Merger Accretion Model
by Edric Vale
Use to build a merger accretion/dilution model in Excel: pro-forma P&L, synergies, financing mix, ownership percentages, EPS impact and full deal math walkthrou
Secure checkout via Stripe
Works with the AI tools you already use
See it in action
You say
Build a merger accretion model for a $500M acquisition at a 20% premium. The buyer is paying with a 60/40 stock-to-cash mix. Include a sensitivity table for synergies vs. premium.
Your agent does
I have structured the Excel model with 7 sheets. The Assumptions sheet captures the $500M base price and 20% premium ($600M deal value). Pro-forma EPS is calculated by combining Net Incomes, adjusting for $240M in new cash debt interest, and adding $360M in new equity shares.
What you get
About this skill
The problem
Manual M&A modeling is prone to circular reference errors and inconsistent financing assumptions. Financial analysts often struggle to accurately calculate the break-even synergy point or quantify the specific EPS impact of varying stock-to-cash mixes.
What it does
- Generates a structured multi-sheet Excel architecture including Assumptions, Standalone P&Ls, and Pro-forma sheets.
- Calculates precise deal math covering offer premiums, equity purchase prices, and uses of funds.
- Orchestrates pro-forma ownership logic to determine new share counts and ownership percentages.
- Builds dynamic accretion/dilution analysis that measures EPS impact in both currency and percentage terms.
- Constructs sensitivity data tables to visualize how changes in premium and synergy levels affect deal viability.
Frameworks & tools
Microsoft Excel, Google Sheets, Investment Banking Financial Modeling standards.
Why this beats prompting it yourself
Generic prompts often miss the nuances of financing costs, tax effects on synergies, and share count dilution. This skill enforces a rigorous sheet-by-sheet order and verification checklist to ensure your deal math balances to the dollar.
Use cases
- Screening potential acquisition targets for EPS impact.
- Building sensitivity tables for investment banking case studies or board decks.
- Determining the required synergies to reach a break-even accretion level.
- Validating the financing mix impact on pro-forma ownership.
Known limitations
Does not handle complex LBO debt waterfalls or mark-to-market accounting adjustments. Not designed for tax or legal structuring opinions.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
Reviews
No reviews yet
Be one of the first to try it. Every listed skill passes our trust checks below.
Security scanned
Passed our 8-point scan before listing
Fresh listing
Recently published to Agensi
30-day refund
Not a fit? Get your money back
Trust & safety
Security scanned
Verified clean today
- 30-day refund guarantee
- One-time purchase, yours forever
- Secure checkout via Stripe
Creator
764+ total installs · 69 skills on Agensi
Frequently Asked Questions
Popular in Finance, Legal & Accounting
gtm-engine
High-conversion sales outreach, SaaS agreements, and marketing collateral for revenue-focused AI agents.
agent-financial-research-workflow
Teaches AI coding agents (Claude Code, Cursor, Codex CLI) to perform structured financial research using free APIs and systematic methodology. Covers SEC filing analysis, financial metrics extraction,
Expense Categoriser Global
Turn messy bank statements into clean, categorized business expense tables and formula-driven Excel workbooks.
Cash Flow Snapshot
Generate professional 30/60/90-day cash flow forecast workbooks with live formulas and shortfall alerts.