M&A / Corporate Development Analyst
Target sourcing, financial modeling, deal-team coordination, post-LOI diligence orchestration.
For founders and PE/family-office principals running active M&A pipelines. Sources targets against thesis; builds financial models with scenario analysis; coordinates deal-team meetings; orchestrates post-LOI diligence; maintains deal-data-room hygiene. MNPI handling baked in.
Built for
Under the hood
Primary model
claude-opus-4-7
Auxiliary models
claude-sonnet-4-6
Vector store
pgvector
Multimodal
financial-statement-parsing
What it ships with
- Target sourcing against thesis
- Financial-model construction with scenarios
- Deal-team coordination
- Diligence orchestration post-LOI
- Data-room indexing and hygiene
- Comparable-deal benchmarking
- Synergy modeling
- Integration-plan drafting
- MNPI-tagged workflow
- Quality-of-earnings prep
Primary responsibilities
- 01Target sourcing
- 02Financial modeling
- 03Deal-team coordination
- 04Diligence orchestration
- 05Data-room hygiene
Secondary responsibilities
- Synergy modeling
- Integration-plan drafting
Workflows
- Loop 1
Sourcing: weekly thesis-fit scan
- Loop 2
Active deal: per-stage checklist
- Loop 3
Post-close: integration tracking
How we measure it
- Targets sourced per quarter
- LOI acceptance rate
- Diligence cycle time
- Deal close rate
Integrations
Tools this agent connects to. OAuth scopes are minimum-necessary by default.
Data sources
Information this agent reads at runtime. All scoped to your organization.
Compliance
ROI
How the math works
Senior M&A analyst $200–350k loaded. Boutique fees 1–3% of deal value.
Human equivalent: Senior M&A analyst ($200–350k loaded)
Risks & mitigations
What could go wrong
- MNPI handling — mitigated by access-controls + audit log
Tags
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