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 M&A Analysis, Structured

M&A Targeting Prompts

Two prompts. Full M&A picture.

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Features List

2

Platform-Optimised Prompts

6

Analysis Steps per Prompt

7

Structured Output Deliverables

Why Corporate Development and M&A Teams Use These Prompts

End-to-End in Two Prompts

One prompt for ChatGPT, one for Manus AI — each covering the full M&A targeting process from thesis and guardrails through valuation and term sheet. Fill in your industry, geography, and financial parameters, then run. No piecemeal prompting required.

8-Step Analytical Framework

Both prompts follow the same structured framework: thesis and guardrails, target universe, pre-screen and ranking, commercial due diligence, financial quality, synergy sizing, risk assessment, and valuation. Every phase is documented so nothing is skipped.

7 CFO-Ready Output Deliverables

Each prompt specifies the exact outputs required: target universe table, weighted shortlist scorecard, commercial DD pack, financial DD pack, synergy model, risk register, and valuation pack. You define the format at the start, so the AI builds toward each deliverable from the first response.

Manus AI for Deep Research

The Manus AI prompt is built for Manus's autonomous research capabilities. It runs multi-source web research, compiles market reports, and returns a structured analysis document without you needing to manage the search process step by step.

Guardrails That Keep It Real

Both prompts include financial guardrails: revenue range, EBITDA margin threshold, leverage headroom, return hurdle, and no-go criteria. The AI is anchored to your actual deal parameters from the start, not generic sector commentary.

What's Inside the Free Download

  • ChatGPT Prompt Template (PDF)

    A fill-in-the-blanks prompt for ChatGPT's agent mode. Covers all 8 analysis steps and specifies 7 required outputs. Fill in your industry, geography, deal thesis, financial guardrails, and exclusions, then run in a ChatGPT session with web search enabled.

  • Manus AI Prompt Template (PDF)

    A structured prompt for Manus AI's autonomous research agent. Uses the Four T's strategic framework (Territory, Technology, Talent, Total Addressable Market) and 7-phase analysis structure. Covers 7 phases including cultural and talent assessment alongside the financial and strategic dimensions.

ChatGPT vs. Manus AI — How the Two Prompts Diffe

Dimension: Best for

ChatGPT Prompt: Interactive multi-turn M&A research with a CFO advisor framing

Manus AI Prompt: Autonomous end-to-end research with minimal manual input

Dimension: Framework

ChatGPT Prompt: 8-step playbook: thesis through valuation and deal terms

Manus AI Prompt: 7-phase analysis: strategic fit through market and competitive landscape

Dimension: Strategic lens

ChatGPT Prompt: Financial guardrails: revenue range, EBITDA margin, leverage, return hurdle

Manus AI Prompt: Four T's Framework: Territory, Technology, Talent, TAM

Dimension: Output format

ChatGPT Prompt: 7 structured deliverables named upfront; AI builds toward each

Manus AI Prompt: 4 report sections: executive summary, target analysis, market report, roadmap

Dimension: Risk coverage

ChatGPT Prompt: Commercial DD pack: GRR, NRR, customer concentration, CAC/LTV, pricing power

Manus AI Prompt: Financial health benchmark: growth rates, cash flow, valuation multiples

Dimension: Risk coverage

ChatGPT Prompt: Legal, regulatory, privacy/cyber, MFN clauses, change-of-control triggers

Manus AI Prompt: Industry-specific risks, key person dependency, competitive threats

Dimension: Valuation output

ChatGPT Prompt: DCF, trading comps, precedent transactions, earn-out structures, WC pegs

Manus AI Prompt: Industry multiples, deal structure optimisation, tax efficiency, earnouts

Dimension: When to use each

ChatGPT Prompt: Use for focused deal work where you manage the conversation and review each step

Manus AI Prompt: Use when you want a single comprehensive research document without managing steps

The 6-Stage Due Diligence Process

Stage Activities Output Timeline
1. Initiation Business unit submits request; determine preliminary risk tier DD Request Form with initial tier classification Day 1
2. Scoping Set assessment depth based on risk tier and data classification Scope Document confirming required documents and review team Days 2-3
3. Information Collect vendor documentation; send questionnaire; chase missing items Vendor Package with all submitted documentation Days 4-14
4. Assessment Domain experts review; calculate TCI score across 3 components; identify gaps Completed Assessment Template (Part B) with TCI score and findings Days 15-21
5. Recommendation AI Risk Officer makes Buy/Hold/No-Buy recommendation with written rationale Recommendation Report with TCI classification and conditions Days 22-25
6. Approval Tier-appropriate approval authority signs off; contract finalization proceeds Approval Record filed in vendor registry; next reassessment date set Days 26-30

Common Questions

Two Prompts. A Full M&A Target Analysis. Free.

Updated for 2026. ChatGPT and Manus AI versions included — fill in your parameters and run.

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