merger-model

A merger model in Excel calculates pro forma EPS impact by combining acquirer and target financials, financing structures, and synergies to determine accretion or dilution. It outputs a pitch-ready summary with sources, uses, and a sensitivity suite.

Accretion dilution analysis compares the pro forma EPS of a combined entity against the acquirer's standalone EPS to measure deal value. It factors in purchase price, cash or stock financing, and synergy impacts to show if a deal increases or decreases earnings.

Modeling synergies and financing effects involves inputting offer prices and debt structures into a structured Excel framework to generate a pro forma P&L. This captures financing costs and synergy realizations across Year 1 through Year 3.

Yes, sensitivity analysis on purchase price and cash or stock mix is supported through a built-in sensitivity suite. It recalculates pro forma EPS impacts across varying financing scenarios to identify optimal deal structures.

Yes, headless openpyxl is required to programmatically build and recalculate the Excel merger model before delivery. It enables automated recalculation of pro forma financials and accretion dilution outputs without opening Excel.

Structuring sources and uses requires mapping financing mixes against purchase prices and transaction fees to generate a pro forma P&L. This framework ensures accurate synergy modeling and clear EPS impact visualization for board materials.