What problem does it solve?
Provides a structured, repeatable workflow to evaluate the financial impact of mergers and acquisitions, quickly determining accretion/dilution to acquirer EPS, pro forma statements, purchase price allocation and synergy effects so deal teams can make informed decisions.
Core Features & Use Cases
- Transaction structuring: Cash, stock or mixed-consideration calculations, sources & uses, and financing impact.
- Accretion / Dilution analysis: Pro forma EPS, share count adjustments, and the drivers of accretion or dilution under different scenarios.
- Purchase price allocation & synergies: Fair value adjustments, goodwill calculation, amortization impacts, and phased cost/revenue synergies with implementation costs.
- Sensitivity and reporting: Scenario tables for price, synergies, and financing; Excel model layout for transaction summary, inputs, and outputs.
- Use cases: Buy-side valuation, sell-side fairness analysis, investment committee memos, and integration planning.
Quick Start
Build a merger model comparing an acquirer and a target using provided historical financials, specify the consideration mix (cash/stock), input financing terms and synergy assumptions, and produce accretion/dilution, pro forma statements, PPA and sensitivity tables.