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merger-model

Build accretion/dilution merger models in Excel with pro forma EPS and synergy sensitivities.

Updated Jun 5, 2026
Search Tags:#openpyxl#excel#investment banking#m&a#merger model#accretion dilution#eps analysis
One-click install
npx skills add https://github.com/xu1713/openhorse --skill merger-model-xu1713
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: merger-model
Source: https://github.com/xu1713/openhorse/tree/main/openhorse/openhorse/optional-skills/finance/merger-model
Command: npx skills add https://github.com/xu1713/openhorse --skill merger-model-xu1713

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl.

What problem does it solve? Evaluating an M&A transaction requires building a pro forma accretion/dilution model that combines acquirer and target financials, financing mix, synergies, and purchase price allocation — a time-consuming and error-prone spreadsheet task for bankers and analysts. ## Core Features & Use Cases - Pro Forma EPS Analysis: Calculates Year 1-3 accretion/dilution including after-tax synergies, foregone interest, new debt interest, and intangible amortization. - Sources & Uses and Sensitivity Tables: Builds purchase price analysis, funding structure, and sensitivity grids across synergy levels, offer premiums, and cash/stock mixes. - Breakeven Synergies: Computes the minimum synergies needed for the deal to be EPS-neutral in Year 1. - Use Case: An investment banking analyst preparing merger consequences slides for a pitch book can generate a complete Excel workbook with assumptions, pro forma income statement, and sensitivity tables. ## Quick Start Build an accretion/dilution merger model in Excel for an acquirer offering a 25% premium with a 50/50 cash-stock mix and $50M of expected synergies.

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, deal terms, and synergy estimates, then compute pro forma net income including after-tax synergies, foregone interest, new debt interest, and intangible amortization. Divide by pro forma shares to get pro forma EPS and compare against standalone EPS for the accretion/dilution percentage.

What inputs are needed for a merger model?▼

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

How are synergies treated in accretion/dilution analysis?▼

Synergies are phased in over time, with Year 1 often reflecting only 25-50% of run-rate synergies, and are taxed at the acquirer's marginal rate. The model also computes breakeven synergies needed for the deal to be EPS-neutral in Year 1.

Does the merger model handle stock versus cash deals differently?▼

Yes. Stock deals use the acquirer's current price for the exchange ratio and account for dilution from new shares issued, while cash deals include foregone interest income on cash used and new interest expense on debt raised.

Where does the financial data for the model come from?▼

The model prefers structured financial-data MCP sources when configured, and otherwise falls back to SEC EDGAR filings, company IR pages, or user-provided data. Any figure that cannot be sourced is flagged as [UNSOURCED] rather than fabricated.

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