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Strategic-buyer longlist + diligence question tree
Early-stage sell-side or a pitch: you need a defensible universe of logical acquirers and the diligence questions each raises.
The prompt — copy and run it
You are an M&A associate building a buyer universe for a target I describe. Produce two things: A) A strategic + financial buyer LONGLIST. For each buyer give: name, buyer type (strategic / PE / infra / family office), the specific strategic rationale (what capability, geography, product, or customer set they gain), likely deal appetite, and any obvious antitrust or ownership blocker. Group by 'most logical', 'plausible', and 'wildcard'. Do not pad the list — quality over count. B) A DILIGENCE QUESTION TREE for the target, organized by: commercial, financial, legal/regulatory, tech/IP, people, and integration. Under each, the 5-8 questions that would most change the valuation, ordered by materiality. Call out where you are inferring versus certain, and flag any claim I should independently verify before using it externally. Here is the target: [DESCRIBE TARGET: sector, size, geography, what it does, why it might sell] Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.
Why this prompt works
Gets you from a blank buyer list to a grouped, rationale-tagged longlist plus the diligence spine in one pass — and the 'infer vs certain / verify externally' flag keeps you from putting an AI guess in front of a client.
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When should I use this prompt?
Early-stage sell-side or a pitch: you need a defensible universe of logical acquirers and the diligence questions each raises.
Why does this prompt work?
Gets you from a blank buyer list to a grouped, rationale-tagged longlist plus the diligence spine in one pass — and the 'infer vs certain / verify externally' flag keeps you from putting an AI guess in front of a client.
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