merger-model

Build merger models to evaluate accretion/dilution and pro forma financial impacts.

Updated Aug 23, 2026
One-click install
npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill merger-model-brianping7
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: merger-model
Source: https://github.com/brianping7/volc-financial-services-skill-sets/tree/main/investment-banking/merger-model
Command: npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill merger-model-brianping7

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about merger-model

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

FAQPage Schema
How do I calculate EPS accretion and dilution for a proposed M&A transaction?

To calculate EPS accretion and dilution, input the acquirer and target historical financials, share counts, and transaction consideration mix to generate pro forma statements and share count adjustments. This workflow evaluates the exact drivers of EPS accretion or dilution under various transaction structures.

How do I build a merger model with purchase price allocation and synergy assumptions?

Build a merger model by inputting target and acquirer financials, transaction terms, and financing details to automatically calculate purchase price allocation, goodwill, and fair value adjustments. The model outputs pro forma income statements, PPA tables, and phased cost/revenue synergy impacts.

What inputs are required to analyze pro forma financial impacts in an M&A deal?

Required inputs include acquirer and target historical financial statements, share counts, transaction consideration mix, financing terms, and synergy assumptions with timing. These inputs generate pro forma statements, accretion/dilution tables, purchase price allocations, and sensitivity matrices.

How do I run sensitivity analysis on purchase price and synergies for M&A deals?

Run sensitivity analysis by varying inputs like purchase price, synergy amounts, and financing terms to generate scenario tables and sensitivity matrices. This tests how different transaction structures and synergy realization rates impact pro forma EPS accretion and dilution outcomes.

Does this merger model support mixed cash and stock consideration structuring?

Yes, it supports transaction structuring with cash, stock, or mixed-consideration calculations, automatically adjusting share counts and financing impacts. The model computes sources and uses, financing terms, and the resulting pro forma income statement impacts for each consideration mix scenario.

Can I use this for sell-side fairness analysis and investment committee memos?

Yes, the model supports both buy-side valuation and sell-side fairness analysis by generating transaction summaries, pro forma statements, and sensitivity tables. These structured outputs provide the necessary financial impact and accretion/dilution metrics for investment committee memos and integration planning.