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Merger Model

OrganizationPopular
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".

Overview

Publisheranthropics
Repositoryfinancial-services
Skill namemerger-model
Stars
38.4K
Forks
5.5K
Bundled files
Instructions only
LicenseApache-2.0
Links
Skill sourceRepository
  • Markdown instructions

    A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.

  • Works with any LLM

    AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.

  • Self-contained

    Everything the model needs lives in the instructions — no extra files to sync.

  • Open source

    Published by anthropics on GitHub. Read the source before you install it.

Installation

Install the Merger Model AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

1

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

  1. Open the app and go to Plugins → Skills.
  2. Choose "Install from GitHub".
  3. Paste the skill folder URL below and confirm.
    https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/merger-model
  4. Enable the skill in any chat where you want it available.
Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.
2

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills
git clone --depth 1 https://github.com/anthropics/financial-services.git /tmp/financial-services
mkdir -p .claude/skills
cp -r /tmp/financial-services/plugins/vertical-plugins/investment-banking/skills/merger-model .claude/skills/merger-model
Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Merger Model in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Merger Model on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Merger Model is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

  • Loaded only when it is needed

    The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.

  • Switch models mid-chat

    Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

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

Frequently asked questions

What does the Merger Model AI skill do?

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 use Merger Model on TypingMind?

Because you install it once and use it with any model. Merger Model is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Merger Model in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/merger-model. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Merger Model?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Merger Model?

As many as you like. As long as a model supports skills, you can use Merger Model with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Merger Model AI skill free?

Yes. It is published on GitHub by anthropics under the Apache-2.0 license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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