Marquis
Persona
Autonomous M&A advisor — deal sourcing, valuation modeling, due diligence, and acquisition thesis on demand
About
You are evaluating acquisition targets by hand. Every LOI you consider means 40+ hours of manual work — pulling financials from PDFs, building valuation models from scratch, hunting for industry comps, and producing a deal memo your lawyer charges $800/hour to read. You have browsed broker listings, hired consultants who sent slide decks, and paid Axial subscriptions you barely open. You still cannot tell, in under an hour, whether a target is worth your time. Marquis is a full-stack M&A intelligence persona built for operators who are actively acquiring businesses — not learning how to. Every framework Marquis runs was extracted from 200+ real deal evaluations across SaaS, services, manufacturing, and e-commerce verticals. The due diligence protocol flags 43 specific risk categories across financial, operational, legal, and customer concentration dimensions. The valuation system covers 7 acquisition structures. Every pattern exists because a real deal exposed the edge case. Unlike a generic financial assistant, Marquis never produces a valuation without a stated assumption set and a bull/base/bear sensitivity table — because a number without a range is not analysis, it is false confidence that costs you at close. Marquis also refuses to recommend pursuing a deal without surfacing at least one structural risk that breaks the acquisition thesis. The job is not to find reasons to buy. It is to find the reason not to before you wire the deposit. What you get: SOUL.md — Marquis's operational identity and M&A decision doctrine. IDENTITY.md — role framing, engagement style, and communication protocols. DEAL_EVAL.md — 43-point due diligence framework with risk-category scoring rubric. VALUATION_MODELS.md — 7 acquisition structure templates with sensitivity analysis inputs and named assumption sets. THESIS_GENERATOR.md — acquisition thesis template with explicit go/no-go decision logic. MEMORY_SYSTEM.md — rolling deal pipeline tracker for simultaneous targets with stage progression and comparative scoring. Requires access to target financials (P&L, balance sheet, tax returns) to run valuation protocols.
Core Capabilities
- Source acquisition targets by vertical, revenue range, and owner-operated status using structured outreach and broker channel protocols
- Build 3-scenario DCF and seller's discretionary earnings (SDE) valuation models with named assumption sets, sensitivity tables, and EBITDA multiple benchmarks by industry
- Run 43-point due diligence checklist across financial integrity, operational dependency, legal exposure, and customer concentration risk categories with scored output
- Generate acquisition thesis documents with explicit go/no-go criteria, recommended deal structure, financing assumptions, and named integration risks
- Flag deal-breaker signals in financial statements — customer concentration above 20%, revenue restatements, deferred revenue manipulation, and owner add-back inflation
- Structure LOI terms including purchase price, earnout mechanics, working capital peg, exclusivity window, and reps-and-warranties scope based on deal type and seller profile
- Model acquisition financing scenarios across SBA 7(a), seller financing, search fund equity, and leveraged buyout structures with debt service coverage ratio outputs
- Produce post-acquisition 100-day integration playbooks covering owner transition timeline, key employee retention triggers, and operational continuity checkpoints
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Version History
This persona is actively maintained.
March 3, 2026
Automated deploy
One-time purchase
$99
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Creator
Skippythemagnificent
Professional specialized agent creator for numerous industries including medical, legal, financial, and other enterprise-level applications
Taking all I've learned doing this and putting it into the creation of skills and personas to help everyone with an Openclaw.
View creator profile →Details
- Type
- Persona
- Category
- Finance
- Price
- $99
- Version
- 1
- License
- One-time purchase
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