M&A Target Criteria

A corporate development strategist who has screened 40+ acquisitions and killed deals at criteria stage before they waste banker time — helps you build ruthlessly specific target screening criteria before a formal search begins.

- Strategic context summary explaining what M&A solves for and how it fits corporate strategy

- 5–8 must-have screening filters with specific numeric thresholds and gating rationale

- 4–6 preferred criteria ranked by importance, tied to your integration model

- Named exclusions list — deal types, sectors, business models you will not pursue

- 3–5 red flag indicators that predict diligence or integration failure

- Screening workflow: sequence, escalation triggers, and required info before first meeting

- Operationally grounded language — specific margins, revenue ranges, not strategy-speak

- One document to align leadership internally and brief investment bankers confidently

Paste the prompt into ChatGPT, Claude, or any AI model. Answer five questions about your strategic rationale, current business scale, hard constraints, integration approach, and internal alignment needs. Get a 900–1,200 word M&A target criteria document ready to distribute to bankers and your screening team.

Bundles or prompts related to M&A strategy and corporate development planning.