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merger-model

Build accretion/dilution merger models in Excel with pro-forma EPS and synergy sensitivities.

Updated Jun 7, 2026
Search Tags:#Excel#openpyxl#M&A#investment banking#merger model#accretion dilution#EPS analysis
One-click install
npx skills add https://github.com/Chensihakniroth/ANAKOT-AGENT --skill merger-model-chensihakniroth
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: merger-model
Source: https://github.com/Chensihakniroth/ANAKOT-AGENT/tree/main/optional-skills/finance/merger-model
Command: npx skills add https://github.com/Chensihakniroth/ANAKOT-AGENT --skill merger-model-chensihakniroth

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl.

What problem does it solve? Evaluating an M&A transaction requires building a detailed accretion/dilution model by hand — computing pro-forma EPS, sources and uses, purchase price allocation, and synergy breakevens — which is slow and error-prone in Excel. ## Core Features & Use Cases - Accretion/Dilution Analysis: Calculates pro-forma EPS impact across Years 1-3, including synergies, foregone interest, new debt interest, and intangible amortization. - Deal Structuring Tables: Produces purchase price analysis, sources & uses, and sensitivity tables across offer premium, synergy levels, and cash/stock mix. - Breakeven Synergies: Computes the minimum synergies required for the deal to be EPS-neutral in Year 1. - Use Case: An investment banking analyst preparing merger consequences slides for a pitch book can generate a complete Excel workbook with assumptions, pro-forma income statement, and sensitivity tables, plus a one-page summary. ## Quick Start Build a merger model for an acquirer offering a 25% premium funded 50/50 cash and stock with $50M of run-rate cost synergies, and show the Year 1 accretion/dilution sensitivity table.

Frequently Asked Questions about merger-model

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

FAQPage Schema
How do I build an accretion/dilution merger model in Excel?▼

Gather acquirer and target financials plus deal terms, then compute pro-forma net income by adding after-tax synergies and subtracting foregone interest, new debt interest, and intangible amortization. Divide by pro-forma shares to get EPS and compare against standalone EPS for the accretion/dilution percentage.

What inputs are needed for a merger consequences analysis?▼

You need acquirer share price, shares outstanding, EPS, cost of debt and tax rate, plus target valuation and net income. Deal terms include offer premium, cash/stock mix, new debt raised, expected synergies with phase-in, and transaction fees.

How are breakeven synergies calculated in an M&A model?▼

Breakeven synergies are the minimum after-tax synergies needed for pro-forma EPS to equal standalone acquirer EPS in Year 1. The model solves for the synergy level that offsets foregone interest, new financing costs, and share dilution.

Does this merger model work without a financial data MCP server?▼

Yes, it falls back to web_search and web_extract against SEC EDGAR for US filings, company IR pages, or user-provided data. Any figure that cannot be sourced is flagged as [UNSOURCED] rather than fabricated.

What are the limitations of a headless openpyxl merger model?▼

The model produces a static .xlsx file on disk rather than a live Excel session, so formulas must be recalculated with the excel-author recalc script before delivery. It also depends on externally sourced market data, which may require manual input when no data connector is configured.

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