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From investment-banking
Tracks A-share sell-side M&A and deal pipeline with structured milestones, deadlines, and action items. Activates on deal-related queries in Chinese or English.
How this skill is triggered — by the user, by Claude, or both
Slash command
/investment-banking:china-deal-trackerThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Track **A股投行交易/并购进度** with structured milestone tracking, deadline management, and action item follow-up.
Track A股投行交易/并购进度 with structured milestone tracking, deadline management, and action item follow-up.
Deal setup template:
{
"deal_name": "[Target] 股权转让",
"deal_type": "股权收购 / 资产收购 / 吸收合并 / 借壳",
"target": "[Company name] ([Ticker])",
"industry": "[Industry]",
"mandate_date": "[Date]",
"expected_close": "[Date]",
"deal_size": "XX亿",
"status": "Active / On hold / Completed / Terminated"
}
Standard A-share M&A milestones:
| # | Milestone | Typical Duration | Dependencies |
|---|---|---|---|
| 1 | 委托签约 (Mandate signing) | Day 0 | Client agreement |
| 2 | Teaser 制作 | 3-5 days | Information gathering |
| 3 | 买方筛选 (Buyer screening) | 1-2 weeks | IOI responses |
| 4 | NDA 签署 | 1-3 days | Buyer identification |
| 5 | 管理层会议 (Management meeting) | Week 3-4 | Buyer shortlist |
| 6 | 尽调 (Due diligence) | 2-4 weeks | Data room access |
| 7 | 投标 (Bid submission) | Week 6-8 | DD complete |
| 8 | 谈判 (Negotiation) | 2-4 weeks | Best bid selection |
| 9 | 排他 (Exclusivity) | 2-4 weeks | Term sheet signed |
| 10 | SPA 签署 (Signing) | 4-8 weeks | Approvals obtained |
| 11 | 监管审批 (Regulatory approval) | 1-6 months | Filing complete |
| 12 | 交割 (Closing) | Day 0 of closing | All CPs satisfied |
Action item format:
| # | Action | Owner | Deadline | Status | Notes |
|---|---|---|---|---|---|
| 1 | 制作Teaser | [Name] | [Date] | In progress | |
| 2 | 买方联系 | [Name] | [Date] | Not started | 3 target buyers |
| 3 | 管理层会议安排 | [Name] | [Date] | Pending | 需确认日期 |
Standard status format:
【[Deal Name]】周报 [YYYY-MM-DD]
一、本周进展
- [Milestone 1]: [Status update]
- [Milestone 2]: [Status update]
二、下周计划
- [Action 1]
- [Action 2]
三、风险与问题
- [Issue 1]: [Mitigation]
- [Issue 2]: [Escalation needed?]
四、时间表更新
[Updated timeline if changed]
Critical deadlines to track:
| Deadline | Alert Level | Action Required |
|---|---|---|
| IOI submission | High | Confirm receipt |
| FBO submission | High | Final review |
| Management meeting | High | Preparation, logistics |
| Regulatory filing | Critical | Prepare documents |
| SPA signing | Critical | Final terms |
| Closing | Critical | Coordination |
Deal pipeline summary:
| Deal | Stage | Size | Expected Close | Probability | Next Action |
|---|---|---|---|---|---|
| Factor | Impact |
|---|---|
| 反垄断审查 | Can add 60-180 days |
| 国有股权转让 | Requires 评估 and 产权交易所 |
| 外资安全审查 | 30-60 days if foreign buyer |
| 行业准入 | Sector-specific approvals |
| Issue | Typical Impact | Mitigation |
|---|---|---|
| 监管审批延迟 | +30-90 days | Early filing, engage regulators |
| 管理层分歧 | +2-4 weeks | Alignment meetings |
| 买方尽调问题 | +1-2 weeks | Data room preparation |
| 估值差距 | +2-4 weeks | Advisor mediation |
| 审批机关反馈 | Variable | Proactive engagement |
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npx claudepluginhub jwangkun/claude-for-financial-services-cn --plugin investment-banking