merger-model

Calculate M&A accretion and dilution with pro forma income statements.

1|Updated Jul 31, 2026
One-click install
npx skills add https://github.com/icyzh/hermes-web --skill merger-model-icyzh
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: merger-model
Source: https://github.com/icyzh/hermes-web/tree/main/optional-skills/finance/merger-model
Command: npx skills add https://github.com/icyzh/hermes-web --skill merger-model-icyzh

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl.

What problem does it solve?

This skill solves the complexity of modeling M&A transactions by automating the calculation of pro forma EPS, synergy sensitivities, and purchase price allocation, ensuring financial accuracy in deal analysis.

Core Features & Use Cases

  • Accretion/Dilution Analysis: Models the impact of acquisitions on pro forma EPS over a three-year horizon.
  • Sensitivity Modeling: Generates tables to test deal outcomes against varying synergy levels, offer premiums, and cash/stock consideration mixes.
  • Use Case: Use this when evaluating a potential acquisition target to determine if the deal is accretive or dilutive and to prepare the necessary merger consequences summary for a pitch book.

Quick Start

Use the merger-model skill to build a pro forma analysis for the proposed acquisition of TargetCorp using the provided financial inputs.

Frequently Asked Questions about merger-model

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

FAQPage Schema
How do I build a merger model for accretion dilution analysis in Excel?

You build an accretion dilution model by calculating pro forma EPS over a three-year horizon through modeling pro forma income statements and purchase price allocations. This skill automates the calculation and generates structured Excel workbooks with assumptions, sources and uses, and sensitivity tables.

What is accretion dilution analysis in M&A transactions?

Accretion dilution analysis in M&A transactions measures the impact of an acquisition on the acquiring company's pro forma earnings per share (EPS). A deal is accretive if EPS increases and dilutive if EPS decreases, determined here by modeling pro forma income statements and purchase price allocations.

Can I test synergy sensitivity and deal structure variations in a merger model?

Yes, you can test synergy sensitivity and deal structure variations by generating sensitivity tables. This skill evaluates deal outcomes against varying synergy levels, offer premiums, and cash/stock consideration mixes to determine if the proposed transaction is accretive or dilutive.

Does this merger model skill require openpyxl for generating Excel workbooks?

Yes, this merger model skill requires the openpyxl library to generate structured Excel workbooks. It uses this headless dependency to output financial analysis outputs including assumptions, sources and uses tables, and sensitivity matrices.

What is the best way to calculate purchase price allocation for an acquisition target?

The best way to calculate purchase price allocation is to model the pro forma income statements and evaluate the sources and uses of funds. This skill automates the purchase price allocation calculation to ensure financial accuracy in deal analysis and pitch book preparation.

Why use a dedicated skill for M&A financial modeling instead of building formulas manually?

Using a dedicated skill for M&A financial modeling ensures financial accuracy in deal analysis by automating complex calculations like pro forma EPS, synergy sensitivities, and purchase price allocation, avoiding manual formula errors while preparing structured workbooks for pitch books.