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Governance layer (14 docs): - MASTER_OPERATING_PROMPT.md — operating constitution (five planes, six tracks, policy classes) - docs/ai-operating-model.md — five-plane architecture (Decision/Execution/Trust/Data/Operating) - docs/dealix-six-tracks.md — six strategic tracks (Revenue/Intelligence/Compliance/Expansion/Operations/Trust) - docs/governance/execution-fabric.md — OpenClaw execution plane deep dive - docs/governance/trust-fabric.md — trust plane with contradiction engine + evidence packs - docs/governance/saudi-compliance-and-ai-governance.md — PDPL/ZATCA/SDAIA/NCA live controls - docs/governance/technology-radar-tier1.md — Core/Strong/Pilot/Watch/Hold classification - docs/governance/partnership-os.md — alliance lifecycle management - docs/governance/ma-os.md — M&A corporate development lifecycle - docs/governance/expansion-os.md — geographic and vertical growth - docs/governance/pmi-os.md — post-merger integration framework - docs/governance/executive-board-os.md — executive decision surfaces - docs/execution-matrix-90d-tier1.md — 90-day sprint execution plan - docs/adr/0001-tier1-execution-policy-spikes.md — 8 architectural decisions Backend (3 models, 6 services, 8 API routes): - Contradiction Engine — detect/track system conflicts - Evidence Pack System — tamper-evident audit proof with SHA256 - Saudi Compliance Matrix — live PDPL/ZATCA/SDAIA/NCA controls - Executive Room — unified executive decision surface - Connector Governance — integration health monitoring - Model Routing Dashboard — LLM provider metrics - Forecast Control Center — actual vs forecast across tracks - Approval Center — enhanced approval queue with SLA Frontend (9 components): - Executive Room, Evidence Pack Viewer, Approval Center - Connector Governance Board, Saudi Compliance Dashboard - Actual vs Forecast Dashboard, Risk Heatmap - Policy Violations Board, Partner Pipeline Board Tooling: - scripts/architecture_brief.py — preflight validation (40/40 checks pass) - Updated CLAUDE.md and AGENTS.md with governance references https://claude.ai/code/session_01W1rJthWDkasijTdXCfxVHs
102 lines
3.6 KiB
Markdown
102 lines
3.6 KiB
Markdown
# M&A OS — Corporate Development Lifecycle
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> **Parent**: [`MASTER_OPERATING_PROMPT.md`](../../MASTER_OPERATING_PROMPT.md)
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> **Plane**: Decision + Execution | **Tracks**: Expansion
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> **Version**: 1.0 | **Status**: Canonical
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---
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## Overview
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The M&A OS manages corporate development activities from target identification through post-merger integration. All M&A commitments are Class B actions with C-Level or Board approval required.
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---
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## M&A Lifecycle
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```
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SOURCE → SCREEN → DILIGENCE → NEGOTIATE → CLOSE → INTEGRATE
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```
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### Phase 1: Source
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- **AI Role**: `acquisition_scouting.py` identifies targets
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- **Input**: Sector focus, revenue thresholds, geographic criteria
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- **Output**: Target long list with preliminary scores
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### Phase 2: Screen
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- **AI Role**: `deal_matcher.py` + `company_profiler.py` deep analysis
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- **Input**: Target long list
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- **Output**: `TargetScreeningMemo` (structured) — short list
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### Phase 3: Diligence
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- **Orchestration**: DD room control with workstream assignments
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- **Workstreams**: Financial, Legal, Technical, Product, Security, Cultural
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- **AI Role**: `portfolio_intelligence.py` analyzes each workstream
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- **Human Role**: Reviews findings, flags risks (Class B)
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- **Output**: `DueDiligenceReport` (structured)
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### Phase 4: Negotiate
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- **AI Role**: `strategic_simulator.py` models scenarios, `roi_engine.py` calculates ranges
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- **Human Role**: Negotiation strategy approval (Class B → Board)
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- **Output**: IC Memo, Board Pack Draft, Offer Terms
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### Phase 5: Close
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- **Checklist**: Regulatory approvals, legal finalization, signing
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- **Human Role**: Final approval (Board)
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- **Output**: Signed agreements, closing documentation
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### Phase 6: Integrate
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- **Handoff**: To PMI OS (see `pmi-os.md`)
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- **Output**: Integration plan, Day-1 readiness checklist
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---
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## Code Mapping
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| Component | File | Purpose |
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|-----------|------|---------|
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| Acquisition Scouting | `services/strategic_deals/acquisition_scouting.py` | Target identification |
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| Company Profiler | `services/strategic_deals/company_profiler.py` | Deep company analysis |
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| Company Twin | `services/strategic_deals/company_twin.py` | Digital twin modeling |
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| Portfolio Intelligence | `services/strategic_deals/portfolio_intelligence.py` | Portfolio analysis |
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| Strategic Simulator | `services/strategic_deals/strategic_simulator.py` | Scenario modeling |
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| ROI Engine | `services/strategic_deals/roi_engine.py` | Financial modeling |
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| Deal Taxonomy | `services/strategic_deals/deal_taxonomy.py` | Deal classification |
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---
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## Structured Outputs
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- `TargetScreeningMemo` — fit score, revenue, sector, risks, recommendation
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- `DueDiligenceReport` — workstream findings, risk register, valuation impact
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- `SynergyModel` — revenue synergies, cost synergies, integration costs, timeline
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- `ICMemo` — investment committee memo with recommendation
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- `BoardPack` — executive summary for board approval
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- `OfferTerms` — valuation range, deal structure, conditions
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---
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## Saudi/GCC Specific
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| Factor | Requirement |
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|--------|------------|
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| CMA approvals | Capital Market Authority for listed companies |
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| GACA approvals | General Authority for Competition |
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| Saudization compliance | Target must meet or plan to meet quotas |
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| CR transfer | Commercial Registration transfer process |
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| PDPL data room | Due diligence data must comply with PDPL |
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| Arabic documentation | Legal agreements must be bilingual |
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---
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## Approval Matrix
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| Action | Approver |
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|--------|---------|
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| Add target to long list | VP Corporate Dev |
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| Move to short list | SVP + CFO |
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| Initiate due diligence | CEO |
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| Submit offer | Board |
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| Sign agreement | Board + Legal |
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| Integration plan approval | CEO |
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