ProXreach
Free · 10 layers · 52 agents · deploy in 6 min

The #1 M&A bank by deal value doesn't win on brand. It wins on execution.

Goldman Sachs advised on roughly 32% of all global M&A value last year, $1.48T, and every stage runs on a repeatable system. We mapped a Goldman deal, first pitch to integration, into 10 layers and 52 Claude agents, so a boutique bank can run the same workflow before its next pitch meeting.

Browse the 10 layers ↓ Download the playbook (.txt)
$1.48T
M&A value Goldman advised on in 2025
32%
share of all global M&A value
357
completed deals in the year
20
deals above $10B

Figures as cited in the original post, attributed to Goldman Sachs. ProXreach is not affiliated with Goldman Sachs.

Setup · about 3 minutes

Set it up once, deploy it on every mandate.

Every agent reads the same Context Document, so your firm, your fee policy and your current mandate are never re-explained.

1

Create a Claude Project

Name it “Goldman M&A OS”. One project per firm, not per mandate.

2

Fill in the Context Document

Paste it into the Project instructions. Update the Current Mandate block per deal.

3

Copy an agent, add your inputs

Paste any prompt below with the inputs it asks for. Or upload the full .txt and just type the trigger phrase.

GROUND RULES

  • Use project codenames. Follow your firm's policy on what confidential or material non-public information may go into any AI tool.
  • Every output is a draft for review by a qualified deal professional before it leaves the firm.
  • Legal documents, filings and positions are reviewed by counsel.
  • Never invent data. Unknowns are marked [NEEDS DATA], estimates are marked [ASSUMPTION].
  • No em dashes in any output.
context-document.txt
FIRM NAME: [e.g. Northbridge Partners]
FIRM TYPE: [e.g. sell-side M&A boutique, 6 professionals]
SECTOR FOCUS: [e.g. business services, industrial tech, healthcare services]
DEAL SIZE RANGE: [e.g. $20M to $300M enterprise value]
GEOGRAPHY: [e.g. US and Canada]
DEFAULT FEE POLICY: [e.g. $25K monthly retainer credited against success fee, tiered success fee, $750K minimum, 12 month tail]
CREDENTIALS YOU MAY CITE: [list of closed deals cleared for marketing use]
SPONSOR AND STRATEGIC RELATIONSHIPS: [key funds and corporates the team knows well]
EXCLUSIONS: [buyers or competitors never to contact without client approval]
HOUSE STYLE: [e.g. plain English, data-led headlines, no superlatives, no em dashes]
COMPLIANCE NOTES: [e.g. broker-dealer affiliation, approval rules for external documents]

CURRENT MANDATE (update per deal)
PROJECT CODENAME: [e.g. Project Atlas]
COMPANY DESCRIPTION: [one paragraph, no real name if confidential]
FINANCIALS: [revenue, EBITDA, growth, margins for 3 years plus TTM]
SELLER OBJECTIVES: [full exit, partial liquidity, growth capital, legacy, role post-close]
TIMING: [target launch and signing dates]
DEAL TEAM: [names and roles]
LAYER 01 · 6 AGENTS

Origination Layer

The engine behind 291 Goldman deals above $500M.

Scan owners for exit signals and score every target against your buy box before anyone else calls.

01BUILD BUY BOX

Buy Box Builder

Turns a sector thesis into a precise buy box: size, geography, deal type and hard disqualifiers.

02SCAN EXIT SIGNALS

Exit Signal Scanner

Scans a target list for succession, sponsor hold period and leadership-change signals that predict a sale.

03SCORE TARGETS

Target Scoring Engine

Scores every target in the universe against the buy box on a single comparable scale.

04BUILD MARKET MAP

Market Map Builder

Maps the full company universe in the thesis by sub-segment, size and ownership type.

05DRAFT OWNER OUTREACH

Owner Outreach Drafter

Writes the first outreach note to a scored target, referencing the actual business, not a template.

06TRACK ORIGINATION PIPELINE

Pipeline Tracker

Logs every sourced target from first signal to pitch decision, with stale deals flagged.

LAYER 02 · 5 AGENTS

Pitch & Engagement Layer

The stage where Goldman won sole adviser on the $55B EA sale.

Build the pitch book, fee proposal and engagement letter that turn a scored target into a signed mandate.

07BUILD PITCH BOOK

Pitch Book Builder

Drafts a mandate-winning pitch book: situation overview, positioning, buyer landscape and valuation perspective.

08BUILD FEE PROPOSAL

Fee Proposal Architect

Builds a fee proposal with retainer, success fee and minimum fee, modeled at three outcomes.

09DRAFT ENGAGEMENT LETTER

Engagement Letter Drafter

Drafts the engagement letter from agreed fee terms and flags every clause counsel must review.

10PLAN KICKOFF

Mandate Kickoff Planner

Builds the internal kickoff plan once a mandate is signed: workstreams, owners and the first-30-day timeline.

11WRITE DEAL MEMO

Internal Deal Memo Writer

Writes the internal memo that gets a new mandate past the firm's risk and conflicts review.

LAYER 03 · 7 AGENTS

Readiness & Valuation Layer

The rigor behind 20 Goldman deals above $10B.

Normalize EBITDA, prep the QoE and triangulate a defensible valuation before the market sees the numbers.

12NORMALIZE EBITDA

EBITDA Normalizer

Builds the adjusted EBITDA bridge, separating defensible add-backs from the ones a buyer will strip out.

13RUN QOE PREP

QoE Prep Agent

Runs a sell-side readiness review so the buyer's QoE finds nothing you did not find first.

14RUN DCF

DCF Builder

Builds a discounted cash flow with a defensible WACC and sensitivity tables.

15RUN COMPS

Comps & Precedents Analyst

Builds trading comps and precedent transaction analysis and selects a defensible range.

16RUN LBO

LBO Ability-to-Pay Modeler

Solves for the entry multiple a sponsor can pay at target returns, given leverage and exit assumptions.

17BUILD FOOTBALL FIELD

Football Field Builder

Combines every valuation method into one football field with a recommended negotiating range.

18REVIEW PROJECTIONS

Management Projection Reviewer

Stress-tests management's projections against history, peers and the macro backdrop before they go into any model.

LAYER 04 · 5 AGENTS

Documents Layer

At a bank whose AI drafts 95% of an S-1 in minutes.

Draft the teaser, CIM, management deck and process letters, all around a single consistent story.

19WRITE TEASER

Teaser Writer

Writes a blind one or two page teaser that gets NDAs signed without giving the company away.

20DRAFT CIM

CIM Drafter

Drafts the full confidential information memorandum section by section, around one clear equity story.

21BUILD MANAGEMENT DECK

Management Presentation Builder

Builds the management presentation deck and coaches each executive on what to say.

22DRAFT PROCESS LETTER

Process Letter Drafter

Drafts first and second round process letters with clear bid instructions and deadlines.

23CHECK DOCUMENT CONSISTENCY

Document Consistency Checker

Cross-checks every figure across the teaser, CIM and management deck so no two documents tell a different story.

LAYER 05 · 5 AGENTS

Buyer Universe Layer

Like Goldman running the $14.3B Juniper sale solo.

Rank every strategic and sponsor buyer by fit, reach them with the right angle, and track every NDA.

24MAP STRATEGICS

Strategic Buyer Mapper

Builds a tiered strategic buyer list with the synergy angle for each name.

25MAP SPONSORS

Sponsor Buyer Mapper

Maps private equity buyers by fund thesis, platform or add-on fit and dry powder signals.

26SEQUENCE OUTREACH

Outreach Sequencer

Writes personalized outreach for every buyer and a follow-up cadence until they sign the NDA or pass.

27TRACK NDAS

NDA Tracker

Tracks every NDA from sent to signed, logs markups and flags terms the seller should push back on.

28SCORE BUYER INTEREST

Buyer Interest Scorer

Scores every engaged buyer's real interest level from their questions, pace and data room activity.

LAYER 06 · 5 AGENTS

Process & Bids Layer

Across a pipeline like Goldman's 357 completed deals.

Run the data room, manage buyer Q&A, and compare every IOI and LOI on value and certainty, not just the headline number.

29INDEX DATA ROOM

Data Room Indexer

Builds the data room index and maps every document to the folder buyers expect, with gaps flagged.

30ANSWER BUYER QA

Buyer Q&A Responder

Drafts consistent answers to buyer diligence questions and keeps a master log so nobody gets a different answer.

31COMPARE IOIS

IOI Comparator

Normalizes every first round indication of interest into one comparison to decide who advances.

32SCORE LOIS

LOI Scorer

Compares final round LOIs on value and certainty, including the terms that quietly move money.

33MANAGE PROCESS TIMELINE

Process Timeline Manager

Builds and runs the master process calendar from launch to signing and flags slippage early.

LAYER 07 · 5 AGENTS

Diligence Layer

The depth behind Chevron's $52.3B Hess deal.

Cover financial, legal, tax and commercial red flags before a buyer finds them first.

34SCAN RED FLAGS

Red Flag Scanner

Reviews data room documents for issues buyers will use to cut price, ranked by value at risk.

35REVIEW FINANCIAL DILIGENCE

Financial Diligence Reviewer

Reviews buyer QoE findings and prepares the seller's response to each.

36TRACK LEGAL DILIGENCE

Legal Diligence Tracker

Tracks legal diligence requests and findings across corporate, litigation, IP and employment workstreams.

37REVIEW TAX STRUCTURE

Tax Structure Reviewer

Flags tax structuring issues and exposures for tax counsel to confirm before signing.

38RUN COMMERCIAL DILIGENCE

Commercial Diligence Analyst

Assesses market position, customer concentration and competitive dynamics behind the growth story.

LAYER 08 · 5 AGENTS

Structuring & Approvals Layer

The playbook behind Nippon Steel's $14.8B US Steel deal.

Model earnouts and working capital, and map every regulatory filing before it becomes a closing delay.

39MODEL EARNOUT

Earnout & Rollover Modeler

Models earnout payouts and rollover equity under several scenarios.

40SET NWC PEG

Working Capital Peg Agent

Calculates a defensible net working capital peg before the buyer proposes theirs.

41BUILD LENDER PACK

Lender Pack Builder

Prepares the financing package: credit story, debt capacity and lender target list.

42MAP FILINGS

Regulatory Filing Mapper

Maps every approval and filing the deal may need, flagged for counsel.

43TRACK SPA MARKUP

Purchase Agreement Markup Tracker

Tracks every round of purchase agreement markups and summarizes what moved for the deal team.

LAYER 09 · 5 AGENTS

Closing Layer

Closing out a year with 33% of all completed deal value.

Track the SPA, the funds flow and the closing checklist so nothing is a surprise on the last day.

44MANAGE CLOSING CHECKLIST

Closing Checklist Manager

Builds and runs the closing checklist so every signature, consent and deliverable is in place.

45BUILD FUNDS FLOW

Funds Flow Memo Builder

Builds the funds flow memo from purchase price to every wire at closing, reconciled to the penny.

46TRACK CONDITIONS PRECEDENT

Conditions Precedent Tracker

Tracks every condition to closing and its current status across both parties.

47COORDINATE DISCLOSURE SCHEDULES

Disclosure Schedule Coordinator

Coordinates the drafting and cross-checking of disclosure schedules against the purchase agreement representations.

48COORDINATE SIGN-TO-CLOSE

Post-Signing to Close Coordinator

Manages the gap between signing and closing: interim covenants, approvals and pre-closing deliverables.

LAYER 10 · 4 AGENTS

Integration Layer

The same discipline behind DuPont's $20.3B Qnity spinout.

The deal is not done at close. Build the 100-day plan and track every synergy to realized value.

49BUILD 100 DAY PLAN

100-Day Plan Builder

Builds the 100-day integration plan with workstreams, owners, milestones and quick wins.

50TRACK SYNERGIES

Synergy Tracker

Turns synergy targets into tracked initiatives with owners, timing and realized versus planned value.

51DRAFT DAY ONE COMMS

Day One Communications Drafter

Drafts every Day 1 message: employees, customers, suppliers and partners, in the right order.

52MONITOR INTEGRATION RISK

Integration Risk Monitor

Monitors people, customer and operational risks after close and raises alerts before they cost value.

Run order

First pitch to integration, in order.

Each layer hands its output to the next, so the numbers in your CIM match your valuation, your LOI scoring and your funds flow.

01Origination Layer→02Pitch & Engagement Layer→03Readiness & Valuation Layer→04Documents Layer→05Buyer Universe Layer→06Process & Bids Layer→07Diligence Layer→08Structuring & Approvals Layer→09Closing Layer→10Integration Layer
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