M&A Due Diligence

# M&A Due Diligence — AI-Augmented Assessment

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Install skill "M&A Due Diligence" with this command: npx skills add 1kalin/afrexai-ma-diligence

M&A Due Diligence — AI-Augmented Assessment

Run a structured due diligence analysis on any acquisition target. Covers financial, operational, technology, legal, cultural, and AI/automation readiness dimensions.

When to Use

  • Evaluating an acquisition target
  • Preparing sell-side due diligence materials
  • Assessing a merger partner
  • Running post-LOI deep dive
  • Investor or board due diligence request

How to Use

Tell your agent: "Run M&A due diligence on [Company Name]" or "Prepare due diligence for acquiring [target]."

The agent will walk through each dimension below and produce a scored assessment with red flags, deal-breakers, and a go/no-go recommendation.

Due Diligence Framework

1. Financial Health (Weight: 30%)

Revenue Quality Score (0-100)

FactorWeightCheck
Revenue concentration25%Top client <15% of revenue = green, >30% = red
Recurring vs one-time25%>70% recurring = green, <40% = red
Revenue growth trend20%3-year CAGR >15% = green, declining = red
Gross margin15%>60% SaaS / >40% services = green
Cash conversion15%Operating cash flow / EBITDA >80% = green

Financial Red Flags

  • Revenue recognized before delivery
  • Related-party transactions >5% of revenue
  • Working capital deteriorating quarter-over-quarter
  • Customer acquisition cost (CAC) payback >18 months
  • Deferred revenue declining while bookings "grow"
  • Off-balance-sheet liabilities or operating leases hiding debt

Valuation Sanity Check

MetricHealthy RangeDanger Zone
EV/Revenue3-8x (SaaS), 1-3x (services)>15x without hypergrowth
EV/EBITDA10-20x>30x
Price/FCF15-25x>40x or negative FCF
Net debt/EBITDA<2x>4x

2. Technology & Product (Weight: 20%)

Tech Stack Assessment

  • Architecture: Monolith vs microservices vs serverless
  • Technical debt score: deployment frequency, change failure rate, MTTR
  • Security posture: SOC 2, ISO 27001, penetration test recency
  • Scalability: Can 10x current load without rewrite?
  • AI/Agent readiness: API-first? Automation potential?
  • IP ownership: Clean IP assignments from all contributors?

Product-Market Fit Signals

  • Net Revenue Retention >110% = strong PMF
  • Logo churn <5% annually = healthy
  • NPS >40 = good, >60 = excellent
  • Organic growth % of total = true demand signal

3. Legal & Compliance (Weight: 15%)

Legal Checklist

  • Pending or threatened litigation
  • IP infringement claims or risk
  • Data privacy compliance (GDPR, CCPA, HIPAA)
  • Employment law compliance (contractor misclassification)
  • Environmental liabilities
  • Tax compliance and audit history
  • Change-of-control clauses in key contracts
  • Non-compete/non-solicit enforceability

Regulatory Risk Score

  • Industry-specific regulations mapped
  • Compliance cost as % of revenue
  • Pending regulatory changes that could impact operations

4. Operational Excellence (Weight: 15%)

Operations Scorecard

AreaGreenYellowRed
Employee turnover<15%15-25%>25%
Key person dependencyDistributedSome concentrationSingle point of failure
Process documentationComprehensivePartialTribal knowledge
Vendor concentrationDiversified2-3 criticalSingle vendor lock-in
Customer support quality<2hr response, >90% CSAT4-8hr, >80% CSAT>24hr, <70% CSAT

5. Cultural & People (Weight: 10%)

Integration Risk Assessment

  • Leadership alignment on vision and values
  • Compensation structure compatibility
  • Remote/hybrid/office culture match
  • Decision-making style (flat vs hierarchical)
  • Glassdoor/Blind sentiment analysis
  • Key employee retention risk (flight risk score)

Retention Package Benchmarks

Role LevelRetention PeriodTypical Package
C-Suite12-24 months1-2x base + equity acceleration
VP/Director12-18 months0.5-1x base + equity
Key IC6-12 monthsSpot bonus + equity refresh

6. AI & Automation Readiness (Weight: 10%)

Agent-Era Value Score

  • Data quality and accessibility (structured, labeled, API-accessible?)
  • Process automation potential (which workflows can agents run?)
  • AI talent on team (ML engineers, data scientists, prompt engineers)
  • Existing AI/ML models or IP
  • Competitive moat from proprietary data or models

Post-Acquisition AI Uplift Estimate

DepartmentAutomation PotentialAnnual Savings
Customer Support40-60% ticket deflection$120K-$400K
Sales Operations30-50% pipeline automation$80K-$200K
Finance/Accounting50-70% reconciliation$60K-$150K
HR/Recruiting40-60% screening$50K-$120K
Legal/Compliance30-40% contract review$40K-$100K

Scoring & Output

Overall Deal Score (0-100)

  • 80-100: Strong buy — proceed to LOI/definitive agreement
  • 60-79: Conditional — address specific risks before proceeding
  • 40-59: Caution — significant risk areas need resolution
  • 0-39: Walk away — deal-breakers present

Deal-Breaker Triggers (auto-fail regardless of score)

  • Undisclosed material litigation
  • Revenue fraud or restatement risk
  • Key customer representing >40% revenue with no contract
  • Unresolvable IP ownership dispute
  • Regulatory action that could shut down operations
  • Key founder/employee departure with no retention agreement

Output Template

# M&A Due Diligence Report: [Target Company]
Date: [YYYY-MM-DD]
Prepared for: [Acquirer]

## Executive Summary
- Overall Score: [X/100]
- Recommendation: [BUY / CONDITIONAL / WALK]
- Key Strengths: [3 bullets]
- Critical Risks: [3 bullets]
- Estimated Integration Cost: $[X]
- Post-Acquisition AI Uplift: $[X]/year

## Detailed Scores
| Dimension | Score | Weight | Weighted |
|-----------|-------|--------|----------|
| Financial Health | /100 | 30% | |
| Technology & Product | /100 | 20% | |
| Legal & Compliance | /100 | 15% | |
| Operational Excellence | /100 | 15% | |
| Cultural & People | /100 | 10% | |
| AI & Automation Readiness | /100 | 10% | |
| **Overall** | | | **/100** |

## Red Flags
[Numbered list with severity and mitigation]

## Integration Roadmap
- Day 1-30: [Quick wins]
- Day 31-90: [System integration]
- Day 91-180: [Full operational merge]
- Day 181-365: [Optimization and AI deployment]

## Recommended Next Steps
[3-5 specific actions]

2026 Benchmarks

M&A Market Context

  • Average SaaS acquisition multiple: 6-10x ARR (down from 15-20x in 2021)
  • Due diligence period: 60-90 days (accelerating with AI tools)
  • Integration failure rate: 70-90% of M&As fail to deliver expected value
  • #1 reason for failure: Cultural mismatch and poor integration planning
  • AI-ready targets command 15-25% premium over comparable non-AI companies

What's Changed in 2026

  • AI/agent readiness is now a core valuation driver
  • Data assets valued separately (proprietary training data = moat)
  • Per-seat SaaS revenue declining — usage-based models preferred
  • Remote-first companies easier to integrate (no office consolidation)
  • Regulatory complexity increasing (EU AI Act, state privacy laws)

Get the Full Industry Pack

This skill gives you the framework. For deep industry-specific due diligence benchmarks, financial models, and competitive intelligence templates:

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