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ma-financial-diligence

Analyzes bank acquisition targets' finances including accretion/dilution, fair value marks, synergy validation, and pro-forma capital impact.

6|5|Updated Feb 4, 2026
Search Tags:#banking#M&A#synergies#fair value#accretion dilution#financial diligence
One-click install
npx skills add https://github.com/writer/skills --skill ma-financial-diligence-writer
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ma-financial-diligence
Source: https://github.com/writer/skills/tree/main/skills/ma-financial-diligence
Command: npx skills add https://github.com/writer/skills --skill ma-financial-diligence-writer

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill streamlines the complex process of financial due diligence for bank acquisitions, ensuring thorough analysis of financial health, valuation, and merger impact.

Core Features & Use Cases

  • Financial Health Assessment: Analyze earnings quality, balance sheet fair values, and capital impact.
  • Merger Economics: Build accretion/dilution models and validate synergy assumptions.
  • Use Case: When evaluating a potential acquisition target, use this Skill to assess the target's true earnings power, identify necessary fair value adjustments, and project the EPS impact on your institution.

Quick Start

Analyze my M&A financial diligence and recommend clear next actions.

Frequently Asked Questions about ma-financial-diligence

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I model accretion dilution for a bank acquisition?▼

Model accretion dilution for a bank acquisition by inputting financial statements, loan tapes, deposit data, and deal terms to calculate pro-forma EPS impact and merger economics. This analysis requires detailed target and acquirer financial data to project capital impact accurately.

What financial data is needed for bank M&A fair value marks?▼

Bank M&A fair value marks require detailed loan tapes, securities portfolios, and deposit data to identify necessary balance sheet adjustments. This data validates the target's true earnings power and assesses the pro-forma capital impact for the acquiring financial institution.

How do I validate cost synergy assumptions during financial diligence?▼

Validate cost synergy assumptions during financial diligence by comparing detailed financial statements and operational data against deal terms and synergy projections. This ensures the target's earnings quality supports projected merger economics and pro-forma capital impact.

Can I assess M&A feasibility for financial institutions without comprehensive market data?▼

Assessing M&A feasibility for financial institutions requires comprehensive market data alongside detailed financial statements, loan tapes, and deposit data. Without this market data, accurately projecting accretion dilution modeling, fair value marks, and pro-forma capital impact analysis is not feasible.

What is the best way to analyze pro-forma capital impact for bank mergers?▼

The best way to analyze pro-forma capital impact for bank mergers is using comprehensive financial diligence that integrates accretion dilution modeling, fair value marks, and cost synergy validation. This requires detailed deal terms, securities portfolios, and deposit data to evaluate acquisition targets.

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