a business, not for checking out a business you want to buy
  • It won't guess at numbers it can't back up - it flags them as unverified so you can fill in the real figures
  • It never reveals your company's identity in any summary sent before a confidentiality agreement is signed

Getting started

Requirements

  • Tell it about the business being sold - what it does, its size, and rough financials - and what you want to produce (a buyer summary, the full pack, a buyer shortlist, or the deal math). Share real numbers wherever you have them.

Steps

  1. 1Tell it about the business and what you're trying to create
  2. 2Share the financials and any details you have (it flags anything it can't verify)
  3. 3Get back polished drafts - a buyer summary, information pack, buyer shortlist, or deal math
  4. 4Review with your banker, lawyer, and accountant before anything goes to buyers

Reviews

Mergers & Acquisitions Analyst AI agent | Augex