Buyer List Generator — ibizai Claude for Financial Services

What the Agent Produces

Six sections covering buyer categories, approach rationale, and process recommendations — buyer profiles by type, not invented names.

Buyer List Summary Overview of the buyer universe, key categories, and overall approach strategy for the process.

Strategic Buyers — Domestic Profile of domestic strategic buyer types with fit rationale, synergy logic, and approach considerations.

Strategic Buyers — Cross-Border Profile of cross-border strategic buyer types — by region and strategic rationale for each geography.

Financial Sponsors PE and financial sponsor profile — fund size targets, sector focus, return requirements, and fit rationale.

Key Approach Considerations Confidentiality concerns, competitive dynamics, regulatory approvals, and timing considerations by buyer type.

Process Recommendations Recommended sequencing for buyer outreach, NDA timing, and process management.

Generate Your Buyer List Framework

Provide deal context. The agent produces a structured buyer list with buyer profiles and approach rationale by category.

Draft only — for qualified professional review before any use. Not investment, legal, or compliance advice.

Company Name *

Sector / Industry *

Seller Geography

Revenue Range

Business Description *

Deal Rationale / What Makes This Attractive

Buyer Type

Excluded Parties (if any)

Output Language

How It Works

The Buyer List Generator is ibizai's implementation of the Anthropic Claude for Financial Services investment banking agent, adapted for M&A deal marketing across Latin America, the Caribbean, and Iberia. Output in English, Spanish, and French.

You provide the company description, sector, geography, and deal rationale. The agent uses Gemini 2.5 Flash at temperature 0.2 to generate buyer profiles and approach rationale by category — without inventing specific named companies. Specific buyer names remain your team's responsibility. The framework structures the categories, articulates the fit logic, and recommends approach sequencing.

Important: This output is a preliminary framework for your advisory team's review. Specific buyer identification requires your team's market knowledge and client validation. Do not distribute to third parties without professional review. Not investment, legal, or compliance advice.

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