merger-model

To build a pro-forma EPS model in Excel, you input acquirer and target financials, define deal terms and financing structures, then run a recalculation step to generate end-to-end accretion/dilution impacts and synergy effects.

Accretion/dilution analysis calculates the impact of a merger on the acquirer's pro-forma EPS. You need it during deal evaluation and for board-ready pitch materials to determine if a transaction increases or decreases shareholder value.

Yes, you can run scenario and sensitivity analysis in Excel by testing different deal terms, financing mixes, and cost synergy assumptions to understand their specific impacts on pro-forma EPS and overall transaction outcomes.

The merger model includes both purchase-price allocation considerations and synergy assumptions. It uses deterministic formulas and standardized inputs to deliver reproducible, auditable outputs for pro-forma P&L and EPS impact analysis.

The best way to calculate synergies and financing mixes for M&A pitch materials is using a standardized merger modeling workflow with reproducible formulas, enabling consistent pro-forma P&L generation and board-ready analysis.