M&A Modelling Templates
Production-ready Excel model specs for the most common deal scenarios. Each template opens directly in Excel Intelligence (M&A Modelling mode) with the full prompt pre-loaded — Claude generates the complete model structure, formulas, and assumption challenges in one shot.
How to use: click Open in Excel Intelligence on any template to launch
/excel/ with the M&A mode pre-selected and the full template prompt ready to run. Or click the copy icon to grab the prompt and paste it into any Claude-powered tool. Templates draw on the same domain prompts as the M&A Modelling mode in Excel Intelligence — IC-grade rigour with Romanian deal context (CIT, WHT, IFRS 3 vs OMFP 1802).
Consulting / M&A — Due Diligence Activation
T-053 · live for validation
CLA M&A is mapped to its real service lines. Each is a scanner-first stack built from the actual CLA report templates and the Big-4 partner redline — no invented format. The automated quality gate is shipped and proven; the data-fill drafter is the next, connector-gated phase.
Stream 1 · Tax DD
Tax-exposure scanner on internal Tax methodology. Template + redline in place. Validation owner: Raluca Neamțu.
Stream 2 · Financial DD
Quality-of-Earnings scanner — reuses the proven CFO-variance engine. Closest to shippable. Validation owner: Laurentiu Vasile.
Stream 3 · Legal DD
Same pattern, pending the real LDD template. Action: Diana Dragodan to provide the Legal DD template.
What's shipped — the DD pre-issuance gate
A deterministic gate runs the 15–25-item manual Senior-Manager/Partner pre-issuance checklist automatically: it blocks a deck while unresolved placeholders, lorem-ipsum, prior-engagement leakage, Tax↔Financial cross-contamination, blank "CLA Romania view" boxes, unresolved EXTENSIVE/LIMITED, default charts or empty Conclusions remain. Run blind on the real Financial & Tax decks, it independently reproduced the exact defects the Managing Partner had marked by hand.
The gate is a quality filter, not sign-off. Partner review stays mandatory — a client acting on a DD in a transaction under the CLA name is CLA's liability. The gate removes the mechanical failures so the partner reviews judgement, not typos.
Your validation steps
- ›Raluca Neamțu — review the gate's Tax DD findings vs your Big-4 tax standard; flag what a tax partner checks that the gate does not yet (exposure quantification, SPA-clause logic, statute of limitation).
- ›Laurentiu Vasile — review the Financial DD findings vs your financial-rigour standard (QoE / EBITDA bridge / Net Debt / NWC normalisation / Closing Accounts).
- ›Diana Dragodan — provide the real Legal DD (LDD) template so the identical pattern extends to the third stream (reply with it, or a SharePoint M&A Templates folder).