16/41 runs · avg score 68%
Cross-benchmark category
M&A Legal Due Diligence
Compare AI agent runs for M&A Legal Due Diligence: prompts, scores, grades, and public traces. This page showcases APEX-Agents tasks that test whether AI agents can perform M&A legal diligence across transaction documents, HSR considerations, approval requirements, and deal risk allocation.
M&A diligence automationHSR filings, transaction documents, deal risk allocation
159Tasks
71Primary
1Benchmarks
Published model evidence
A quick view of shareable runs in this category. Open task and trace pages for the prompt, response, files, and grading details.
58/159 runs · avg score 52%
26/79 runs · avg score 58%
52/159 runs · avg score 49%
50/158 runs · avg score 48%
49/159 runs · avg score 43%
Primary tasks
71 tasks with this category as their main focus.
For each of the four competitor firms use use our financial dataset for 2016 - 2025 to calculate the average customer acquisition cost (US$) for 2016-24 and identify the competitor with the highest ch…
To better understand the market dynamics, the client wants to analyze customer engagement with the mobile app features. Use the feature dataset for competitors from 2016-24 to calculate the following …
Can you use the files on Deal Win Rate Target and the transaction history in Brightpath Deal Transactions to determine the Implied Deal Volume required to reach the Expansion target share of revenue f…
For 2024 Won/Upsold deals with NCV ≥ 50k, determine the policy-friction risk per deal as NCV × Discount × tier multiplier × tier PFI, where tier PFI is the benchmark mix-weighted sum of Software Custo…
I would like to analyze the current proportion of Brightpath Churn and Annual Recurring Revenue. 1. Based on the ARR from the discount approval file and the Churned ARR from customer segmentation fi…
Use the churn and WinLoss data, and assume the following: - Competitor Loss Ratio = (Total Contract Value of Lost deals/Total Contract Value of all deals) - If competitor-lost deal value exceeds the…
Calculate and report the following metrics: 1. The Overall Vitamins Purchase Intent Score for each buyer segment. 2. The buyer segment with the highest average purchase intent score for Vitamins 3. Th…
Create a new slide pptx, summarizing the comparable SaaS deals' target company name, purchase price, ARR, and ARR multiple. Include all targets for which we have an individual case study and use only…
The LATAM market customer count is expected to continue growing at its 2024-2025B CAGR. Complisure could capture a quarter to half of the two largest LatAm players’ latest share of customers if they w…
If competitors continue growing by their 2021-2024 revenue CAGR, while their operating margin % stays flat from 2025, which players will have better operating income than CompliSure by 2030? How much …
Can you use the customer usage and customer contracts files to state the impact on ARR and the new ARR if Complisure switches to the attached usage-based pricing model? Treat the payment discounts fr…
Based on the attached table, with the asking price for each company, which competitors would have a higher 2024 ARR multiple than CompliSure even if their SMB customer count declined by 75%? State the…
We need additional analysis for 2025 cost per activated member (CPAM) under 3 scenarios. I want you to edit the PnL workstream draft deck with this new information you'll calculate--> the 2025 CPAM ($…
We anticipate the following developments in 2026: 1) Market growth is forecast to stall to 0% over 2025 market size (per our latest 5 year forecast, which also includes all required CompliSure financ…
Estimate and provide the Manufacturing SOM for CompliSure for the year 2035. Use the 2025-29 CAGR from the manufacturing SAM forecast in the vertical deep-dive manufacturing report as a constant annua…
Calculate overall customer sentiment score using the customer surveys. For each section, compute the section sentiment score as the simple average of the available question-level scores within that se…
One of CompliSure’s primary competitors, TrainIQ, is expected to lose a portion of its market share. Use the estimates provided by each research firm (A, B, C), provided in the attached report, as sep…
Based on the attached findings from the top 3 research firms, what is CompliSure’s expected revenue ($M) in 2030 for each scenario? For each scenario, please assume that the overall market size in 20…
Output two values for me: 1. The implied share price using the Gordon growth method 2. The implied share price using the exit multiple approach You will need to update the DCF model with the followin…
What is the EV and implied share price of CNS in the DCF model using both Gordon growth model and exit multiple approach if each business segment grows as outlined below over the projection period of …
To evaluate where economic value is created in the BBDC & TPVG merger, use the comps and merger models to build a four step value creation bridge. Write your reply to me here. Set the merger model to…
Solventum (SOLV) announced a $2.0 billion strategic expansion funded with 70% debt and 30% equity, which caused its share price to increase by 5% relative to the closing price on 11/18/2025. Using the…
Perform a value-creation analysis based on scenario 1 using the accretion dilution model to assess whether Scenario 1 creates or destroys value for 3M Shareholders. Assumptions: 1. 3M Levered Beta is…
Re-evaluate market entry priorities using the revised weightings for Buyer Profile Score. Identify the Top 3 Markets with the highest Revised Buyer Profile Score under the revised weighting methodolo…
Analyse category consumption patterns and market penetration using the Category Penetration Score methodology for PureLife’s portfolio strategy. Present the cumulative penetration score for each cate…
Using the McKinsey wellness report and our buyer profile analysis, recalculate Supplement pricing with two factors only: Vitamins and Supplements preference and increased spending. Apply as multiplie…
Using the consumer perception data and pricing details from the buyer profile, determine how many survey respondents in each market have never heard of PureLife and are willing to pay more than a 30% …
From the LBO, assume a 15% premium is offered to CNS holders and max transaction leverage of Term loan B is $1,040. What is the revised IRR and MoM for 2029E, rounded to one decimal place? Reply here.
Provide the mean implied equity value for CNS from the Comparables and Precedents using 2025E EBITDA, as well as the implied equity value from the DCF and LBO using the base DCF and assumed offer pric…
Using the LBO model calculate FY2025 interest expense and the corresponding FY2025 Adj. EBITDA / Interest Coverage ratio based on the capital structure sized at 4.5x entry gross leverage (Gross Debt /…
Using the LBO model, what would the revenue growth % in 2025E have to be to yield an IRR of 20.0% in 2029E? Round to 2 decimal places. Reply to me in here please.
Using the precedents and DCF analysis calculate an implied share price for CNS to 2 decimal places. Exclude transactions where the target had <$90 B in AUM. Using the forward EBITDA from the DCF, assu…
Your task is to evaluate the impact of financing constraints on Project Vanguard's take-private economics and develop a revised LBO case reflecting a capped leverage scenario using the LBO model. • T…
Please calculate the DCF value per share applying the midyear convention. Keep all other assumptions the same in the existing model. Provide your answer right here, rounded to the nearest cent
Using the merger model, assume BBDC's share price falls by 15% after deal announcement but before the new share issuance to TPVG shareholders. Using the 9M TTM 2025 financial account, calculate the re…
Evaluate acquisition of WhiteHorse Finance (WHF) by editing the ‘Target-TPVG’ tab in merger model using WHF’s 2024 financials. Use a share price of $7.20 (as of 11/26/2025). Output two sensitivity an…
Using the comps file, refine the BBDC peer set and rebuild the valuation range as of 18 Nov 2025. Use operating data for the 9M to end of 2025Q3 to derive implied prices. 1. Exclude all peers with AU…
Assume that TVPG raised additional $70 million mezzanine capital ($30 million - equity capital raise from it's current shareholders at a discounted issue price of $6.0 per share and $40 million - debt…
Assume BBDC's share to fall by 5% and TPVG's share rose by 12% post-deal and pre-issuance. The final proposed ownership split is BBDC - 75% and TPVG - 25%, maintain other assumptions constant. Creat…
Using the merger model, recalculate the post-deal pro forma balance sheet in the “Post-Deal Proforma” tab under the following assumptions: - 50% cash consideration - 20% of balance sheet cash is used …
Assume that TVPG raised additional $70 million mezzanine capital ($30 million - equity capital raise from it's current shareholders at a discounted issue price of $6.0 per share and $40 million - debt…
Recalculate "Additional paid-in capital" that factors in share buy-back of 10 million shares by BBDC. Print the answer as a reply to me here. Assume that the transaction was financed using cash on th…
Consider FDUS as a potential target, use the last 6-month median share price as of 11/19/2025 in the FDUS file and the Nine Months Ended September 30 account from the FDUS 9/30 10Q. Your task is to ca…
Calculate the accretion / dilution of both BBDC and TVPG shareholders, sensitized for different Cash consideration and Bid Premium. Edit the existing merger model and add two sensitivity analyses: on…
Use the BBDC valuation model as a template and a prepare a full valuation of SLR INVESTMENT CORP. (SLRC) as of FY 2024. - Use the median of peer trading multiples - Retrieve the SLRC’s required data f…
Evaluate the sensitivity of EPS impact to synergies and cost of new debt for the acquisition of SOLV by MMM using the accretion dilution model. Create a new tab in the file, with a table to show EPS …
Using the merger model and 0000066740-25-000089, please calculate: 1. The Number of Shares Repurchased. 2. The Revised Enterprise Value. 3. The Revised EV/EBITDA multiple for 3M. 4. The Revised P/E ra…
Run a single downside scenario where all modeled sensitivity factors receive a 20% shock, in the direction that would adversely impact IRR. What would the new IRR & Sponsor Equity Value be? Use the LB…
Please assess the impact of reducing the entry premium by 5% and illustrate the potential impact on the deal return. Use the LBO model. 1. Reduce the deal premium by 5%, from 35% to 30%. 2. Reduce t…
Assess how much certain business drivers must move to bring IRR below 20%. The stock price has fallen to $87.00. Use the LBO model for the info. 1. Find the critical point (percentages to 2 decimal …
Update the LBO analysis tab "Copy of LBO". It needs to include a single potential add on acquisition in FY2027E. Assess the impacts on the 5-year LBO analysis. Use SOFR actual data. Add to that tab, t…
Update the LBO model to include an incentive payment structure of PLTF management post-transaction. Assess the impacts on the 5-year LBO analysis. Management is eligible for these payments each year …
Output the year 5 Equity Value to Sponsors and IRR (with a 5 year exit). From the existing LBO model, update values to both a 20% equity rollover from existing shareholders and a 10% management option…
Use the LBO analysis, update it to assume that Planet Fitness stock option tranches outstanding. I want to see the Year 5 IRR, flexing premium paid and exit multiple. # Assumptions -All options are v…
Assume that Muskrat Falls Corp's (MFC) owners have decided on an LBO process. Blackstone has decided to bid for the business via its infrastructure fund. Please calculate Blackstone's "ability to pay"…
Use the valuation model, updating the 'Per Share' and 'Premium' values for the low, mid, and high cases to reflect Blackstone’s acquisition of Company X and the assumptions below. Reply back to me wi…
Calculate the incremental Enterprise Value the Gerresheimer acquisition will add to the Aptar Group. Only reference the board presentation. Assume multiples for The Aptar Group remain constant and ref…
Calculate the updated PV of FCF. Output it here. Round it to the nearest whole number, with zero decimals. Print your answer as a reply back here. Account for: 1. Identify the competitor in the compa…
Use the LBO model with the following indicative debt package to calculate these values --> then, return them back to me here 1/ Equity contribution 2/ Central case IRR 3/ Central case MOIC 4/ Exit ne…
Can you help me calculate a new implied share price, rounded to two decimal places? Return your answer to me here Update the DCF so that its 2024-2028 R&D CAGR is equal to PWSC's 2019-2023 R&D CAGR. …
Referencing the KSchool DCF, how much does the company need to increase or decrease 2023's earnings to have it's P/E ratio in 2023 equal to the sector average for communication services as of 1/1/2026…
I want to know the implied DCF share price with a revised scenario, rounded to two decimal points. Do your calculate by updating the cost of debt in the DCF model to be the average between the 1 year…
Calculate the 2027P equity value implied by the LBO output. Replace the 2027P exit EBITDA multiple with the average calculated FY2023 EV/EBITDA multiple for CHGG and LOPE. Present the result to me he…
Calculate the 2028P equity value implied by the LBO output, assuming an exit multiple of 32.0x. Present your result to me as a message in here, rounded to the nearest $ million. Use the following co…
In a hypothetical acquisition of Kenvue by Kimberly Clark (merger), at what Kimberly Clark share price would accretion for Pro Forma 2025 EPS for the combined company (Kenvue and Kimberly Clark) would…
For the Kenvue deal, please send over the below draft figures for pre-deal target multiples for FY24. Utilize potential median deal value Return to me a message with: Deal value/EBITDA, Deal value/EB…
From the figures in merger model, please recalculate the stock portion of the offering price (exchange ratio with 5 decimals) using Kimberly-Clark unadjusted closing share price at 31 Oct 25, and then…
Please calculate the implied premium / discount of the offer price as proposed to the client relative to the following KVUE share prices, using the values up to 12/08/2025: - Closing price on the fin…
KVUE's cost of debt is updated to be the risk-free rate plus 100 basis points. Reply to me with KVUE's enterprise value, rounded to the nearest whole number in millions. Use the following situation to…
If you updated the long-term growth rate in the DCF model to be the percentage increase in CPI in 2025 from January 1, 2025 to November 1, 2025, what is the updated implied share price? Also, increase…
Reply back to me with the P/E ratio for KVUE, rounded to two decimal points. Use the implied share price in the DCF model and diluted EPS from the annual financials dated 12/23/2025.
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Chasing Streams fired its entire facilities department and Head of Production before ParaZon acquired it. Sarah Rodriguez filed a Complaint on July 4, 2025 against ParaZon claiming not enough notice w…
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We will layoff our Head of Production Sarah Rodriguez as part of the upcoming merger. Please review Section IV of Sarah's layoff and WARN Notice and let me know if the language violates WARN. Answer t…
Using the discount approval logs and the KPI chart, I'd like to get one number that tells me how risky our discounting behavior is right now. Looking at deals where the final approved discount exceede…
CrowdStrike sent the attached list of historic stock transactions (note the document lists transactions for both Class A and B stocks). We need to determine if any of these people would be a part of…
Can you take a look at the two Master Supply Agreement templates (Master Supply Agreement Template.pdf ("Template1"), Master Supply Agreement 2.pdf ("Template2"))? We’re considering them for Acme (th…
If CompliSure experiences the changes outlined in the attachment starting in 2026, what is the expected impact to free cash flow in 2030? Assume Interest Expense remains the same % of EBIT, and Inco…
Assume a scenario where CompliSure can achieve best-in-class R&D rates (low) and gross margin rates based on 2024 competitor benchmarks for years 2025 through 2030, if best-in-class is better than the…
Can you please help me re-evaluate and state the adjusted 2030 net income for Complisure? The 2030 adjusted net income will be based on the three key assumptions: 1) New Sales and marketing spend, a…
Using a discounted cash flow (DCF) model, what is the implied share price under the following assumptions: - Revenue growth is 2.0 percentage points lower than the current growth rates in each year fr…
Please get the most recent financial year’s EV/FCF multiples (cutoff date 20 Dec 2025) for the public comparables, as per the slides deck, to calculate a cleaned average using the Modified z-score (Me…
Calculate the unlevered beta for Haleon (HLN) using Total Debt and Market Capitalization as of the end of FY2024. Assume 0.227 levered beta for HLN and a 21% Tax rate. Using the unlevered beta for HL…
Our client, SLL, offers discounts to senior clients who opt into receiving texts about new products and services when they apply for loans from SLL. A prospective customer, Angie, agreed to receive …
Update KVUE's share price to the closing price as of 1/5/26 and 2029E revenue growth rate to that of 2025E. What is discounted free cash flow in 2029E, including terminal value, rounded to the nearest…
We have a call tomorrow with SLL. To help me prepare, can you tell me whether SLL’s new text marketing campaign meets the strictest consent requirements of the TCPA? And is this legal standard still c…
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Senior Living Lending, Inc. ("SLL") emailed me because they are concerned that responses to their ad campaigns may fall under the Telemarketing Sales Rule (“TSR”). Can you please draft the content for…
Using the DCF calculate the implied levered FCF yield for CNS in 2030E for (1) the perpetuity growth method and (2) the exit multiple method. Assume a 10% WACC, 2% terminal growth rate, and an 11x exi…
Assume that CNS has been taken private as of the start of FY25E. The new PE owners have decided to reduce employee compensation by 50% of the value of stock-based compensation in the previous LBO fore…
Can we see what the DCF per share value is if the terminal value is based on EV / AUM of the peer set? Let's exclude AMG and JHG for purposes of this exercise. Assume that AUM grows linearly with man…
Management believes that the appropriate valuation of the DCF terminal value is the EV / mgmt. fees portfolio multiple of the asset managers peer set per the comparables analysis excluding JHG and AMG…
If BBDC was to merge with TPVG, what would be the pro forma industry exposure for Business Services (investments at fair value as a percentage of total, based on end of September 30, 2025 data)? Use…
If BBDC had effectively merged with TPVG at the end of September 2025, what would be the expected synergies (in dollars) in one and a half years post-closing? You can assume the synergies equal 10% o…
What if BBDC change target and achieve a partial merger with FIDUS Investment Corporation (FDUS) instead of TriplePoint Venture Growth BDC Corp. (TPVG)? Use the FDUS SEC filings as of Q3 2025 and Q4 …
Use "Comp Analysis – Modify" as a clean version of Comp Analysis. Replace peers WhiteHorse Finance (WHF) and TriplePoint Venture Growth BDC corps. (TPVG) and replace with SLR Investment Corp. (SLRC), …
Assume that no transaction happens with SOLV. Now, calculate the impact of a large investment in AI for MMM shareholders as an alternative capital allocation strategy using the accretion dilution mode…
Calculate the price per share that a strategic buyer would need to offer for Golden Everest to consider an acquisition instead of a REIT conversion. Reply to me here with the minimum required share pr…
Planet Fitness is considering the acquisition of 100% stake in The Gym Group and taking it private in order to expand its presence within the UK. Using GYM H1 2025 and GYM annual 2024 docs, consider…
Using the LBO analysis, conduct a Purchase Price Allocation to show the amount of pro-forma goodwill created from this transaction. Also show the allocable purchase premium. Round all monetary values …
The Private Equity Sponsor wants to extract cash via a "Dividend Recapitalization" at the end of 2027. Using the MFC model, you must size the Maximum Special Dividend the company can pay while remaini…
The current standalone DCF valuation does not include synergies. In the valuation model, re-run the analysis to include synergies, integration, and transaction costs. In the accretion dilution model p…
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Determine the effective interest rate of The Aptar Group acquiring Gerresheimer at a 35% premium. Then compare that effective interest rate to the effective interest rate of The Aptar Group as a stan…
Using KSchool's DCF, update the 2026 revenue growth rate so that the 2024-2028 Revenue CAGR is equal to INST's 2019-2023 selling and marketing expense CAGR. Then make it a 6-year projection period an…
Using the DCF model, update the equity risk premium to be the risk-free rate plus 150 basis points and the cost of debt to be the risk-free rate plus 300 basis points Output the following rounded to …
Please audit the financials of the smallest company in our Refined Comps table by market cap using only the IS, CFS, and BS from sec filings and data tools available to you. Report Adjusted EBITDA and…
Please run an upside DCF scenario for Kenvue assuming slightly better revenue growth and margins changing the following metrics: 1. Revise 2025E revenue growth rate to 2% stepping up by 0.1% per year …
Update the base-case DCF model of KVUE with U.S. total equity risk premium of 4.33%, the risk free rate with the 5-Year Treasury rate and the KVUE Close share price on 2025-12-15. Let's measure the im…
Take the average close price for KVUE for the week of 12/15/2025 to 12/19/2025, apply a 10% premium, and input that figure in the DCF model. Re-calculate both the 1) cost of equity and 2) after-tax co…
Update the DCF model with the following changes - tax rate for the entire projection period (2025E-2029E) and the WACC build is now the implied tax rate from the second quarter of 2023, calculated as …
Use the DCF model, and make the following changes: - update net sales growth rate in 2029E to be the 2023A actual figure - update long-term growth rate to the 30-year treasury rate as of 1/2/26 minus …
Replace the risk-free rate in the DCF model with the average of the 10 year and 20 year treasury rates as of 12/22/2025, and assume that the cost of debt is this average value plus 150 basis points. F…
Update the DCF model to tell us the following: - Assume operating margin % from 2025E-2029E is updated to KVUE's 2019 operating margin plus 50 basis points - Add 25 basis points to terminal growth rat…
Reply back to me with the following values: - Implied share price. - Enterprise value - % weight of PV of terminal value in the total new EV. To get to the right answer, update the WACC calculation …
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Summit filed Form 2553 (Rev B) with the Internal Revenue Service ("IRS") on February 19, 2019. Do you see any potential problems under Treasury Regulation 1.1362-6(b)? Give me your analysis back her…
Assume that the Internal Revenue Service denies relief for the transfer of shares to Carrie Canuck, an ineligible shareholder. What amount of taxes (federal plus state) would be owed by Summit Filing…
Summit Filing Solutions, Inc. bought a building in 2018 for $350k. It spent $250k on the buildout. It sold the building on June 20, 2022 for $1.2M. Review the diligence memo and current cap table. Sta…
Revise the Stock Purchase Agreement. I want you to edit the existing file. I want you to protect the Buyer given a potential $399,540 tax exposure tied to Summit’s potentially invalid S-Corp election…
Review the shareholders agreement and identify any provisions that may cause issues with Summit's S-corp status. Identify corrective procedures that may be available to Summit. Print back what you fin…
Review Summit's records to determine how Summit can correct any potential questions about the validity of its S corporation tax election. Write a tax memo and put it in a New document (docx) for me t…
We need to review Summit's historical distributions. Write me a memo analyzing whether Summit's shareholder distributions are in accordance with US tax code. Cite the exact tax code in each instance (…
On 12/1/2028 our client, Summit, informed us they received a claim from Harbor Bridge for failure to disclose a phantom stock plan during the sale transaction we helped them with back in 2025. The cla…
Review the due diligence file for Summit Filing Solutions, Inc. and identify any potential deficiencies relative to its claimed status as an S-Corporation. Draft a set of indemnities, for incorporati…
Review the due diligence file relative to the S-Corp election of Summit Filing Solutions. Determine whether the S-Corporation election was timely made, the date on which it became effective, and any …
Harbor Bridge has recently expressed concern that certain provisions of Summit's Amended and Restated Shareholder Agreement may be inconsistent with Summit's S-Corp election under 26 U.S.C. § 1361 and…
As you know, Harbor Bridge Private Equity sent initial inquiries to Summit Filing Solutions ("Summit") on matters related to Summit's S-Corp election. Laura Kensington, Summit's Acting CEO, responded…
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Post-closing, the Fire Department issued a fine for pre-completion non-compliance at one of the facilities, and the buyer paid the fine to avoid operational disruption. Take a look at the Secure Box…