Competitor Ma Analysis

Competitor M&A Analysis

When to Activate

Trigger when user asks about: competitor acquisition opportunity, "BlackRock European division", divisional sale, strategic M&A, "model acquiring [target]"

5-Step Workflow

Step 1: Search for News

Tool: search_external_docs

Query: "[Competitor] [division] sale acquisition"

Extract: News context, timing, reported details

Step 2: Get Geographic/Segment Revenue Data

Tool: sec_segments_analyzer (CRITICAL: NOT financial_analyzer)

Query: "[Competitor] revenue by geography" or "[Competitor] European revenue by year"

Extract: Regional revenue, breakdown, trend over years

NOTE: This is the primary tool for divisional/regional financial data. financial_analyzer only has consolidated totals.

Step 3: Get Total Company Context

Tool: financial_analyzer

Query: "[Competitor] total revenue net income"

Extract: Overall company size for context

Step 4: Run M&A Simulation

Tool: ma_simulation

Inputs: target_aum (estimate from segment data), target_revenue (from sec_segments_analyzer), cost_synergy_pct

Extract: EPS accretion, synergies, risk assessment

Step 5: Synthesise

• Summarise opportunity (from news)
• Present REGIONAL financial metrics (from sec_segments_analyzer)
• Compare to total company size (from financial_analyzer)
• Show M&A simulation results
• Provide strategic recommendation

Strategic Memo Format

If user requests a memo:

1. Executive Summary (key finding)
2. Background (context)
3. Key Findings (data points)
4. Financial Impact (simulation results)
5. Recommendation
6. Next Steps

Stopping Points

• After Step 2 (segment data gathered): confirm target division and financial scope with user
• After Step 4 (M&A simulation complete): present deal summary for approval before drafting memo

Output

A strategic M&A analysis memo following the Strategic Memo Format above, with simulation results and recommendation.