How to Automate Mergers and Acquisitions Reports: A Guide for Product Managers
Mergers and acquisitions can have a significant impact on the production of your products, your competitors, and sometimes your industry as a whole. If you’re a product manager, you can use AI and news data from various sources to shape your product and prepare for potential production impacts from mergers and acquisitions. This guide shows you how to automatically generate mergers and acquisitions reports using powerful tools from Webz.io and OpenAI. Depending on your skill sets, you may need technical help to complete the steps outlined in this guide. The steps show you how to create a Python script that puts these powerful tools together.
So, buckle up and prepare to gain actionable insights into mergers and acquisitions!
What you’ll need
- News Data — You should obtain news data from a reliable source. For this guide, we’re getting the data from the Webz.io News API. It provides structured news data feeds in 170+ languages from millions of news sites.
- OpenAI API — You’ll use OpenAI’s API to leverage the GPT-4 and DALL·E models. GPT-4 analyzes and summarizes the text from customer reviews, while DALL·E generates a main image for the report.
- Python — We’re using Python to automate the report creation process. You’ll need to ensure you can run Python code on your machine.
Set up your development environment
Setting up the environment to create automated reports requires the following:
- Get a Webz.io API key — You need an API key to use the Webz.io News API. To get a key, contact Webz.io.
- Get an OpenAI API key — You also need an API key for the OpenAI API. Create an account or sign in at OpenAI to get a key. OpenAI uses pay-per-use pricing for its language and image models. You can see the price points on the OpenAI website.
Install Python — If you don’t already have a development environment with Python installed, you’ll need to set one up. If you’re using a Windows operating system, you can find a tutorial on how to get started using Python on Windows on the Microsoft website. Next, install the Python packages using pip, the standard package installer and manager for Python.
Create your automated mergers and acquisitions report
Now that you’ve set up your development environment, you can move on to automating the report generation process. The below steps will let you automatically generate a detailed mergers and acquisitions report.
Gather relevant data
Use the Webz.io News API to obtain news articles, creating a query that returns articles pertaining to mergers and acquisitions. Use the API’s robust filters to ensure you only get high-quality, news content. The Python Levenshtein module ratio function in the script removes similar articles to ensure uniqueness.
Unlock and summarize hidden insights
Unleash the magic of OpenAI’s GPT-4 model to analyze the data gathered by the Webz.io News API. Use this powerful large language model to discover recent mergers and acquisitions that could impact your customers or even your own business.
The GPT-4 model determines if an article explicitly discusses a merger or acquisition. If the article does contain relevant information, the model generates a detailed report about it in HTML format. The script has a global variable that you can use to set the number of reports you’d like generated. Make sure you’ve set up your OpenAI API key in your development environment before completing this step.
Craft a compelling report
Utilize Python’s Docx package to create a professional Word document for your mergers and acquisitions report. The script inserts each analyzed article as a section in the document, structured with:
- Executive Summary
- Introduction
- Details of the Deal
- Strategic Rationale
- Market Reaction and Analysis
- Regulatory and Legal Considerations
- Risk Analysis
- Financial Analysis
- Industry and Competitor Impact
- Conclusion and Recommendations
Boost visual appeal
Use OpenAI’s DALL-E model to generate an impactful visual to use as the cover image for the report.
Finalize and share the report
Compile all the textual and visual elements into your report and review the contents carefully. Go through and polish the report for clarity and coherence. Once satisfied with the finalized report, share it with key stakeholders, incorporating their feedback to improve the report’s utility. We also recommend that you regularly review the accuracy and relevance of generated reports.
Have fun experimenting with Webz.io and OpenAI
You’re all set to start automating mergers and acquisitions reports. By following this guide and leveraging tools from Webz.io and OpenAI, you’ll gain invaluable insights from news data that you can use to aid in strategic decision-making. Let the automated reports production begin!
Download the example code and report:
- The full Python script
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import docx import requests from openai import OpenAI import os import openai from Levenshtein import ratio from docx.shared import Pt from bs4 import BeautifulSoup import io from docx.oxml.shared import OxmlElement, qn from docx.shared import Pt from docx.enum.text import WD_ALIGN_PARAGRAPH WEBZ_API_KEY = os.getenv("WEBZ_API_KEY") openai.api_key = os.getenv("OPENAI_API_KEY") NUM_OF_REPORTS = 5 client = OpenAI() def are_similar(str1, str2, threshold=1): """ Check if two strings are similar based on Levenshtein ratio. """ return ratio(str1, str2) > threshold def remove_similar_strings(articles): unique_articles = [] for article in articles: if not any(are_similar(article['text'], existing['text'], 0.7) for existing in unique_articles): unique_articles.append(article) return unique_articles def trim_string(string, max_length): if len(string) > max_length: return string[:max_length] else: return string # Function to get news articles from Webz.io API def fetch_articles(query, api_key, total): endpoint = f"https://api.webz.io/filterWebContent?token={api_key}&format=json&q={query}&size=100&ts=0" all_posts = [] while total > 0: response = requests.get(endpoint) data = response.json() posts = data["posts"] if len(posts) == 0: break all_posts.extend(posts) total -= len(posts) if total > 0 and "next" in data: endpoint = f"https://api.webz.io{data['next']}" else: break articles = [] for article in all_posts: article = {'title': article["title"], 'text': trim_string(trim_title(article["title"]) + "\n\n" + article["text"], 10000), 'link': article['url'], 'published': article['published']} articles.append(article) return articles def trim_title(input_string): words = input_string.split() if "|" in input_string: return input_string.split("|")[0] last_dash_index = input_string.rfind("-") if last_dash_index != -1: right_of_dash = input_string[last_dash_index + 1:] right_words = right_of_dash.split() if len(right_words) <= 3 and len(words) > 10: return input_string[:last_dash_index] return input_string def add_image_from_base64(doc, image_url): response = requests.get(image_url) # Check if the request was successful if response.status_code == 200: image_stream = io.BytesIO(response.content) doc.add_picture(image_stream, width=docx.shared.Inches(6)) else: print(f"Failed to download image. Status code: {response.status_code}") def html_to_word(doc, html_content): soup = BeautifulSoup(html_content, 'html.parser') for element in soup.find_all(['b', 'ul']): if element.name == 'b': # Add bold text as a heading doc.add_paragraph(element.get_text(), style='Heading 2') elif element.name == 'ul': for item in element.find_all('li'): # Add list items doc.add_paragraph(item.get_text(), style='List Bullet') def add_hyperlink(paragraph, url, text): """ Add a hyperlink to a paragraph. """ part = paragraph.part r_id = part.relate_to(url, docx.opc.constants.RELATIONSHIP_TYPE.HYPERLINK, is_external=True) hyperlink = OxmlElement('w:hyperlink') hyperlink.set(qn('r:id'), r_id,) new_run = OxmlElement('w:r') rPr = OxmlElement('w:rPr') u = OxmlElement('w:u') u.set(qn('w:val'), 'single') rPr.append(u) u = OxmlElement('w:u') u.set(qn('w:val'), 'single') rPr.append(u) new_run.append(rPr) new_run.text = text hyperlink.append(new_run) paragraph._p.append(hyperlink) return hyperlink def insert_titles_in_text(text, reports): # Placeholder for inserting the titles placeholder = "[]" # Extracting the titles from the reports and formatting them with new lines titles = "\n".join([report['title'] for report in reports]) # Replacing the placeholder with the titles updated_text = text.replace(placeholder, titles) return updated_text def generate_article_image(): print("Generating post image") image_url = "" try: response = client.images.generate( model="dall-e-3", prompt="Create an image for a cover of a Mergers and Acquisitions report. The scene is set in a modern, spacious corporate boardroom with a large glass table. On the table, neatly arranged, are documents, pens, and digital tablets showing graphs and financial data. In the foreground, two pairs of hands, one male and one female, are in the middle of a handshake, symbolizing a successful deal. In the background, through a large window, we see a city skyline with skyscrapers, implying a high-powered business environment. The color scheme should be a mix of cool blues and warm golds to give a sense of professionalism and success. Incorporate subtle M&A related icons like pie charts, upward arrows, and company logos in a tasteful manner. Ensure the image is suitable for a formal report, with a focus on clarity and corporate aesthetics.", n=1, size="1024x1024" ) image_url = response.data[0].url except Exception as e: print("An error occurred generating the image:", str(e)) return image_url def get_unique_posts_from_webz(query): print("Fetch posts from Webz.io") articles = fetch_articles(query, WEBZ_API_KEY, 100) filtered_articles = remove_similar_strings(articles) return filtered_articles def call_gpt_completion(prompt): return client.chat.completions.create( model="gpt-4-1106-preview", max_tokens=4096, messages=[ {"role": "user", "content": prompt}, ] ) def generate_reports(filtered_articles): print("Generating Reports") reports = [] for article in filtered_articles: print(f"Creating report about: {article['title']}") prompt = f"""Carefully review the following news article between the [] brackets and determine if there is an explicit discussion about an M&A deal emerging from its content. The article is as follows: [ {article['text']} ] If the article explicitly mentions or clearly discuss an M&A (merger & acquisition) deal, generate a detailed report in HTML format. Use <B> tags to highlight the titles of each section and <UL> and <LI> tags for listing items. The report should include the following sections: <HTML> <B>Executive Summary</B> <UL><LI>Summarize the main points of the M&A deal: companies involved, deal size, key dates, high-level analysis of the deal's rationale and expected outcomes.</LI></UL> <B>Introduction</B> <UL><LI>Provide a background information about the companies involved, industry context and market conditions leading up to the M&A.</LI></UL> <B>Details of the Deal</B> <UL><LI>Provide a description of the M&A transaction: type, structure, financial terms, timeline, information on deal financing.</LI></UL> <B>Strategic Rationale</B> <UL><LI>Provide a strategic reasons behind the M&A, expected benefits for both companies.</LI></UL> <B>Market Reaction and Analysis</B> <UL><LI>Discuss the market reaction to the announcement, comparison with similar industry deals.</LI></UL> <B>Regulatory and Legal Considerations</B> <UL><LI>Mention any regulatory approvals and antitrust concerns, legal implications and compliance requirements.</LI></UL> <B>Risk Analysis</B> <UL><LI>Discuss any potential risks associated with the deal, risk mitigation strategies.</LI></UL> <B>Financial Analysis</B> <UL><LI>Review the financial metrics and performance indicators, impact on financial statements.</LI></UL> <B>Industry and Competitor Impact</B> <UL><LI>Discuss the effect on the broader industry and market dynamics, impact on competitors.</LI></UL> <B>Conclusion and Recommendations</B> <UL><LI>Provide a summary of key findings and insights, recommendations for stakeholders.</LI></UL> </HTML> If the article does not explicitly mention or discuss an M&A deal, please respond with: can't produce report. """ try: response = call_gpt_completion(prompt) report = {'text': ''} for choice in response.choices: report['text'] += choice.message.content if "Executive Summary" in report['text']: report['link'] = article['link'] report['title'] = article['title'] report['published'] = article['published'] reports.append(report) print(f"Created a report about: {article['title']}") else: print(f"Can't product report for: {article['title']}") if len(reports) == NUM_OF_REPORTS: break except Exception as e: print("An error occurred:", str(e)) return reports def generate_intro(reports): print("Generate post intro") prompt = """ Write a paragraph introducing a digest that contains M&A reports about the following titles, don't elaborate on these titles: [] The reports are created automatically by using Webz.io news api and ChatGPT. The reports are generated by calling the Webz.io news API for news articles categorized as "Economy, Business and Finance" related to M&A deals. The matching news articles are then run through a ChatGPT prompt to analyze if the article is indeed about an M&A deal. If so it create a structured report. """ prompt = insert_titles_in_text(prompt, reports) intro = "" try: response = call_gpt_completion(prompt) for choice in response.choices: intro += choice.message.content except Exception as e: print("An error occurred:", str(e)) return intro def generate_title(intro): print("Creating a title") prompt = "Create a title using the following text as a context:\n" + intro title_text = "" try: response = call_gpt_completion(prompt) for choice in response.choices: title_text += choice.message.content except Exception as e: print("An error occurred:", str(e)) title_text = title_text.strip(" ").strip('\"') if title_text.startswith("Title:"): # Sometimes ChatGPT prefix the title with Title: return title_text[len("Title:"):] return title_text def create_word_doc(file_name, title_text, image_url, intro, reports): print("Saving to word document") doc = docx.Document() # Add a title title = doc.add_paragraph() title.style = 'Title' title_run = title.add_run(title_text) title_run.font.size = Pt(24) # Set the font size title_run.font.name = 'Arial (Body)' # Set the font title.alignment = WD_ALIGN_PARAGRAPH.CENTER # Center align the title if len(image_url) > 0: add_image_from_base64(doc, image_url) doc.add_paragraph(intro) # Add each report for report in reports: p = doc.add_paragraph(style='Heading 1') add_hyperlink(p, report['link'], report['title']) doc.add_paragraph(f"Published on: {report['published']}") html_to_word(doc, report['text']) doc.add_paragraph(""" """) for paragraph in doc.paragraphs: for run in paragraph.runs: run.font.name = 'Arial (Body)' # Save the document doc.save(file_name) def main(): image_url = generate_article_image() filtered_articles = get_unique_posts_from_webz("""category:"Economy, Business and Finance" num_chars:>1000 language:english published:>now-7d social.facebook.likes:>0 title:acquire""") reports = generate_reports(filtered_articles) intro = generate_intro(reports) title_text = generate_title(intro) create_word_doc("M&A digest.docx", title_text, image_url, intro, reports) if __name__ == "__main__": main() |
- Example of auto-generated report in PDF format.
To run the script:
- Ensure that Python and the required Python libraries are installed on your machine.
- Set your OpenAI API key in your development environment.
- Set your Webz.io News API key in your development environment.
- Run the script.
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