Post-Acquisition Value Creation Planner
Turn post-close growth, cost, and operating initiatives into an actionable EBITDA bridge and 100-day plan.
The skill provides a planning framework and declares no external tools, credentials, or automatic execution, while the repository states that outputs require human review. However, it does not specify data flows, sensitive financial-data handling, user confirmation, permission boundaries, or rollback, so points are deducted.
The workflow is internally coherent across baseline assessment, levers, EBITDA bridge, 100-day plan, KPI dashboard, and outputs. It lacks abnormal-input handling, failure feedback, dependency notes, and skill-specific key-path tests, so the static score is limited.
The name, target scenarios, trigger phrases, subject matter, and intended outputs are reasonably clear for post-acquisition execution, operating-partner materials, and board roadmaps. Non-fit boundaries, industry variation, Chinese-language support, and environment constraints are not specified, so points are deducted.
The document has clear workflow layering, templates, and important notes; the README provides repository installation guidance and command mapping, and the repository declares an Apache-2.0 license. The skill lacks its own version, changelog, maintenance owner, update path, finished examples, and FAQ, so points are deducted.
It can directly serve as an outline for a value-creation plan, including an EBITDA bridge, 100-day plan, KPI dashboard, and accountability framework. The requested Word, PowerPoint, and Excel outputs lack generation procedures, calculation validation, and representative finished outputs, leaving substantial completion and review work.
Evidence consists of revision-pinned source material, the repository README, the Apache-2.0 license, and general CI and secret-scanning workflows. There are no skill-specific tests, third-party execution results, or corroborating evidence types, so the conclusion remains primarily a static document assessment.
- The workflow may involve sensitive company, employee, customer, and financial data, but provides no data-minimization, confidentiality, or access-control guidance.
- EBITDA impacts, targets, timelines, and add-on M&A assumptions require validation by the user, management, and qualified advisers; blank template fields are not a validated model.
- The document suggests employment actions, compensation changes, and cost reductions without defining approval, compliance review, stakeholder confirmation, or rollback procedures.
- Chinese-language output conventions and dependency reachability from mainland-China networks are not documented.
What does this skill do, and when should you use it?
This skill is designed for private-equity post-acquisition execution. It starts with a baseline of revenue, EBITDA, margins, organizational capability, operating metrics, and diligence-identified quick wins. It maps revenue, margin, strategic, governance, and M&A levers into a hold-period EBITDA bridge. It also structures the first 100 days, KPI ownership, reporting cadence, and board-ready deliverables. It fits teams preparing operating-partner materials or a post-close value creation roadmap.
Organizes the company baseline, including revenue, EBITDA, margins, organizational structure, functional operating metrics, management strengths and gaps, and diligence quick wins; maps revenue-growth, margin-expansion, strategic, governance, and M&A levers with current state, target state, dollar impact, timing, investment required, and confidence level; builds a yearly EBITDA bridge covering base EBITDA, organic growth, pricing, add-on M&A, COGS savings, OpEx optimization, technology investment, pro forma EBITDA, and margin; creates a Days 1-30, 31-60, and 61-100 execution plan; defines KPIs, targets, owners, and reporting frequency; and specifies deliverables including an executive summary, EBITDA bridge chart, lever detail, 100-day timeline, KPI dashboard, accountability matrix, and an Excel model backing the bridge.
- A private-equity deal team has closed an acquisition and needs to convert diligence findings into a first-100-days plan.
- An operating partner is preparing a board-ready roadmap covering growth, cost, operational, and add-on M&A initiatives.
- A portfolio team needs to quantify initiative-level impacts and organize them into a multi-year EBITDA bridge.
- Management and investors need shared KPI targets, owners, and weekly, monthly, or quarterly reporting routines.
- A sponsor is preparing operating materials with an executive summary, initiative detail, timeline, and accountability matrix.
What are this skill's strengths and limitations?
- Covers baseline assessment, value levers, EBITDA bridging, 100-day execution, KPIs, and accountability in one workflow.
- Requires each lever to include impact, timing, investment, and confidence, making assumptions easier to review.
- Includes revenue growth, margin expansion, add-on M&A, management upgrades, and governance improvements.
- Its specified outputs align with operating-partner and board-level planning materials.
- It provides a planning framework, not company data, industry research, or an automated valuation engine.
- The source provides no skill-specific test results, sample outputs, or standalone package details.
- Word, PowerPoint, and Excel are named as output formats, but no concrete generation tool or file-creation procedure is specified.
- Management, operating partners, or industry experts still need to pressure-test the assumptions.
How do you install this skill?
The README documents two collection-level options: in Cowork, open Settings → Plugins → Add plugin, paste https://github.com/anthropics/financial-services, and select the desired agents and verticals; alternatively, upload a zip of a directory under plugins/. The source does not document a standalone installation command for this individual skill.
How do you use this skill?
After installing the private-equity vertical that contains the skill, enter a prompt such as “Create a post-acquisition value creation plan for this portfolio company,” or use the README-listed command “/value-creation.” Other documented trigger phrases include “value creation plan,” “100-day plan,” “post-close plan,” “EBITDA bridge,” “operating plan,” and “value creation levers.”