New York-based event-driven investment manager

From three to four hours of deal research to a draft sheet in under eight minutes.

A coordinated system of seven specialist agents brings more than five sources into one cited deal file while keeping calculations, exceptions and investment judgment visible for analyst review.

Measured result

Under 8 min

to produce a single-page draft that previously took at least three to four hours.

Previous analyst time
3–4 hours
Sources in the recurring process
5+
Time to a draft
Under 8 min
Reviewable deal file
1 page

An event-driven analyst previously moved across multiple websites and more than five data sources to assemble one merger-arbitrage deal sheet. A coordinated system of seven specialist agents now produces the draft in under eight minutes as a single page. The analyst can spend the remaining time reviewing evidence, resolving judgment calls and deciding what matters for the investment.

The speed comes from gathering, structuring and calculating the material. It does not remove analyst review. A wrong share count, a mishandled collar or a confident sentence that outruns its source can distort the discussion even when the page looks polished.

The first idea was a template for Claude. The work became an orchestrated multi-agent workflow that could prepare a repeatable deal file around the manager's method, calculate defined terms and leave the investment judgment visible for the analyst.

Inside the output

A deal sheet built to be checked.

The report brings terms, calculations, methods, narrative and verification into one place, with the source trail and review flags kept visible.

NORTHSTAR / HARBOR — ALL-CASHIllustrative output · Analyst review
Target information
Company
Northstar Therapeutics
Ticker
NSTX
Current price
$42.30
Market cap
$3,240m
Unaffected price
$31.80
Acquirer information
Company
Harbor Life Sciences
Ticker
HBR
Current price
$118.40
Market cap
$28,900m
Deal structure
All cash
Merger analysis
Net spread analysis
Offer price
$45.00
Target price
($42.30)
Gross spread
$2.70
Net return
6.2%
Annualized return
14.8%
Relevant dates
Announcement
15 Jan 2026
Unaffected date
14 Jan 2026
Expected close
30 Sep 2026
Days to close
74
Outside date
15 Dec 2026
Downside & probability
Index-adjusted downside
$33.10
Peer-implied downside
$34.25
Selected downside
$33.10
Implied probability
77.3%
Selected method
Index-adjusted
Deal rationale, risks & catalysts

Rationale

Strategic product fit and identified commercial overlap, tied to cited transaction materials.

Key risk

Regulatory timing remains the primary schedule variable for analyst review.

Next catalyst

Shareholder vote and the next disclosed regulatory milestone.

Verification status

Review flag

Seven figures re-derived. One narrative date needs analyst confirmation before use.

Source trail:Merger agreementLatest filingLicensed market dataConfigured news
Illustrative reconstruction based on the delivered workflow. Company names, tickers and values are fictional; the structure reflects the type of output produced.

The agent team

Seven specialist agents. One reviewable deal sheet.

An orchestration layer coordinates distinct research and verification jobs, runs independent work in parallel and brings the results into one consistent file. Deterministic calculations and analyst checkpoints sit between the agents rather than being hidden inside generated prose.

  1. Agent 01

    Deal terms

    Extract the transaction structure, dates and non-standard terms from primary deal documents.

  2. Agent 02

    Market & company data

    Assemble prices, fundamentals, estimates and the target and acquirer snapshots.

  3. Agent 03

    Peer analysis

    Build the relevant comparison set and inputs for downside and relative-value work.

  4. Agent 04

    Current developments

    Review recent filings, configured news sources and material changes around the transaction.

  5. Agent 05

    Methodology

    Apply the selected downside and probability methods with deterministic calculations.

  6. Agent 06

    Narrative analysis

    Use the chosen sector lens to organize rationale, regulatory issues, risks and catalysts.

  7. Agent 07

    Verification

    Recheck figures and evidence, then surface conflicts and unresolved items for analyst review.

Configured to the firm

Put the manager's method into the workflow.

The analyst supplied the rules that a generic deal summary would miss. Ticking fees and collars belong in deterministic calculations. Share count must be chosen under an explicit rule. Governance issues need their own treatment, and conflicting sources need a hierarchy the team can inspect.

A deal template captures the companies, status, consideration, dates and non-standard terms. A lens adds questions relevant to the sector or buyer type. A methodology choice sets the downside and probability approach for that transaction. The deal can then enter scheduled monitoring.

That structure lets the same core workflow handle different transactions without pretending every sector should be analyzed under one checklist. The lens library remains editable as the firm's practice evolves.

Verification

Review the narrative as carefully as the numbers.

A calculation can be tied to a formula and source inputs. Interpretive prose needs a different check. Does a statement about why a deal might change course follow from the evidence? Is it the source's claim or the firm's investment view?

Testing found that a polished sheet could still contain an unsupported narrative sentence. Verification therefore became an active part of the build. When a source conflicts or a claim cannot be supported, the analyst must be able to resolve it before the sheet is relied on.

Iteration on live transactions changed which figures the agent used, how it selected a method, what stayed as a cited third-party link and where the sheet asked a person to make a choice.

What changed

A faster, more consistent starting point for deal review.

The firm has a working, configurable seven-agent deal-file workflow that turns a process taking at least three to four hours into a single-page draft in under eight minutes. Analyst review remains part of the process, supported by source links, deterministic calculations and visible verification flags.

This is a workflow result. It is not an investment-performance claim.

Does your team rebuild the same deal file repeatedly?

Start with a real transaction, the existing analyst worksheet and examples of decisions that are easy to get wrong. The first agent should show its sources, compute what can be computed and mark the point where a person decides.