ProXreach
Free · 9 modules · 36 agents · copy & run

The #1 M&A bank wins on execution. Here is that execution as a Claude engine.

Houlihan Lokey completed 458 M&A transactions in 2025. We mapped the entire lifecycle, first meeting to integration, into 9 modules and 36 Claude agents, so a 5-person boutique can run the process of a full bulge-bracket deal team.

Browse the 9 modules ↓ Download the playbook (.txt)
458
M&A transactions completed in 2025
691
sponsors hired them in 5 years
~$12.9B
capital raised in 2025
1,170
fairness opinions since 2001

Houlihan Lokey figures as cited in the original post. ProXreach is not affiliated with Houlihan Lokey.

Setup · about 3 minutes

Set it up once, run it on every mandate.

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

1

Create a Claude Project

Name it “M&A Engine”. One project per firm, not per deal.

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 be put 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. Fairness opinions are issued only through your firm's opinion committee.
  • 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, 5 professionals]
SECTOR FOCUS: [e.g. business services, industrial tech, healthcare services]
DEAL SIZE RANGE: [e.g. $10M to $150M enterprise value]
GEOGRAPHY: [e.g. US and Canada]
TYPICAL CLIENTS: [e.g. founder-owned companies and PE-backed portfolio companies]
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]
COMPLIANCE NOTES: [e.g. broker-dealer affiliation, approval rules for external documents, data handling policy]

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]
MODULE 01 · 4 AGENTS

Origination & Mandate Win

The stage where 691 sponsors hired Houlihan Lokey in 5 years.

Spot sellers before the bake-off starts, then walk into the pitch with a book, a fee proposal and an engagement letter ready to sign.

01SELLER SIGNALS

Seller Signal Scout

Scans your target list for owners who are likely to transact in the next 12 to 24 months and ranks who to call first.

02BUILD PITCH BOOK

Pitch Book Builder

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

03FEE PROPOSAL

Fee Proposal Architect

Builds a fee proposal with retainer, success fee structure and minimum fee, plus the economics at three outcome scenarios.

04ENGAGEMENT LETTER

Engagement Letter Drafter

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

MODULE 02 · 4 AGENTS

Readiness & Valuation

The same rigor behind their 50+ years of valuation work.

Get the numbers buyer-proof before the market sees them: normalized EBITDA, QoE prep and a triangulated valuation range.

05NORMALIZE EBITDA

EBITDA Normalizer

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

06QOE PREP

QoE Prep Agent

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

07RUN DCF

DCF Builder

Builds a discounted cash flow with a defensible WACC, terminal value cross-checks and sensitivity tables.

08LBO AND COMPS

LBO & Comps Triangulator

Runs trading comps, precedent transactions and an LBO ability-to-pay, then builds the football field.

MODULE 03 · 4 AGENTS

Marketing Materials

The materials that won them 660+ PE clients in 5 years.

Every document a buyer sees, written in a single consistent story: teaser, CIM, management presentation and process letter.

09WRITE TEASER

Teaser Writer

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

10DRAFT CIM

CIM Drafter

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

11MANAGEMENT PRESENTATION

Management Presentation Builder

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

12PROCESS LETTER

Process Letter Drafter

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

MODULE 04 · 4 AGENTS

Buyer Universe & Outreach

Like their team covering 2,000+ sponsor relationships.

Build the right buyer list, reach every name with the right angle and never lose track of an NDA.

13MAP STRATEGICS

Strategic Buyer Mapper

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

14MAP SPONSORS

Sponsor Buyer Mapper

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

15SEND TEASERS

Teaser Outreach Sequencer

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

16TRACK NDAS

NDA Tracker

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

MODULE 05 · 4 AGENTS

Process & Bids

At the firm ranked #1 for PE with 286 deals.

Run management meetings that build tension, then compare every IOI and LOI on value and certainty, not just the headline number.

17PREP MANAGEMENT MEETING

Management Meeting Prep

Builds a buyer-specific brief for every management meeting so the team knows what each buyer cares about.

18COMPARE IOIS

IOI Comparator

Normalizes every first round indication of interest into one comparison so you pick who goes to round two.

19SCORE LOIS

LOI Scorer

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

20PROCESS TIMELINE

Process Timeline Manager

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

MODULE 06 · 4 AGENTS

Due Diligence

The work behind 200+ PE-backed deals they closed in 2025.

Keep the data room clean, answer every buyer question fast and consistently, and find red flags before a buyer does.

21INDEX DATA ROOM

Data Room Indexer

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

22ANSWER BUYER QA

Buyer Q&A Responder

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

23RED FLAG SCAN

Red Flag Scanner

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

24DILIGENCE TRACKER

Diligence Tracker

Tracks every buyer's diligence progress and predicts who is ready to sign and who is stalling.

MODULE 07 · 4 AGENTS

Structuring, Financing & Approvals

Like the team that raised ~$12.9B in 2025.

Model the terms that move proceeds, package the deal for lenders and map every approval before it becomes a closing delay.

25MODEL EARNOUT

Earnout & Rollover Modeler

Models earnout payouts and rollover equity under several scenarios so the seller sees what the deal is really worth.

26SET NWC PEG

Working Capital Peg Agent

Calculates a defensible net working capital peg and prepares the seller's position before the buyer proposes theirs.

27LENDER PACK

Lender Pack Builder

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

28MAP FILINGS

Regulatory Filing Mapper

Maps every approval and filing the deal may need and puts them on the closing timeline.

MODULE 08 · 4 AGENTS

Fairness Opinion & Closing

The practice where they lead with 1,170 opinions since 2001.

Prepare the analysis behind a fairness opinion, then get to close with a funds flow and checklist that leave nothing to chance.

29FAIRNESS ANALYSIS

Fairness Analysis Builder

Prepares the financial analysis package that supports a fairness opinion review.

30FUNDS FLOW

Funds Flow Memo Builder

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

31CLOSING CHECKLIST

Closing Checklist Manager

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

32BOARD DECK

Board Approval Deck

Builds the board or special committee presentation that walks directors through the process and the recommended deal.

MODULE 09 · 4 AGENTS

Post-Merger Integration

So every deal lands as cleanly as their 458 did in 2025.

The deal is not done at close. Plan the first 100 days, track every synergy and keep people and customers on side.

33100 DAY PLAN

100-Day Plan Builder

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

34TRACK SYNERGIES

Synergy Tracker

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

35DAY ONE COMMS

Day One Communications

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

36INTEGRATION RISKS

Integration Risk Monitor

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

Run order

First meeting to integration, in order.

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

01Origination & Mandate Win→02Readiness & Valuation→03Marketing Materials→04Buyer Universe & Outreach→05Process & Bids→06Due Diligence→07Structuring, Financing & Approvals→08Fairness Opinion & Closing→09Post-Merger Integration
Distribution 101 for Dealmakers

Get the next engine before it goes public.

A free, bi-weekly newsletter on how dealmakers turn LinkedIn into a deal flow and capital machine. Systems, prompts and playbooks like this one.

Get the FREE Systems →