Agent Wealth HubFree public resources
中文 EN العربية

Back to catalog / Agent workflows

Screen an M&A target with cited DCF and prior deals

Run screening, DCF/comparable valuation, strategic fit, and citation checks for a synthetic logistics target; deliver a transaction diligence report.

Goal

Create diligence material for a simulated acquisition with cited numbers, prior-deal context, and unresolved questions.

Steps

  1. Start the sample Bedrock AgentCore workspace and confirm target/deal data is marked SYNTHETIC DATA. [src10-aws-screen-synthetic-ma-target-with-cited-dcf-and-prior-deals]
  2. Route target-screening questions to Target Screening, valuation assumptions to Financial Analysis, and prior-deal context to Strategic Fit. [src10-aws-screen-synthetic-ma-target-with-cited-dcf-and-prior-deals]
  3. Have Compliance Validation check every numeric citation and governance checklist, then produce a report with sources, sensitivities, and open items. [src10-aws-screen-synthetic-ma-target-with-cited-dcf-and-prior-deals]

How to verify

Check DCF inputs against Knowledge Base citations, verify strategic-fit references prior_deals, and ensure uncited claims are flagged rather than invented.

Troubleshooting

For an uncited number, inspect financial-tool/KB output; for no target, check the synthetic Aurora table and do not connect real deal data.

Permissions

Prerequisites

Permissions

Limitations

The sample is not valuation advice or real transaction diligence; DCF, multiples, and precedents are demonstrative.

Pinned upstream source

https://github.com/aws-samples/sample-ma-due-diligence-agentcore/blob/3d6191a9c3ac6eae2b31b66dd4f72e11077ee8a2/README.md

Repository
aws-samples/sample-ma-due-diligence-agentcore
File path
README.md
Pinned commit
3d6191a9c3ac6eae2b31b66dd4f72e11077ee8a2
Source checked
2026-10-14 · Reviewed against the pinned upstream source

Repository metrics

These values describe the upstream repository, not popularity or likes for an individual skill or playbook.

Stars
Not collected
Forks
Not collected
Observed at
Not collected

No metrics snapshot is available yet.

License: MIT-0

Main topic

Turn ecommerce campaign materials into a reviewable weekly brief

Related resources