본문으로 건너뛰기
cccskills
무료GitHub에 공개

merger-model

Build an Excel workbook showing how an acquisition changes earnings per share. Organize purchase price, funding, and synergy assumptions, compare deal scenarios, calculate the synergies needed to avoid reducing earnings per share, and prepare a concise summary.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

원문원문 설명 보기

Build M&A accretion/dilution workbooks in Excel.

연동 도구ExcelSEC EDGAR
설치 방법 보기

이럴 때 유용합니다

  • Estimating an acquisition's impact on earnings per share
  • Comparing cash and stock payment scenarios
  • Testing purchase premiums and synergy assumptions
  • Preparing a one-page summary of merger consequences

포함된 파일(1)

  • SKILL.md5.2 KB

SKILL.md(원문)

설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.

Environment

This skill assumes headless openpyxl — you are producing an .xlsx file on disk. Follow the excel-author skill's conventions for cell coloring, formulas, named ranges, and sensitivity tables. Recalculate before delivery: python /path/to/excel-author/scripts/recalc.py ./out/model.xlsx.

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.

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

Data sources — MCP first, web fallback

Many passages below say "use the S&P Kensho MCP / Daloopa MCP / FactSet MCP". Those are commercial financial-data MCPs from the original Cowork plugin context. In Hermes:

  • If you have any structured financial-data MCP configured (Hermes supports MCP — see native-mcp skill), prefer it for point-in-time comps, precedent transactions, and filings.
  • Otherwise, fall back to:
    • web_search / web_extract against SEC EDGAR (https://www.sec.gov/cgi-bin/browse-edgar) for US filings
    • Company IR pages for press releases, earnings decks
    • browser_navigate for interactive data portals
    • User-provided data (explicitly ask when the context doesn't have it)
  • Never fabricate. If a multiple, precedent, or filing number can't be sourced, flag the cell as [UNSOURCED] and surface it to the user.

Attribution

This skill is adapted from Anthropic's Claude for Financial Services plugin suite (Apache-2.0). The Office-JS / Cowork live-Excel paths have been removed; this version targets headless openpyxl via the excel-author skill's conventions. Original: https://github.com/anthropics/financial-services

리뷰

아직 리뷰가 없습니다. 사용해 본 소감을 남겨 주세요.

댓글

로그인 없이 쓸 수 있습니다. 사용 후기, 질문, 작동하지 않은 환경 등을 편하게 남겨 주세요.

아직 댓글이 없습니다. 첫 댓글을 남겨 보세요.

보내면 바로 공개됩니다. 이메일 주소나 전화번호 같은 개인 정보는 쓰지 마세요. URL은 2개까지입니다.

0 / 1,000자

이 양식은 reCAPTCHA로 보호되며 Google 개인정보처리방침 및 서비스 약관이 적용됩니다.

같은 저장소의 스킬

1password

무료

Set up the 1Password CLI and use stored passwords or API keys in commands and configuration templates. Choose an authentication method, retrieve secret references, and pass credentials to processes through environment variables.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Installing and configuring the 1Password CLI
  • Running commands with stored API keys
  • Filling configuration templates with stored secrets
NousResearch/hermes-agent25.5만2026년 10월 18일 업데이트

Build an Excel workbook linking the income statement, balance sheet, and cash flow statement. Populate historical figures, create formula-based forecasts, compare scenarios, and check that balances and cash totals agree across all three statements.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Populating a financial model template with historical data
  • Building linked forecasts across three financial statements
  • Comparing base, upside, and downside scenarios
NousResearch/hermes-agent25.5만2026년 10월 18일 업데이트

Adapt existing PyTorch training scripts to use multiple GPUs or machines with limited code changes. The skill guides configuration, launch commands, mixed precision, which uses lower-precision numbers, and DeepSpeed or FSDP settings for distributing training work and memory.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Move a single-GPU training script to multiple GPUs
  • Configure mixed precision training
  • Set up DeepSpeed or FSDP to reduce memory use
NousResearch/hermes-agent25.5만2026년 10월 18일 업데이트

Configure Hermes to run AI models through Actual Computer on your own hardware. Set up either the hosted relay or a local connection, select models, verify responses, and troubleshoot request errors or empty output.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Connecting Hermes with an Actual inference key
  • Running models through a local Actual daemon
  • Downloading and loading local models
NousResearch/hermes-agent25.5만2026년 10월 18일 업데이트

Test an app from the perspective of a frustrated, less technical user. Find confusing steps and barriers, separate actionable usability problems from personal complaints, and produce screenshots, suggested fixes, and prioritized tickets.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Reviewing usability before a launch or demo
  • Checking the experience of a new user
  • Finding friction in signup and subscription flows
NousResearch/hermes-agent25.5만2026년 10월 18일 업데이트

Resolve Git merge conflicts between two agents by comparing both changes and their stated goals. Combine compatible work, explain choices where designs differ, and verify the merged result with project builds or tests.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Resolving conflicts between branches edited by two agents
  • Integrating changes from parallel worktrees
  • Reviewing reasons for conflicting design choices
NousResearch/hermes-agent25.5만2026년 10월 18일 업데이트

NousResearch의 스킬 모두 보기

이 스킬의 문제 신고