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
LBO Model Walkthrough
Reza builds or reviews a leveraged buyout model step by step and runs it on QoE-tested numbers, so you can see what the diligence findings do to returns.
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Inputs tagged by source: normalized EBITDA, debt-like items, NWC peg and run-rate capex from diligence; debt terms from the lender's term sheet, never assumed
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Full mechanics: sources and uses, projections, free cash flow, debt schedule with cash sweep and a circularity switch, exit value, MOIC and IRR
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Returns attribution: EBITDA growth, multiple change, debt paydown and fees, tied to the total equity gain
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Diligence sensitivities: seller case vs QoE case at the same price, entry vs exit multiple, plus a seven-point model review checklist
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.