AI-Enabled M&A Deal Automation Platform

Objective

Build an automated workflow that converts public M&A filings into review-ready merger models.

Business Problem

Investment banking analysts spend substantial time reading filings, extracting transaction terms and manually populating merger models.

This project automates first-pass mechanical work while preserving analyst judgement and review.

Validation Scope

Validated across:

7 public M&A transactions
5 completed transactions
1 terminated transaction
1 blocked transaction

Workflow

SEC Filing → Document Classification → Transaction Extraction → JSON Output → Validation Checks → Excel Model Population → Analyst Review

Technology Stack

Python
Claude API
Microsoft Copilot
Excel
openpyxl
JSON
SEC EDGAR

Current Status

Version 1 complete.