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merger-model

Build M&A accretion/dilution analysis workbooks in Excel using openpyxl.

Updated Aug 22, 2026
Search Tags:#Excel#openpyxl#M&A#investment banking#merger model#accretion dilution#EPS analysis
One-click install
npx skills add https://github.com/vivekgoquest/hermes-agent-stable --skill merger-model-vivekgoquest
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: merger-model
Source: https://github.com/vivekgoquest/hermes-agent-stable/tree/main/optional-skills/finance/merger-model
Command: npx skills add https://github.com/vivekgoquest/hermes-agent-stable --skill merger-model-vivekgoquest

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl.

What problem does it solve? Evaluating an acquisition's impact on earnings per share requires complex pro forma calculations across purchase price allocation, financing mix, and synergy assumptions, which is error-prone when done manually. ## Core Features & Use Cases - Accretion/Dilution Modeling: Calculates pro forma EPS impact year-by-year, including synergies, foregone interest, new debt interest, and intangible amortization. - Sensitivity & Breakeven Analysis: Generates sensitivity tables across synergy levels, offer premiums, and cash/stock mixes, plus breakeven synergy calculations. - Use Case: An investment banking analyst preparing merger consequences analysis for a pitch book can produce a complete Excel workbook with assumptions, sources & uses, pro forma income statement, and sensitivity tables. ## Quick Start Build a merger model for an acquirer offering a 25% premium with a 50/50 cash-stock mix and $50M in expected synergies, outputting an Excel workbook with accretion/dilution analysis.

Frequently Asked Questions about merger-model

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

FAQPage Schema
How do I build an accretion/dilution merger model in Excel?▼

Gather acquirer and target financials plus deal terms, then calculate pro forma EPS by combining net incomes, after-tax synergies, foregone interest, new debt interest, and intangible amortization. The model outputs an Excel workbook with assumptions, sources & uses, and sensitivity tables.

What inputs are needed for M&A accretion/dilution analysis?▼

You need acquirer share price, shares outstanding, EPS, cost of debt and tax rate, plus target financials and deal terms including offer price, cash/stock mix, new debt raised, expected synergies, and transaction fees.

How are breakeven synergies calculated in a merger model?▼

Breakeven synergies are the minimum after-tax synergies needed for the deal to be EPS-neutral in Year 1, offsetting the dilutive effects of foregone interest, new debt interest, intangible amortization, and any new shares issued.

Does this merger model work without financial data MCP servers?▼

Yes, it falls back to web search and extraction against SEC EDGAR for US filings, company IR pages, or user-provided data. Unsourced figures are flagged as [UNSOURCED] rather than fabricated.

Why does synergy phase-in matter in accretion/dilution models?▼

Year 1 typically captures only 25-50% of run-rate synergies, so assuming full synergies immediately overstates early pro forma EPS. The model applies phase-in timelines year-by-year for realistic accretion/dilution estimates.

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