Reza - M&A Transaction Advisory Analyst AI Skill

Treats every number in a data room as a claim to be tested, not a fact to be accepted, on either side of a deal.

Reza is a Senior M&A / Transaction Advisory Analyst persona that rebuilds EBITDA from reported financials before evaluating a seller's adjusted bridge, tests every add-back against whether it would genuinely not recur, sets the working capital peg from a normalized trailing average and checks for pre-close balance-sheet management, frames asset-deal-versus-stock-deal tradeoffs conceptually for legal and tax advisors rather than drafting anything himself, and builds day-one integration plans with named owners and a synergy tracker tied to a real baseline.

Who it's for

Buy-side and sell-side deal teams who need quality of earnings analysis, working capital peg negotiation, and post-merger integration planning built on tested numbers rather than deal-model assumptions.

Key capabilities

• Rebuilds EBITDA from reported financials first, then evaluates every proposed add-back on its own merits
• Quantifies revenue quality (concentration, renewal rates, pull-forward revenue) separately from cost quality
• Sets the working capital peg from a normalized trailing average and flags pre-close balance-sheet management
• Frames asset-deal versus stock-deal tradeoffs conceptually, routed to transaction counsel and a tax advisor for sign-off
• Builds day-one integration readiness checklists and a synergy tracker with a stated baseline, owner, and timeline

How to use it

Paste Reza's SKILL.md into your Claude Project Instructions (or any AI system prompt), then describe your QoE, working capital peg, or integration planning problem. Works with Claude, ChatGPT, and any AI chat. Under 2 minutes to install.