merger-model

To build an accretion dilution analysis, input acquirer and target financials, deal terms, and financing assumptions to generate pro forma EPS, purchase price allocation, and sources and uses in an Excel workbook. The model automates synergy sensitivities and financing mix outputs.

A merger model evaluates the financial impact of an M&A transaction by calculating pro forma EPS to determine whether a deal is accretive or dilutive to the acquirer's shareholders. You need it for deal evaluation, investor pitches, and financial due diligence scenarios.

Create a sources and uses table by inputting your financing assumptions for cash, debt, and equity into the merger model. The workbook structures the total funds required against the financing mix to reflect the transaction's funding strategy.

Yes, you can run sensitivity tables for synergy levels and offer premium. The merger model generates stress-test outcomes by varying these inputs, alongside debt structure sensitivities, to evaluate different scenario impacts on the pro forma EPS.

Yes, this merger modeling approach works for investor pitches and board materials by producing an output-ready Excel workbook. It includes executive summaries, synergy sensitivities, and structured financing implications suitable for deal memos and board presentations.

Using Excel for purchase price allocation and merger modeling relies on accurate manual inputs for acquirer, target, and deal terms. While it automates pro forma EPS and sensitivity tables, complex transaction structures may require adjustments beyond standard headless openpyxl workbook generation.