Agent skill · business finance · anthropics
merger-model
Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on "merger model", "accretion dilution", "M&A model", "pro forma EPS", "merger consequences", or "deal impact analysis".
Why this skill is useful
Provides a detailed framework for M&A financial modeling that includes specific calculations and analyses not commonly found in generic resources.
What it needs
About 3k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
Merger Model Workflow Step 1: Gather Inputs Acquirer: Company name, current share price, shares outstanding LTM and NTM EPS (GAAP and adjusted) P/E multiple Pre-tax cost of debt, tax rate Cash on balance sheet, existing debt Target: Company name, current share price, shares outstanding (if public) LTM and NTM EPS or net income Enterprise value or equity value Deal Terms: Offer price per share (or premium to current) Consideration mix: % cash vs. % stock New debt raised to fund cash portion Expected synergies (revenue and cost) and phase-in timeline Transaction fees and financing costs Expected close date Step 2: Purchase Price Analysis Item Value ------ ------- Offer price per share Premium to current Equity value Plus: net debt assumed Enterprise value EV / EBITDA implied P/E implied Step 3: Sources & Uses Sources $ Uses $ --------- --- ------ --- New debt Equity purchase price Cash on hand Refinance target debt New equity issued Transaction fees Financing fees Total Total Step 4: Pro Forma EPS (Accretion / Dilution) Calculate year-by-year (Year 1-3): Standalone Pro Forma Accretion/(Dilution) --- ----------- ----------- --------------------- Acquirer net income Target net income Synergies (after tax) Foregone interest on cash (after tax) New debt interest (after tax) Intangible amortization (after tax) Pro forma net income Pro forma shares Pro forma EPS Accretion / (Dilution) % Step 5: Sensitivity Analysis Accretion/Dilution vs. Synergies and Offer Premium: $0M syn $25M syn $50M syn $75M syn $100M syn --- --------- ---------- ---------- ---------- ----------- 15% premium 20% premium 25% premium 30% premium Accretion/Dilution vs. Cash/Stock Mix: 100% cash 75/25 50/50 25/75 100% stock --- ----------- ------- ------- ------- ------------ Year 1 Year 2 Step 6: Breakeven Synergies Calculate the minimum synergies needed for the deal to be EPS-neutral in Year 1. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/merger-model