M&A execution combines fragmented filings, market data, qualitative strategy, financial assumptions, and strict presentation standards. The real bottleneck is not generating text—it is maintaining source integrity and analytical consistency across every output.
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Research-to-decision workflow
M&A Execution Agent
Turn open-ended strategic questions into auditable, review-ready work.
A multi-agent execution pattern for public-company research, screening, financial analysis, and professional deliverable production—with sourcing and quality control built into every stage.
- Role
- Workflow architect and analyst
- Year
- 2026
~2h → 15mInternal workflow
30Public-company target universe
5/5Workbook audit checks
The brief
The workflow decomposes a mandate into specialist research, structured screening, formula-driven models, presentation generation, and independent quality gates. Facts, estimates, and analytical judgments stay explicitly separated.
The independent BlackBerry public-information demonstration produced a 14-page decision memo and an auditable 30-company strategic screen with five reconciled checks. Separately, the resume reports an internal Goldman team pilot that reduced data pulling and compilation from approximately two hours to 15 minutes.
System map
From ambiguity to evidence.
- 01Scope
- 02Source
- 03Screen
- 04Model
- 05Synthesize
- 06QA
Experience context
Goldman Sachs Summer ’26 Investment Banking Summer Analyst.
At Goldman Sachs, Jayden spearheaded an internal multi-agent AI system, architecting RAG orchestration on LangGraph with a custom MCP server, evaluation harness, and observability.
Independent proof
A public-information BlackBerry case study.
The demonstration reconciles primary filings, screens strategic categories, builds an actionable target universe, and packages the analysis into decision-ready artifacts. It is independent work and is not Goldman Sachs work product.
Quality system
Every deliverable is tested as a system.
Workbook formulas reconcile, citations resolve to human-readable primary sources, slides include source notes, and rendered pages are inspected for clipping, unsupported claims, and classification errors.
Independent public-information case study. Not affiliated with, endorsed by, or produced for Goldman Sachs or BlackBerry Limited.