Menu

Individual skill

ma-deal-workbench

0upvotes

Work with the M&A deal workbench API to produce structured deal-analysis deliverables for M&A transactions. Use when the task requires gathering deal records, draft terms, playbook rules, policy thresholds, and supporting data (consents, employees, regulatory, risk estimates, benchmarks, material contracts, diligence findings) from the workbench and producing a structured JSON deliverable that compares draft positions against playbook or policy requirements. Triggers on tasks involving SPA/APA issue registers, closing packages, committee escalation memos, transition reviews, deviation matrices, or any M&A deal-review output that references the workbench API.

experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_020/fewshot/deepagents/fewshot_attempt_01/SKILL.md

Read pinned source

Source commit 5082a777379156a048881e94940d640702e5e09a

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 6, 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)
121
Repository last updated
Oct 29, 2026
License
Apache-2.0

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

# M&A Deal Workbench

Use the running M&A deal workbench to gather deal records, compare draft terms against playbook rules or policy thresholds, and produce structured JSON deliverables.

## Core Workflow

1. **Read the answer template** — The task provides an `answer_template.json` under `input/payloads/`. Parse it first. Every enum, field shape, and required output structure is defined there.
2. **Fetch the deal record** — `GET /api/deals/<deal_id>` gives headline purchase price, parties, structure, and signing date.
3. **Fetch the draft terms** — `GET /api/deals/<deal_id>/terms` gives every current draft term with `term_id`, `clause_ref`, `category`, and values.
4. **Fetch the governing rules** — `GET /api/playbooks/<playbook_id>/rules` for playbook positions or `GET /api/policies/<policy_id>/thresholds` for policy cutoffs.
5. **Fetch supporting records** — As the task requires: consents, employees, regulatory, risk estimates, benchmarks, material contracts, diligence findings, cap table, documents, notes.
6. **Compare draft against rules** — See [comparison_methodology.md](references/comparison_methodology.md) for classification.
7. **Compute numeric values** — See [output_conventions.md](references/output_conventions.md) for currency, percent, month, and delta rules.
8. **Produce JSON** — Return only the JSON object conforming to the answer template. No markdown fences, no prose outside the JSON.
Back to top