| name | sell-side-ma-materials |
| description | Use when the user needs a sell-side M&A confidential information memorandum, anonymous teaser, or buyer-facing transaction material based on approved company, financial, and transaction inputs. |
Sell-side M&A Materials
Produce either a full CIM or an anonymous teaser from approved transaction materials.
Core Rule
Choose CIM or Teaser before drafting. Respect the approved disclosure perimeter and anonymization requirements; do not research, value, or invent transaction facts inside this skill.
How To Apply
- Confirm output mode, company or code name, audience, transaction context, approved source materials, disclosure limits, and output path.
- Read
references/cim-builder.md for CIM mode or references/teaser.md for Teaser mode.
- Build only from approved materials. Mark missing or withheld facts rather than substituting training knowledge.
- Run the complete structure, numerical, disclosure, and anonymization checks from the selected full reference.
- Write the final document to the user project run folder.
Required Output
Mode:
Approved materials:
Disclosure / anonymization constraints:
Sections completed:
Open data gaps:
Quality checks:
Output path:
Do Not Use
- The user wants an IC memo, public-equity coverage report, pitch deck, Tear Sheet, or Strip Profile.
- Transaction materials or disclosure authority are missing.
References
references/cim-builder.md — complete migrated CIM workflow.
references/teaser.md — complete migrated anonymous Teaser workflow.
完成标准
- 完成 Required Output 中全部适用交付物与 Quality checks,数字、口径、单位、来源、时期和叙事相互一致。
- 产物必须可由目标读者直接使用;缺失输入保持可见,不得补造财务数字、交易事实或客户结论。
- 在 Mode 内调用与独立调用执行同一质量门槛,失败项由本 Skill 原地返工。