merger-model

To build a merger accretion dilution model in Excel, you need to calculate pro-forma EPS by combining both companies' net incomes and adjusting the acquirer's share count for stock financing, debt for cash financing, and after-tax synergies. This Skill generates a structured openpyxl .xlsx workbook automating these year-by-year calculations.

EPS accretion and dilution in M&A deals measures whether a transaction increases or decreases the acquiring company's earnings per share post-close. An accretive deal raises EPS while a dilutive deal lowers it, driven by purchase price, financing mix, deal fees, and after-tax synergy phase-in schedules.

Calculating pro-forma EPS impact with synergies and financing costs requires adjusting combined net income for after-tax synergies and new debt interest, then dividing by the new share count including any stock issued. The model structures these assumptions into a pro-forma income statement and accretion summary.

Yes, you can generate a sensitivity analysis for M&A premium and synergy assumptions. The model produces decision-ready scenario matrices across synergy levels, purchase premiums, and cash-stock financing mixes, while also calculating the EPS-neutral synergy breakeven thresholds.

No, this merger modeling tool does not require manual Excel formulas for purchase price allocation. It applies excel-author conventions with structured formulas, named ranges, and sources-and-uses tables to automatically track cash, stock, and debt financing impacts.

Unsourced multiples and filing facts in the merger model are explicitly flagged as [UNSOURCED] to prevent fabricated source data. This ensures all purchase price allocation assumptions and income statement inputs remain verifiable during pitch-book preparation.