What problem does it solve?
Building accurate accretion/dilution merger models for M&A transactions is time-consuming, requires deep financial modeling expertise, and is prone to critical errors that can mislead deal decisions. This Skill automates the end-to-end creation of these models, eliminating manual spreadsheet work and ensuring consistency with industry-standard M&A analysis practices.
Core Features & Use Cases
- Full Pro Forma M&A Modeling: Automatically generates complete accretion/dilution analyses including purchase price allocation, pro-forma P&L, and EPS impact calculations for Year 1-3.
- Sensitivity & Breakeven Analysis: Builds dynamic sensitivity tables for synergies, offer premium, and cash/stock mix, plus calculates the minimum synergies required for a deal to be EPS-neutral.
- Use Case: An investment banker preparing a board presentation for a $200M acquisition can use this Skill to quickly model multiple deal term scenarios, validate EPS impact, and produce a polished Excel workbook and one-page summary for stakeholders.
Quick Start
Use the merger-model skill to build a full accretion/dilution analysis for the acquisition of Target Corp by Acme Inc with a 25% cash / 75% stock consideration mix, 20% offer premium, and $40M in phased cost synergies.