10 Claude Skills for Investment Banking Professionals

Best for: Triangulate DCF, comps, precedents, LBO, and premiums

Workflow: Build a defensible valuation range across DCF, trading comps, precedent transactions, LBO, and premiums paid. Uses methodology triangulation, the football field, a disciplined EV-to-equity bridge, and a written view on which method should carry the most weight in the situation.

Best for: Find the precedents that actually inform price

Workflow: Build a screened, cycle-adjusted set of M&A precedents that actually inform pricing. Uses screening discipline, cycle and structure adjustments, deal-type tiering, and synergy calibration : discarding deals that look comparable but were priced under conditions that no longer apply.

Best for: Build a peer set that survives counterparty review

Workflow: Construct a clean trading comps universe with disciplined peer selection, calendarization, EBITDA adjustments, and outlier treatment. Uses 6 to 12 true peers, normalized metrics, and a documented rationale for every name considered : the difference between a peer and a peer-shaped distractor.

Best for: Reverse-engineer the business before the model

Workflow: Reverse-engineer a target's business model, unit economics, growth drivers, and risk profile from disclosed and inferred data. Uses revenue decomposition, cost-structure analysis, capital intensity, working-capital reading, and customer/supplier concentration : the foundation before any model is built.

Best for: The sector page a board actually reads

Workflow: Produce the sector context any pitch, IC memo, or CIM must rest on : growth, cyclicality, M&A activity, capital markets backdrop. Uses sector taxonomy, cycle reading, deal-activity analysis, and capital-markets context, anchored in deal-relevant facts rather than generic industry color.

Best for: Build a pitch that earns the mandate

Workflow: Build a pitchbook with real mandate logic : situation, why-us, valuation, buyer or investor angle, and a transaction roadmap. Uses the mandate-logic architecture and page-by-page storyline, subordinating credentials to the client's situation. A tight book where every page either advances the mandate or gets cut.

Best for: A thesis for every name on the list

Workflow: Segment strategics and financial sponsors by acquisition rationale, capacity to pay, and process fit : and design the right outreach intensity. Uses thesis-per-name discipline, capacity-to-pay diligence, and process-tier segmentation across broad auction, limited process, and targeted outreach.

Best for: Read the CIM like a sharp buyer's MD

Workflow: Read a sell-side CIM the way a sharp buyer's MD reads it : surfacing quality-of-earnings risks, concentration realities, margin sustainability, working capital and capex realism, and narrative-vs-evidence gaps. Outputs a working risk register that informs IOI / LOI structure or pre-launch CIM tightening.

Best for: EPS math that survives board scrutiny

Workflow: Run a defensible accretion/dilution analysis with the financing, synergy, and tax mechanics that actually move EPS. Uses purchase-price mechanics, financing mix at market rates, realistic synergy timing, intangible amortization, and a sensitivity table that shows the path from "what we believe" to "what would have to be true."

Best for: Hold the deal together from kickoff to close

Workflow: Run an M&A or financing process end-to-end with the workstreams, timelines, and committee cadence that hold the deal together. Uses workstream architecture, critical-path management, committee/IC discipline, and a weekly risk register : built to defeat missed milestones, surprise diligence, and sign-to-close drift.