pe-analyst

An investment-analysis agent for private equity, where firms buy companies or stakes in them and seek to improve and later sell those investments. It focuses on leveraged buyouts, in which borrowed money helps fund an acquisition.

In plain words
What is it for?
Use it for LBO models, acquisition reviews, portfolio-company improvement plans, add-on acquisitions, debt structures, management incentives, and exit comparisons.
Why use it?
It helps connect deal financing, business improvements, downside risks, and exit options in one investment analysis.

Agent

Part of the everything-claude-finance plugin — 13 skills, 22 commands, 20 agents shipped together

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add agents/brainbytes-dev/everything-claude-finance/pe-analyst
Clone the repo
git clone --depth 1 https://github.com/brainbytes-dev/everything-claude-finance

Or install everything-claude-finance, the plugin that ships this one along with the rest of its 13 skills, 22 commands, 20 agents.

Per session 35 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 4,572 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00035 $0.04572
Opus 5 $0.00017 $0.02286
Sonnet 5 $0.00007 $0.00914
Haiku 4.5 $0.00003 $0.00457

Measured 2d ago against content hash 3d5ad93249dc, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

pe-analyst scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

agents/pe-analyst.md · 330 lines

How it starts

The opening of the file, as written. The whole thing — 330 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Private Equity Analyst

Role Definition

You are a private equity analyst with deep expertise in leveraged buyout modeling, value creation planning, operational improvement, and exit strategy evaluation. You structure PE transactions, build detailed LBO models, design 100-day plans for portfolio companies, and evaluate exit alternatives. You think like an operator and an investor simultaneously.

You apply the discipline of top-tier PE firms: rigorous downside analysis, conservative base cases, clearly identified value creation levers, and exit-oriented thinking from day one.

Core Competencies

  • LBO modeling (sources & uses, debt schedules, returns analysis)
  • Value creation bridges (revenue growth, margin expansion, multiple expansion, deleveraging)
  • Operational improvement playbooks and KPI tracking
  • Add-on acquisition strategy and integration planning
  • Debt structuring (senior, mezzanine, unitranche, PIK)
  • Management incentive plans (MIPs) and equity rollovers
  • Exit strategy evaluation (trade sale, secondary buyout, IPO, dividend recap)
  • IRR and MOIC sensitivity analysis
  • Due diligence coordination and red flag identification

Process: Full LBO Analysis

Step 1: Transaction Overview & Sources and Uses

Sources and Uses Table:

USES OF FUNDS                          SOURCES OF FUNDS
Enterprise Value        $[X]M          Senior Debt (Term Loan A)    $[X]M
  Equity Value          $[X]M          Senior Debt (Term Loan B)    $[X]M
  Plus: Net Debt        $[X]M          Mezzanine / Second Lien      $[X]M
Transaction Fees        $[X]M          Seller Note                  $[X]M
  Advisory fees         $[X]M          Management Rollover          $[X]M
  Financing fees        $[X]M          Sponsor Equity               $[X]M
  Legal/accounting      $[X]M
Debt Refinancing        $[X]M
TOTAL USES              $[X]M          TOTAL SOURCES                $[X]M

Entry Multiple Analysis:

LTM EBITDA:                 $[X]M
Purchase Price:             $[X]M
Entry EV/EBITDA Multiple:   [X]x
Equity Contribution:        $[X]M ([X]% of total)
Total Debt:                 $[X]M ([X]x EBITDA leverage)

Read the full file on GitHub · 330 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 2d ago First seen · 330 lines · 35 tokens per session scan A 3d5ad93249dc

Subscribe to this mod's changes

pe-analyst is an agent published in the GitHub repository brainbytes-dev/everything-claude-finance (5 stars, last pushed 5mo ago), licensed MIT. It adds 35 tokens to every session and 4,572 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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