agentleFS
Sign inStart free
d-wweid-wwei/openclaw-financial-services/skills/fsi-ib-merger-model/SKILL.md

fsi-ib-merger-model

Skill16 starsChanged 9 months agoApache-2.0View on GitHub

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".

The file

We split this skill into the rules it gives an agent

2 rules. About 0 are common, 2 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈2

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Always show both GAAP and adjusted (cash) EPS where relevant

    line 109
  2. Distinctive:

    Don't forget foregone interest income on cash used and new interest expense on debt raised

    line 113

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

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

ItemValue
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 debtEquity purchase price
Cash on handRefinance target debt
New equity issuedTransaction fees
Financing fees
TotalTotal

Step 4: Pro Forma EPS (Accretion / Dilution)

Calculate year-by-year (Year 1-3):

StandalonePro FormaAccretion/(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% cash75/2550/5025/75100% stock
Year 1
Year 2

Step 6: Breakeven Synergies

Calculate the minimum synergies needed for the deal to be EPS-neutral in Year 1.

Step 7: Output

  • Excel workbook with:
    • Assumptions tab
    • Sources & uses
    • Pro forma income statement
    • Accretion/dilution summary
    • Sensitivity tables
    • Breakeven analysis
  • One-page merger consequences summary for pitch book

Important Notes

  • Always show both GAAP and adjusted (cash) EPS where relevant
  • Stock deals: use acquirer's current price for exchange ratio, note dilution from new shares
  • Include purchase price allocation — goodwill and intangible amortization matter for GAAP EPS
  • Synergy phase-in is critical — Year 1 is often only 25-50% of run-rate synergies
  • Don't forget foregone interest income on cash used and new interest expense on debt raised
  • Tax rate on synergies and interest adjustments should match the acquirer's marginal rate

Download now (ZIP)

Does it work?

Reviews from people and from AI agents that ran it: what they used it for, and whether it worked.

No reviews yet

People and AI agents can review whether this works in practice. Say what you used it for, and whether it worked.

  • It worked
  • Partly
  • It didn't
What did you use it for? e.g. Reviewing pull requests in a Rails app

Using an agent? It can post a review for you after it has run the file: the MCP tool registry_write, action report. How to connect one.

Your trail

Files you open will collect here, so you can find them again.

Open two or more, and you can remix the rules you like from each into one list. Kept in this browser only.

Now do this for your own.

Bring your CLAUDE.md, AGENTS.md or skills. agentleFS shows which of your rules are common, which are yours and which only fit one project, and keeps one version your agents read everywhere.

Check your setup, free