casemark/ma-closing-checklist
skills/legal/ma-closing-checklist/SKILL.md
Drafts a party-coded M&A closing checklist for U.S. stock purchases, asset deals, and mergers. Generates a status-tracked matrix covering corporate authorizations, transaction documents, consents, regulatory clearances, funds flow, and post-closing obligations. Use when coordinating closing for any M&A transaction.
$ install --global
skillsauthnpx skillsauth add casemark/skills ma-closing-checklistInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
Security Scan Results
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
3
Scanners Passed
9
Scanners in report
Clean
TrivyContainer and dependency vulnerability scanner
95%
Clean
SemgrepStatic code analysis for vulnerabilities
95%
Clean
mcp-scan (Snyk)Model Context Protocol security validation
95%
Skipped
Snyk (dep)Open source security scanning
50%
Skipped
Socket.devSupply chain security analysis
50%
Skipped
VirusTotalMulti-engine malware detection
50%
Skipped
CrowdStrikeAdvanced threat intelligence
50%
Skipped
OSV-ScannerOpen Source Vulnerability database check
50%
Skipped
OWASP Dep-Check
50%
Last scanned: Sep 3, 2026, 3:52 AM156.4s1 file scanned
SKILL.md
- name:
- ma-closing-checklist
- language:
- en
- description:
- Drafts a party-coded M&A closing checklist for U.S. stock purchases, asset deals, and mergers. Generates a status-tracked matrix covering corporate authorizations, transaction documents, consents, regulatory clearances, funds flow, and post-closing obligations. Use when coordinating closing for any M&A transaction.
M&A Closing Checklist
Generates a party-coded, status-tracked closing checklist for U.S. M&A transactions (stock purchase, asset purchase, or merger).
Quick Start
Confirm before drafting:
- Definitive agreement — executed purchase/merger agreement with disclosure schedules
- Structure — stock purchase, asset purchase, or merger
- Parties — buyer, seller, target (if distinct), escrow agent, counsel
- Closing logistics — date, time/TZ, location or virtual platform
- Material contracts — change-of-control and consent triggers identified
- Regulatory profile — org jurisdictions, HSR thresholds, industry regulators
Output Format
Header: target name, buyer name, closing date/time/TZ/location, version number, distribution date.
Party legend (expand as needed):
| Code | Party | |------|-------| | BC | Buyer's Counsel | | SC | Seller's Counsel | | B | Buyer | | S | Seller | | EA | Escrow Agent | | CO | Company (if distinct) |
Matrix columns: # | Item | Party | Status
Status flow: Pending → Draft → Under Review → Executed → Delivered → Complete
Checklist Categories
1. Corporate Authorizations
| # | Item | Party | |---|------|-------| | 1.1 | Good standing certificates — Seller (each org jurisdiction, ≤30 days) | SC | | 1.2 | Good standing certificate — Buyer | BC | | 1.3 | Board resolutions — Seller (approve transaction, authorize signatories) | SC | | 1.4 | Board resolutions — Buyer | BC | | 1.5 | Shareholder/member approval — Seller (if required) | SC | | 1.6 | Consent rights holders — preferred shareholders, option/warrant holders | SC | | 1.7 | Certified org docs — Seller (charter, bylaws/operating agreement) | SC | | 1.8 | Secretary's certificate — Seller (resolutions, org docs, incumbency) | SC | | 1.9 | Secretary's certificate — Buyer | BC |
2. Principal Transaction Documents
| # | Item | Party | |---|------|-------| | 2.1 | Definitive agreement — final execution with all schedules | SC/BC | | 2.2 | Escrow agreement (amount, duration, claims, release conditions) | SC/BC/EA | | 2.3 | Asset: Bill of sale — tangible personal property | SC | | 2.4 | Asset: Assignment & assumption — contracts, IP, permits, liabilities | SC/BC | | 2.5 | Asset: Deed(s) for owned real property | SC | | 2.6 | Asset: IP assignments — patents, trademarks, copyrights, domains | SC | | 2.7 | Stock/Merger: Stock certificates or book-entry transfer; ledger update | SC | | 2.8 | Merger: Certificate/articles of merger for SOS filing | SC/BC | | 2.9 | Director/officer resignations and replacements | SC/BC |
3. Ancillary Agreements
| # | Item | Party | |---|------|-------| | 3.1 | Legal opinion — Seller's counsel (authority, enforceability, no conflicts) | SC | | 3.2 | Legal opinion — Buyer's counsel | BC | | 3.3 | Employment/offer letters — key continuing employees | B/BC | | 3.4 | Non-compete/non-solicit — selling shareholders, key personnel | SC/BC | | 3.5 | Transition services agreement | SC/BC | | 3.6 | Ongoing commercial agreements (supply, distribution) if applicable | SC/BC |
4. Payoffs & Lien Releases
| # | Item | Party | |---|------|-------| | 4.1 | Payoff letters — all indebtedness (exact amount, wire instructions, release commitment) | SC | | 4.2 | UCC-3 termination statements | SC | | 4.3 | Mortgage/deed of trust releases (if applicable) | SC | | 4.4 | Other lien releases | SC |
5. Consents & Regulatory Clearances
| # | Item | Party | |---|------|-------| | 5.1 | Material contract consents — change-of-control/assignment | SC | | 5.2 | Landlord consents — lease assignments | SC | | 5.3 | Franchisor/licensor approvals (if applicable) | SC | | 5.4 | HSR Act filing — waiting period expiration or early termination | BC/SC | | 5.5 | State antitrust/competition filings (if applicable) | BC/SC | | 5.6 | Industry regulatory approvals (healthcare, financial services, telecom) | BC/SC | | 5.7 | CFIUS/foreign investment review (if applicable) | BC/SC |
6. Closing Certificates
| # | Item | Party | |---|------|-------| | 6.1 | Officer's certificate — Seller (rep bring-down, covenant compliance) | SC | | 6.2 | Officer's certificate — Buyer (rep bring-down, covenant compliance) | BC | | 6.3 | No-MAC certificate | SC | | 6.4 | IRS Form W-9 — Seller | S | | 6.5 | FIRPTA certificate (IRC §1445) or withholding certificate if foreign seller | S/SC |
7. Funds Flow & Settlement
| # | Item | Party | |---|------|-------| | 7.1 | Funds flow memo — base price, adjustments, escrow, payoffs, expenses, net proceeds | SC/BC | | 7.2 | Wire instructions — Seller (verbally verified, fraud prevention protocol) | S/SC | | 7.3 | Wire instructions — escrow account (confirmed with EA) | EA | | 7.4 | Closing/settlement statement — complete source-and-use | SC/BC | | 7.5 | Transaction expense allocations per purchase agreement | SC/BC |
8. Post-Closing Obligations
| # | Item | Party | |---|------|-------| | 8.1 | Merger certificate filed with SOS; effectiveness confirmed | BC/SC | | 8.2 | Press release/announcement (securities law compliance) | B/S | | 8.3 | Required notices — customers, suppliers, landlords, lenders | B/BC | | 8.4 | HSR post-closing notification (if applicable) | BC | | 8.5 | State transfer tax returns and payments | SC/BC | | 8.6 | Bulk sale compliance (if applicable) | SC | | 8.7 | Business license/permit ownership updates | B/BC | | 8.8 | Tax authority notifications — sales tax, payroll registrations | B/BC | | 8.9 | Corporate records update — stock ledger, minute books | BC | | 8.10 | Purchase price allocation (IRC §1060 for asset deals) | SC/BC |
Critical Checks
- Version every distribution — all parties must confirm current version
- Flag long-lead items early — landlord consents, regulatory approvals cannot wait until closing week
- Sequencing — funds flow memo requires all payoff letters; closing certs require covenant performance
- Wire fraud — verbal confirmation protocol for all wire instructions; never accept email-only changes
- Legal opinions — negotiate scope and reliance parties early to avoid closing delays
- Good standing timing — typically ≤30 days pre-closing; confirm with buyer's counsel and lender
- FIRPTA — foreign sellers require IRC §1445 withholding [VERIFY current rate]; seller may seek IRS withholding certificate
- Bulk sales — check UCC Article 6 / state statutes for asset deals [VERIFY applicable states]
- Cross-reference — tie each item to the specific purchase agreement section
- Jurisdiction — adapt for state transfer taxes, recording fees, merger statutes, and foreign filings
Related Skills
casemark/medical-records-gap-analysis
tools
VerifiedTrustedCommunity
Audits the complete in-scope medical-record universe in a litigation matter and produces an attorney-facing, Bates-cited analysis of treatment gaps, missing records or providers, baseline coverage, material billing or production mismatches, and complaint evolution. Use when asked to find missing medical records, analyze treatment gaps or first-care timing, identify absent providers, assess whether a production is complete, or prepare a records-request target list. Use medical-record-chronology instead when the primary request is a chronological clinical narrative.
40SKILL.mdUpdated Sep 3, 2026
casemark/private-placement-memo
development
VerifiedTrustedCommunity
Drafts a legally compliant Private Placement Memorandum for Regulation D offerings (Rule 506(b)/506(c)), covering full disclosure framework including risk factors, capitalization, securities terms, use of proceeds, and investor qualification requirements. Enforces SEC anti-fraud compliance under Section 10(b)/Rule 10b-5, blue sky law considerations, and accredited investor verification under Rule 501. Use this skill when drafting PPMs, offering memorandums, Reg D disclosure documents, or private offering circulars for issuers raising capital from sophisticated investors. Also trigger when the user mentions private placement disclosure, offering memorandum, Reg D fundraising, or accredited investor verification. Even if the user just says "PPM" or "draft our offering memo," use this skill.
40SKILL.mdUpdated Apr 17, 2026
casemark/privacy-law-updates
data-ai
VerifiedTrustedCommunity
Generates structured privacy and data protection law briefings across US, EU, UK, and other jurisdictions. Organizes by jurisdiction with compliance deadlines, enforcement actions, and legislative changes. Use when preparing privacy law briefings, compliance updates, regulatory change summaries, or data protection landscape reviews.
40SKILL.mdUpdated Apr 17, 2026
casemark/prior-art-summary
testing
VerifiedTrustedCommunity
Generates structured summaries of prior art references for patent prosecution, validity analysis, and freedom-to-operate assessments. Maps disclosures to claim elements with precise citations. Use when summarizing prior art, analyzing patent landscapes, mapping references to claims, or preparing office action responses.
40SKILL.mdUpdated Apr 17, 2026