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Strategic fit scorer

Scores a potential acquisition target's strategic fit across five weighted dimensions — market access, capability gaps filled, revenue synergy potential, cultural alignment, and deal complexity — with a 1–10 score and…

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Purpose

Convert a qualitative acquisition target description and the acquirer's strategic criteria into a defensible, dimension-by-dimension strategic fit score — so corporate development teams can rank pipeline targets consistently, surface deal-killers early, and enter diligence or committee discussions with a documented rationale rather than a gut feel.

When to Use

Invoke this skill when the user asks to:

  • Score a potential acquisition target against strategic criteria
  • Assess whether a target is a strong strategic fit before committing diligence resources
  • Compare and rank multiple targets in a pipeline using a consistent framework
  • Prepare a strategic fit summary for an investment committee or deal review
  • Identify the biggest strategic risks or deal-killers in a specific target
  • Justify a pursue/pass decision with structured rationale

Inputs Required

Before starting, collect:

  • Target description: What the target does — products, markets served, size (revenue/headcount), business model, notable assets
  • Acquirer strategic rationale: Why the acquirer is considering this deal — the strategic thesis in 2–4 sentences
  • Strategic criteria: The specific things the acquirer is trying to achieve (e.g., enter a geography, add a capability, cross-sell to a base, consolidate a category)
  • Acquirer profile: Relevant context on the buyer — core markets, existing capabilities, culture/operating model
  • Dimension weighting (optional): Relative importance of the five dimensions if some matter more than others
  • Known constraints (optional): Integration capacity, regulatory sensitivity, budget ceiling, deal-breakers

If dimension weighting is not provided, apply equal 20% weights and note the assumption. If acquirer profile details are thin, infer conservatively from the strategic rationale and flag the inference.

Instructions

Step 1: Establish the Scoring Frame

Restate the strategic thesis in one sentence and confirm the weighting to be applied. Every dimension score must be justified against this acquirer's criteria — a target that is strong in absolute terms may be a weak fit for this specific buyer.

Use a consistent 1–10 scale across all dimensions:

  • 1–3 (Weak): Actively works against the thesis or adds negligible value
  • 4–6 (Moderate): Partial fit; real but limited or uncertain contribution
  • 7–8 (Strong): Clearly advances the thesis with credible upside
  • 9–10 (Exceptional): Rare, hard-to-replicate strategic advantage

Step 2: Score Dimension 1 — Market Access

Does the target open, deepen, or accelerate access to markets the acquirer wants?

  • Assess new geographies, customer segments, channels, or distribution the target brings
  • Distinguish net-new access from overlap the acquirer already has
  • Note whether access is durable (owned relationships, contracts) or fragile (dependent on retained talent)
  • Score 1–10 with 2–3 sentences of rationale citing specific markets/segments

Step 3: Score Dimension 2 — Capability Gaps Filled

Does the target supply a capability the acquirer lacks and would otherwise have to build or license?

  • Identify the specific capability (technology, IP, talent, licenses, operational competency)
  • Assess build-vs-buy: how long/costly would it be for the acquirer to develop this internally?
  • Flag whether the capability is embedded in acquirable assets or walks out with key people
  • Score 1–10 with rationale naming the specific gap filled

Step 4: Score Dimension 3 — Revenue Synergy Potential

Beyond cost synergies, does the combination create new revenue?

  • Assess cross-sell (acquirer's base buying target's products, and vice versa), bundling, and pricing power
  • Estimate directional magnitude (marginal / meaningful / transformational) and cite the mechanism
  • Discount for channel conflict, customer overlap, or synergies that require heavy integration to realize
  • Score 1–10 with rationale identifying the primary revenue synergy driver

Step 4b: Score Dimension 4 — Cultural Alignment

How compatible are the two organizations, and what is the integration risk from misalignment?

  • Compare operating models, decision speed, risk appetite, and talent expectations
  • Identify likely friction points (founder-led vs. corporate, remote vs. office, product vs. sales culture)
  • Assess retention risk of the people who carry the value
  • Score 1–10 where higher = better alignment / lower integration risk, with named friction points

Step 5: Score Dimension 5 — Deal Complexity (Inverse)

How hard will this deal be to execute and integrate? Higher complexity lowers the score.

  • Assess regulatory/antitrust exposure, ownership/cap-table complexity, carve-out requirements, and integration scope
  • Flag any deal-killers (regulatory blocks, IP entanglements, key-person dependency without lock-in)
  • Score 1–10 where higher = lower complexity / cleaner execution, with the top 2 complexity drivers named

Step 6: Compute the Weighted Composite

  • Apply the weights to each dimension score to produce a composite out of 10
  • Show the per-dimension contribution
  • Identify the single strongest driver and the single biggest drag on the score

Step 7: Recommendation

Deliver an opinionated call:

  • Pursue / Investigate / Pass — with a one-sentence justification
  • Name the top strategic risk that would change the recommendation if it worsened
  • List the 2–3 diligence questions most critical to validating the fit thesis

Output Format

  • Structure: Scorecard table for the five dimensions, followed by per-dimension rationale, composite calculation, and recommendation
  • Length: 700–1,000 words
  • Format: Summary table (dimension, score, weight, weighted contribution) + structured prose rationale per dimension + recommendation block
  • Sections: Strategic thesis restatement → Scorecard table → Dimension rationales (5) → Weighted composite → Recommendation with top risk and critical diligence questions
  • Tone: Corporate development director — analytical, decisive, evidence-first; scores are defended, not asserted

Quality Checklist

Before delivering output, verify:

  • [ ] All five dimensions have a 1–10 score and a rationale tied to the specific acquirer's criteria — not generic
  • [ ] Weighted composite arithmetic is shown and correct given the applied weights
  • [ ] Deal complexity and cultural alignment are scored so that higher = better fit (consistent scale direction)
  • [ ] The strongest driver and biggest drag on the score are each explicitly named
  • [ ] A clear Pursue / Investigate / Pass recommendation is made — no hedging
  • [ ] 2–3 critical diligence questions are listed and are specific to validating this target's fit

Notes

  • The most common scoring error is confusing "good company" with "good fit" — a strong business that overlaps the acquirer's existing footprint should score lower on market access, not higher
  • Capability and revenue-synergy value that depends on key-person retention should be flagged in both that dimension and cultural alignment — double-counting it as pure upside overstates the score
  • When comparing multiple targets, keep the weighting identical across all of them so composite scores are genuinely rankable
  • Treat deal complexity as a veto lens, not just a number: a 9/10 on everything else with a fatal regulatory block is still a Pass

How to use this skill

This file is a Claude Code skill in Anthropic's standard format — markdown with YAML frontmatter at the top.

Installing in Claude Code:

  • ~/.claude/skills/<folder-name>/SKILL.md — auto-loads in every session anywhere on your machine (recommended for skills you'll use across multiple projects)
  • <your-project>/.claude/skills/<folder-name>/SKILL.md — auto-loads only when working in that project (recommended for project-specific skills)

Restart Claude Code or open a new session to register.

Using in Claude.ai, ChatGPT, Gemini, or other AI tools:

  1. Drag this file into a new chat, or copy and paste its contents
  2. Send your task or request as your next message — the AI will apply the skill where it fits

For Claude Code skill details: https://docs.anthropic.com/en/docs/claude-code/skills