M&A Triage Analyzer

Session Tracking

Use ${CLAUDE_SESSION_ID} to track triage analyses for audit purposes:

# Save triage results with session tracking
TRIAGE_OUTPUT="triage_${CLAUDE_SESSION_ID}.json"
echo '{"session": "${CLAUDE_SESSION_ID}", "company": "...", "score": N}' > "$TRIAGE_OUTPUT"

Name

M&A Triage Analyzer

Description

Analyzes M&A opportunities and scores them 0-10 against Nuvini's investment criteria. This skill evaluates potential acquisitions across four key dimensions: financial health, business model quality, market position, and strategic fit with the existing portfolio.

When to Use This Skill

Invoke this skill when you need to:

• •Evaluate a potential acquisition target for initial screening
• •Score a deal against investment criteria
• •Identify red flags and strengths in an M&A opportunity
• •Determine if a deal should proceed to financial modeling
• •Compare multiple acquisition opportunities
• •Generate a triage report for investment committee

Required Inputs

At minimum, you need:

• •Company name
• •Revenue (annual, in millions BRL)
• •EBITDA (in millions BRL)

Optional Inputs

For more accurate analysis, provide:

• •Revenue growth rate (%)
• •EBITDA margin (%)
• •Recurring revenue percentage
• •Annual churn rate (%)
• •Customer count
• •Geographic location
• •Business model (SaaS, Software, B2B)
• •Market vertical (tax_tech, optical, government, etc.)
• •Team size
• •Founding year

Output

The skill provides:

• •Overall Score (0-10 scale)
• •Recommendation (PROCEED/REVIEW/REJECT)
• •Scoring Breakdown by category:
  • •Financial Health (0-35 points)
  • •Business Model (0-25 points)
  • •Market Position (0-20 points)
  • •Strategic Fit (0-20 points)
• •Strengths - Key positive factors
• •Weaknesses - Areas of concern
• •Red Flags - Disqualifying issues
• •Strategic Fit - Portfolio synergies assessment
• •Next Steps - Recommended actions

Scoring Criteria

Financial Health (35 points)

• •EBITDA Margin (15 points)
  • •≥40%: 15 points
  • •≥30%: 10 points
  • •≥20%: 5 points
• •Revenue Growth (10 points)
  • •≥30%: 10 points
  • •≥20%: 7 points
  • •≥10%: 3 points
• •Cash Conversion (10 points)
  • •≥80%: 10 points
  • •≥60%: 7 points

Business Model (25 points)

• •Recurring Revenue (10 points)
  • •≥95%: 10 points
  • •≥80%: 7 points
  • •<80%: 3 points
• •Churn Rate (10 points)
  • •<5%: 10 points
  • •≤8%: 7 points
• •Customer Base (5 points)
  • •

    500: 5 points

  • •

    100: 3 points

Market Position (20 points)

• •Identified vertical focus (8 points)
• •Market leadership indicators (7 points)
• •Large customer base (5 points)

Strategic Fit (20 points)

• •Portfolio synergies (10 points)
• •Integration complexity (5 points)
• •Scale potential (5 points)

Red Flags (Auto-Disqualifiers)

• •Not a SaaS/Software business
• •Not Brazil-focused
• •EBITDA below R$5M or above R$100M
• •Churn rate > 15%
• •Cash conversion < 60%

Implementation

Python Module: /Volumes/AI/Code/MNA/nuvini-ma-system-complete/triage-analyzer/scripts/triage_analyzer.py

Invoke through:

1. •MCP Server (Recommended): Use mcp__nuvini-mna__triage_deal tool
2. •Direct Python: Import and call TriageAnalyzer class
3. •CLI: Run as command-line tool

Claude Code Integration

When this skill is invoked in Claude Code, use the Read, Grep, and Bash tools to:

1. •Locate or gather company financial data
2. •Call the MCP tool mcp__nuvini-mna__triage_deal with the parameters
3. •Save results with session tracking: triage_${CLAUDE_SESSION_ID}.json
4. •Present the results to the user with clear recommendations

Session Tracking

Use ${CLAUDE_SESSION_ID} for output files to track analysis sessions:

# Save triage results with session ID
OUTPUT_FILE="triage_results_${CLAUDE_SESSION_ID}.json"
echo "$TRIAGE_JSON" > "$OUTPUT_FILE"

# Generate report with session reference
REPORT_FILE="triage_report_${CLAUDE_SESSION_ID}.md"

This enables:

• •Tracking multiple deal analyses in the same workspace
• •Cross-referencing with proposals and analyses
• •Audit trail for investment decisions

Examples

Example 1: Complete Triage

User: Analyze TechBrasil for acquisition:
- Revenue: R$50M
- EBITDA: R$15M
- Growth: 25% YoY
- SaaS model, tax tech vertical