From investment-banking
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".
npx claudepluginhub rodaquino-omni/crowtech-healthcare-finance --plugin investment-bankingThis skill uses the workspace's default tool permissions.
**Acquirer:** company name, current share price, shares outstanding; LTM and NTM EPS (GAAP and adjusted); P/E; pre-tax cost of debt, tax rate; cash and existing debt.
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Acquirer: company name, current share price, shares outstanding; LTM and NTM EPS (GAAP and adjusted); P/E; pre-tax cost of debt, tax rate; cash and existing debt.
Target: company name, share price, shares outstanding (if public); LTM and NTM EPS or net income; enterprise or equity value. Typical CrowTech context: lower-middle-market healthcare services or healthcare-AI targets ($25M–$250M EV).
Deal Terms: offer price per share (or premium); cash/stock mix; new debt; expected revenue and cost synergies with phase-in timeline; transaction and financing fees; close date.
| Item | Value |
|---|---|
| Offer price per share | |
| Premium to current | |
| Equity value | |
| Plus: net debt assumed | |
| Enterprise value | |
| EV / EBITDA implied | |
| P/E implied |
| Sources | $ | Uses | $ |
|---|---|---|---|
| New debt | Equity purchase price | ||
| Cash on hand | Refinance target debt | ||
| New equity issued | Transaction fees | ||
| Financing fees | |||
| Total | Total |
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) % |
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 |
Minimum synergies needed for the deal to be EPS-neutral in Year 1.