M&A Triage Analyzer

Current Environment

•Recent deals: !ls ~/deals/ 2>/dev/null | tail -5 || echo "No deals directory found"

Session Tracking

Use ${CLAUDE_SESSION_ID} to track analysis across sessions for comprehensive deal tracking.

Organizing Multiple Document Extractions

When triaging a deal involves multiple data sources (CIMs, financial statements, pitch decks), organize extractions by session:

bash

# Create session-specific directories for triage inputs
DEAL_DIR="deals/${COMPANY_NAME}/sessions/${CLAUDE_SESSION_ID}"
mkdir -p "$DEAL_DIR/sources"

# Store all source documents and extractions
cp CIM.pdf "$DEAL_DIR/sources/"
cp financials.xlsx "$DEAL_DIR/sources/"

# Tag triage output with session ID
TRIAGE_OUTPUT="$DEAL_DIR/triage_${CLAUDE_SESSION_ID}.json"

Cross-Referencing with Proposals and Analyses

Link triage sessions with downstream proposal and investment analysis workflows:

bash

# Include session reference in triage output for traceability
cat > "$TRIAGE_OUTPUT" << EOF
{
  "session_id": "${CLAUDE_SESSION_ID}",
  "timestamp": "$(date -u +%Y-%m-%dT%H:%M:%SZ)",
  "company": "${COMPANY_NAME}",
  "score": 8.2,
  "recommendation": "PROCEED",
  "next_session_type": "proposal",
  "related_sessions": {
    "cim_extraction": "<extraction_session_id>",
    "financial_review": "<review_session_id>"
  }
}
EOF

# Reference triage session when generating proposal
/mna proposal --triage-session ${CLAUDE_SESSION_ID}

Audit Trail for Due Diligence

Maintain complete audit trails for investment committee review and compliance:

bash

# Create audit log for all triage activities
AUDIT_LOG="deals/${COMPANY_NAME}/audit_trail.log"

# Log triage decision with full context
echo "[$(date -u +%Y-%m-%dT%H:%M:%SZ)] SESSION=${CLAUDE_SESSION_ID} ACTION=triage_initiated COMPANY=${COMPANY_NAME}" >> "$AUDIT_LOG"
echo "[$(date -u +%Y-%m-%dT%H:%M:%SZ)] SESSION=${CLAUDE_SESSION_ID} ACTION=data_sources SOURCES=[CIM.pdf,financials.xlsx]" >> "$AUDIT_LOG"
echo "[$(date -u +%Y-%m-%dT%H:%M:%SZ)] SESSION=${CLAUDE_SESSION_ID} ACTION=triage_complete SCORE=8.2 RECOMMENDATION=PROCEED" >> "$AUDIT_LOG"
echo "[$(date -u +%Y-%m-%dT%H:%M:%SZ)] SESSION=${CLAUDE_SESSION_ID} ACTION=handoff NEXT_PHASE=proposal NEXT_SESSION=<proposal_session_id>" >> "$AUDIT_LOG"

Benefits

•Reproducibility: Recreate any triage analysis from session artifacts
•Compliance: Full audit trail for investment committee due diligence
•Team collaboration: Share session IDs across team members
•Multi-source tracking: Link all document extractions to their triage context

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:

•MCP Server (Recommended): Use mcp__nuvini-mna__triage_deal tool
•Direct Python: Import and call TriageAnalyzer class
•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:

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

Session Tracking Integration

Always use ${CLAUDE_SESSION_ID} for output files. See the Session Tracking section above for complete documentation on:

•Organizing multiple document extractions per deal
•Cross-referencing extraction sessions with triage/proposals
•Audit trail for due diligence work

Examples

Example 1: Complete Triage

code

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