Merger Analysis

Test whether a proposed acquisition is accretive or dilutive: pro-forma EPS, the breakeven premium, and the synergy level needed to make the deal neutral.

⚠️ **Finance warning / Avertissement finance** : informational only, not investment advice. Accretive does not mean good and dilutive does not mean bad: this analysis is a first quantitative screen on earnings per share, it says nothing about whether a deal creates value over time, and no output here is a promise of return. Curated by Skill Harbor: the merger analysis skill of the investment banking pack in andreworia/claude-finance-skills. Use it whenever a deal team asks whether a combination lifts or hurts EPS, or wants to test a price, a consideration mix or a synergy assumption before a board discussion or a pitch. The method runs in nine steps. It collects standalone figures for acquirer and target (net income, diluted shares, EPS, forward figures preferred since deals are marketed on next-twelve-months earnings), sets the purchase price from the offer per share times fully diluted shares plus the control premium over the unaffected price, and fixes the consideration mix across cash, new debt and stock, checked against leverage capacity so pro-forma leverage stays inside covenants. It layers the financing effects at the marginal borrowing rate (after-tax incremental interest on debt, foregone interest on cash spent), layers expected synergies after tax with their phasing and their one-time costs to achieve, computes the new share count from the stock portion, and builds pro-forma net income as a clean adjustment-by-adjustment bridge, including incremental amortization of acquired intangibles. Pro-forma EPS against standalone EPS gives the accretion or dilution percentage in year one. The skill then solves for breakeven two ways, the maximum premium payable and the minimum synergies needed for the deal to stay neutral, the synergy-to-neutral figure being, in the file's own words, often the most persuasive number in a board discussion, and sensitizes the result on premium, synergy level and mix so the team sees exactly where the deal flips. The worked example in the file is fictional and illustrative. From the andreworia/claude-finance-skills repository (MIT). Honest caveats: every input, prices, incomes, synergy estimates and tax rates, is yours to supply and to check, and synergy estimates are exactly where deal cases go to be optimistic. Skill Harbor never reviews the code, review it yourself before use.

At a glance

What: Test whether a proposed acquisition is accretive or dilutive: pro-forma EPS, the breakeven premium, and the synergy level needed to make the deal neutral.
Cost: Free
Needs: Use "Merger Analysis" with your Muse.
Install: Copy the installer prompt below into your Muse — your agent does the rest.

⚠️ **Finance warning / Avertissement finance** : informational only, not investment advice. Accretive does not mean good and dilutive does not mean bad: this analysis is a first quantitative screen on earnings per share, it says nothing about whether a deal creates value over time, and no output here is a promise of return. Curated by Skill Harbor: the merger analysis skill of the investment banking pack in andreworia/claude-finance-skills. Use it whenever a deal team asks whether a combination lifts or hurts EPS, or wants to test a price, a consideration mix or a synergy assumption before a board discussion or a pitch. The method runs in nine steps. It collects standalone figures for acquirer and target (net income, diluted shares, EPS, forward figures preferred since deals are marketed on next-twelve-months earnings), sets the purchase price from the offer per share times fully diluted shares plus the control premium over the unaffected price, and fixes the consideration mix across cash, new debt and stock, checked against leverage capacity so pro-forma leverage stays inside covenants. It layers the financing effects at the marginal borrowing rate (after-tax incremental interest on debt, foregone interest on cash spent), layers expected synergies after tax with their phasing and their one-time costs to achieve, computes the new share count from the stock portion, and builds pro-forma net income as a clean adjustment-by-adjustment bridge, including incremental amortization of acquired intangibles. Pro-forma EPS against standalone EPS gives the accretion or dilution percentage in year one. The skill then solves for breakeven two ways, the maximum premium payable and the minimum synergies needed for the deal to stay neutral, the synergy-to-neutral figure being, in the file's own words, often the most persuasive number in a board discussion, and sensitizes the result on premium, synergy level and mix so the team sees exactly where the deal flips. The worked example in the file is fictional and illustrative. From the andreworia/claude-finance-skills repository (MIT). Honest caveats: every input, prices, incomes, synergy estimates and tax rates, is yours to supply and to check, and synergy estimates are exactly where deal cases go to be optimistic. Skill Harbor never reviews the code, review it yourself before use.

Version:

a

Created by: andreworia

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Install — Free · open source (MIT) View source code

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Install

Copy the install package below, then paste it into Muse

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Use "Merger Analysis" with your Muse. Prerequisites: acquirer and target net income (forward where available) and diluted share counts, both share prices and the offer price, the assumed control premium, the consideration mix and the marginal financing rate, expected synergies with phasing and costs to achieve, and the relevant tax rates. A spreadsheet tool helps you keep the model afterwards: this skill produces the verdict, the pro-forma bridge and the breakeven figures in prose, and every assumption in it is yours to verify. Informational only, not investment advice. 1. Open the skill: https://github.com/andreworia/claude-finance-skills/blob/main/packs/investment-banking/skills/merger-analysis/SKILL.md and copy the full SKILL.md text. 2. Paste it into a chat with Muse and add: "Run the accretion and dilution analysis: the year-one verdict in percent, the pro-forma bridge adjustment by adjustment, the breakeven premium, the synergy-to-neutral figure, and the sensitivity on premium versus synergies." 3. Stress the synergy case before the board sees it: rerun with synergies a third light and confirm where the deal flips. Tip: use the marginal borrowing rate for financing costs, not the blended historical rate, or the drag on EPS will be understated. Safety: a skill is plain-text instructions; it runs nothing by itself. Analysis only, no orders and no account access. Informational only, not investment advice.

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