← ClaudeAtlas

investment-bankinglisted

Local, edition-agnostic investment-banking / event-analysis methodology playbook for AlphaCouncil's ib_event_analysis role (and any M&A, ECM, debt, buyback, or strategic-transaction question). On Codex this replaces or supplements the curated remote @investment-banking workflow; on Claude Code it IS the workflow (driven by WebSearch + WebFetch). No financial-data API or vendor key required.
Zhao73/alphacouncil-agent · ★ 3 · AI & Automation · score 71
Install: claude install-skill Zhao73/alphacouncil-agent
# Investment Banking — Event Analysis (bundled playbook) This skill lets AlphaCouncil analyze corporate transactions and banking events **without** depending on Codex's curated remote `@investment-banking` plugin. Runnable method with gates, evidence via `WebSearch` + `WebFetch`. > Educational/research only. Not investment advice, not a solicitation. Report missing data honestly. ## When to use For the `ib_event_analysis` role, or whenever the request involves a deal/transaction: M&A, equity issuance (ECM/secondary/ATM), debt issuance/refinancing, buyback/dividend, spin-off/divestiture, or a strategic transaction (e.g. major supply/partnership terms). Return the standard evidence packet; keep JSON field names in English, prose in the user's language. ## Deal taxonomy → what to extract - **M&A** — acquirer/target, consideration (cash/stock/mix), price + premium to unaffected, structure, financing, expected synergies, accretion/dilution, conditions, regulatory/antitrust path, break fee, expected close. - **ECM** — offering size, type (primary/secondary/ATM/convertible), price/discount, dilution %, use of proceeds, lockups, underwriters. - **Debt** — size, tenor, coupon/spread, secured/unsecured, use of proceeds (refi vs growth), covenant and maturity-wall impact, rating action. - **Buyback / dividend** — authorization size vs market cap, pace, funding source, signal vs dilution offset, capital-allocation tradeoff. - **Spin-off / divestiture** — perimeter, ration