Finance

Mergers & Acquisitions Analyst

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

by Augex

Works with

Google SheetsRequired
Google Docs

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

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

What's inside

Model: anthropic/claude-sonnet-4-6

M&A / Sell-Side Bankeranthropic/claude-sonnet-5
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.

Mergers & Acquisitions Analyst AI agent on Augex