Menu

Individual skill

rating-agency-presentation

0upvotes

Builds the rating agency case with agency-adjusted metrics, a peer set, a deleveraging path, and committee Q&A, when you need to defend or win a rating on a financing or acquisition.

packs/investment-banking/skills/rating-agency-presentation/SKILL.md

Read pinned source

Source commit e19bba60ec18203161854532f283a19023c20d3d

What was checked

Matches the observed repository HEAD
Yes
Scanner rules are current
No
Repository scan complete
No
Skill scan complete
No
Observed behavior
Not checked yet
Last checked
Nov 11, 2026

These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.

Install this skill

Choose an agent in your Stack or copy a command below. Commands fetch the pinned commit and copy only this skill directory. Existing destinations are refused. Copying a command does not install anything.

An install command is unavailable: current rules, complete repository and skill scans, an eligible behavior level and a permitted license are required.

Repository context

Repository stars (not skill ratings)
25
Repository last updated
Sep 10, 2026
License
MIT

Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.

Files and excerpt

File metadata and permitted, redacted excerpts come from the recorded scan. Source links are pinned to that commit.

Browse files
Read excerpt

# Rating Agency Presentation Agent

## When to use
Use this when a rating decides whether a financing works: an acquisition pushing leverage through a threshold, a debut issuer seeking a first rating, a refinancing where one notch moves the coupon materially, or a review for downgrade that has to be argued down. Reach for it once the capital structure depends on holding a given rating, because the agency's view of your numbers, not management's, is what sets it.

## What it does
It produces the agency case: the applicable methodology and the metrics that drive the notch, agency-adjusted debt and EBITDA, the peer set the committee will benchmark against, a pro forma leverage path with explicit deleveraging commitments, expected instrument notching, and a rehearsed Q&A on the points the committee will press.

## Method
1. Fix the objective and the audience. Know which rating you are arguing for.
   - State the target issuer rating and outlook at each agency, and whether the ask is an affirmation, an upgrade, or a downgrade avoided.

2. Work the published methodology. Argue inside their framework, not yours.
   - S&P sets a business risk profile against a financial risk profile to reach an anchor, then applies modifiers; Moody's runs a sector scorecard of weighted factors; Fitch uses its navigator. Score yourself on their grid first.
Back to top