What problem does it solve?
This skill eliminates the manual spreadsheet work required to evaluate whether an acquisition will be accretive or dilutive to EPS, while quantifying synergy impacts and financing effects over time.
Core Features & Use Cases
- Accretion/Dilution EPS modeling (Year 1-3): Computes pro forma net income, pro forma share count, EPS, and the accretion/(dilution) percentage by period.
- Synergy and financing sensitivity tables: Produces scenario grids showing EPS impact across synergy levels and offer premium, plus cash/stock mix outcomes.
- Purchase price and breakeven analysis: Structures sources & uses, purchase price effects, and determines the minimum Year 1 synergies needed for EPS neutrality.
Use it to prepare board-ready merger consequences analysis for a pitch, or to evaluate deal terms (offer price, consideration mix, debt vs. equity financing, and synergy assumptions) with a clean Excel output.
Quick Start
Ask the AI to generate an .xlsx merger model using your acquirer/target inputs, deal terms, synergy phase-in assumptions, and financing mix so it outputs assumptions, pro forma EPS, sensitivity tables, and breakeven analysis in one workbook.