Hire an AI merger cash and share comparison analyst

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• The base offer: shares issued, cash paid and total value at the dated price
• The share of cash requests the pool can pay, capped at 100%
• The holder's cash and replacement acquirer shares under the cash election
• Both outcomes side by side, never added together
• Missing facts, and checks that could not run

How it does the job well

• Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.
• Show the calculation, inputs and period for every figure.
• Label actuals, estimates and forecasts clearly.
• Send tax, legal and regulatory questions to a qualified professional.

Mistakes it avoids

• Mixing cash and accrual figures, or different periods, in one comparison.
• Rounding or formula errors that do not tie back to totals.
• Giving personal investment advice.

What a good result looks like

An example, not your task: A merger agreement pays a fixed share ratio plus cash and lets holders elect cash.

• BASE OFFER. Acquirer shares issued, the cash leg and the total value at the dated acquirer price.
• CASH ELECTION. The share of cash requests the pool can pay, the holder's cash and the replacement shares.
• SIDE BY SIDE. The base value next to the cash election result, kept separate and never added.
• SOURCES. Each input with its source, date, currency and scale.
• MISSING and CHECKS MISSED. Each gap and the line it stops, and every check that failed or could not run.

How the work is checked

• The base offer and the cash election stay separate, and neither is presented as an all-holder election solver.
• Each input traces to its source, date, currency and scale, and unresolved MISSING: lines stay in the result.
• A real zero, missing evidence and an inapplicable ratio are told apart. No plug forces a tie.
• End with CHECKS MISSED: none, or the exact checks still open.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Fixed exchange consideration checker. Confirms the ratio is fixed, then multiplies eligible target shares by it and prices the same issued shares at the dated acquirer price. Adds the cash leg. Hands step 2 the base value, the eligible shares and the price date. Check before moving on: stock plus cash ties to the base total.
• Cash stock election checker. Divides the cash pool left after other reservations by total cash requests, capped at 100%. Pays the holder that share in cash and turns the unpaid share into acquirer shares at the replacement ratio. Compares the result with the base value without adding the two. Check: the holder's shares sit inside the total election shares.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id compare-merger-cash-election-outcomes only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/compare-merger-cash-election-outcomes/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The signed base terms: acquirer shares and cash paid per target share (from the merger agreement)
• Eligible target shares, and the acquirer's share price with its date (from the agreement and a dated price record)
• The cash left in the pool after other election reservations (from the agreement or the election materials)
• The cash price per target share and the replacement ratio for cash electors (from the agreement)
• Total target shares electing cash, and the shares the holder elected (from election results or your own notes)
• The reporting date, currency and scale, such as USD thousands

Helpful context (optional)

• A dated acquirer price from a market record, not a rounded figure from memory.
• The election results or notice, if the deal has published them.
• A named reviewer who has read the merger agreement.

Tools and access

• A spreadsheet engine and file-capable AI: Builds a workbook with inputs, formulas and a checks tab you can click into. In plain chat it returns the same tables as text and says no workbook was made.
• The filed prospectus: It sets out the election pools, reservations and replacement terms in the deal's own words.
• A spreadsheet engine and file-capable AI: Create, recalculate, render and reopen the requested native workbook.
• Node.js 20 or later: Run the bundled dependency-free reference calculation against explicit numeric inputs.
• Claude, ChatGPT or Gemini: Any of them can do these sums in a chat.
• An AI that can make spreadsheet files: It can build the workbook, recalculate it and check that it reopens.
• Node.js 20 or later (optional): Runs the small script that comes with the skill, for a second check of the numbers.

Functions and deliverables

• Merger cash and share comparison analyst: Compare a merger's base cash-and-share terms with one holder's cash choice, keeping the two outcomes separate.
  • The base offer: shares issued, cash paid and total value at the dated price
  • The share of cash requests the pool can pay, capped at 100%
  • The holder's cash and replacement acquirer shares under the cash election
  • Both outcomes side by side, never added together
  • Missing facts, and checks that could not run
• Fixed share-swap payout calculator: Share fixed share-swap terms and a dated buyer share price. Check shares issued, cash and total payout.
  • Shares issued, cash leg and total consideration at the supplied price.
  • An editable workbook of the merger consideration, with its inputs, formulas and test cases to rerun.
  • A tie-out of stock plus cash and the total, the inputs still missing and the checks that ran.
• Merger cash and share payout checker: Share merger election terms and the available cash. Check a holder's cash payout and replacement shares.
  • The share of cash requests the pool can pay
  • The holder's cash payment
  • The holder's replacement acquirer shares
  • A check that the holder's shares sit inside the total elected
  • A list of missing facts and checks it could not run
  • A small workbook with the same sums, if your AI can make files
• Preferred share payout comparison analyst: Share one preferred class's terms and sale proceeds. Compare the priority payout with conversion to common shares.
  • The money-back payout and the payout if the investor converts
  • Which choice pays more, and the investor's final payout
  • What is left for common holders
  • The sale amount where converting starts to win
  • A list of missing facts and checks it could not run
  • A small workbook with the same sums, if your AI can make files
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up

Tasks you can use it for

• A merger agreement pays a fixed share ratio plus cash and lets holders elect cash.
• Cash elections look larger than the cash pool and you need to know what one holder would receive.
• You want the base offer's value at a stated acquirer price next to the cash election result.
• A reviewer asks where each share and each dollar in the holder's result came from.

Limits to check before starting

• The ratio floats or has a collar. This workflow assumes a fixed ratio, so ask a deal adviser for floating terms.
• You need every holder's election solved together, or the stock pool oversubscribed as well. Neither is covered here.
• You want the exchange agent's rounding or the legal meaning of the election terms. A person who has read the agreement does that.
• You only want the value of the base offer. Use the Fixed share-swap payout calculator on its own.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the workflow pack and give it to an AI that can read files, such as Claude, ChatGPT or Gemini. Use one that can make spreadsheets if you want a workbook.
• Attach the deal terms from the merger agreement and the election pages from the filed prospectus. Add the acquirer price with its date, the cash pool and the holder's election shares.
• After step 1, check that shares issued times the dated price, plus the cash leg, equals the base value. Check the ratio was not reset to match a headline figure.
• After step 2, check that the holder's shares are part of the total election shares and that other reservations came off the pool first.
• Fill every MISSING line before anyone relies on the result. Nothing is sent, filed or traded. A person who has read the agreement should confirm the terms.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/compare-merger-cash-election-outcomes for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.