ma-transaction-summary

name	ma-transaction-summary
title	M&A Transaction Summary
description	Generates structured M&A transaction summaries from deal documents. Triggers when the user needs to summarize a merger, acquisition, asset purchase, stock purchase, or divestiture, or when preparing board-level deal overviews from definitive agreements and due diligence materials.
author	CaseMark
author_url	https://github.com/CaseMark/skills/tree/main/skills/legal/ma-transaction-summary
license	Apache-2.0
version	0.1.0
execution_mode	open
jurisdiction	general
practice	corporate
language	en
tags	["summarization","summary","transactional"]

M&A Transaction Summary

Produces a stakeholder-ready reference summarizing a completed or pending M&A transaction for executives, board members, investors, and employees.

Prerequisites

1. Definitive agreement — purchase agreement, merger agreement, or term sheet
2. Due diligence reports — financial, legal, IP, HR, environmental, tax
3. Financial materials — models, fairness opinions, pro forma projections
4. Integration plan — if available
5. Board materials — presentations, resolutions, approvals

Quick Start

1. Collect definitive agreement and all available DD reports
2. Walk through each output section below, extracting from source documents
3. Cross-reference all figures, dates, and defined terms against the definitive agreement
4. Flag incomplete workstreams and open items with risk allocation
5. Apply confidentiality legends and version control before distribution

Output Sections

1. Executive Overview (2 paragraphs max)

Element	Detail
Parties	Buyer, seller, co-investors
Structure	Asset purchase / stock purchase / merger / other
Total consideration	Cash, stock, earnouts, deferred — with amounts
Expected closing	Date or timeline
Strategic rationale	One-sentence thesis

2. Deal Structure & Terms

• Transaction form and rationale (tax, regulatory, liability)
• Purchase price breakdown:

Component	Detail
Cash at close	Amount
Stock consideration	Exchange ratio, collar, valuation method
Earnouts	Metrics, measurement periods, caps
Escrow/holdbacks	Amount, release schedule, claims process
Working capital adjustment	Mechanism, target, true-up timeline

• Assumed vs. excluded liabilities
• Deferred or contingent payment mechanics

3. Due Diligence Findings

Per workstream, capture: (a) findings supporting thesis, (b) material concerns, (c) mitigation in deal docs.