Coming soon
Merger Consequences (Accretion / Dilution) Model
Merger consequences model with accretion/dilution analysis, pro forma EPS, purchase price allocation, goodwill calculation, synergy modelling, and deal financing mix. Built for investment banking deal teams.
Who it's for
Investment banking M&A analysts and associates, corporate development teams at acquirers, financial advisors on buy-side M&A mandates. CFOs evaluating acquisition economics and board-level deal presentations.
What's in the model
COVER
Model documentation, deal parameters, accretion/dilution headline.
INPUTS
Acquirer standalone financials, target financials, deal price and structure, financing mix (cash/stock/debt), synergy assumptions.
TRANSACTION
Transaction summary: enterprise value, equity value, offer premium, deal multiples (EV/EBITDA, EV/Revenue, P/E).
PPA
Purchase price allocation: book value step-up, fair value adjustments, identified intangibles, residual goodwill calculation.
SYNERGIES
Revenue and cost synergy modelling with phasing (Year 1-3). Pre-tax synergies, tax impact, cost to achieve.
PRO_FORMA_IS
Pro forma income statement: combined P&L, D&A step-up from PPA, interest on deal debt, synergies, one-off costs.
ACCRETION_DILUTION
EPS accretion/dilution: standalone acquirer EPS vs pro forma EPS. Breakeven synergies. IRR of the deal.
FINANCING
Financing mix analysis: all-cash, all-stock, mixed. Impact on leverage, interest coverage, credit profile.
SENSITIVITY
Accretion/dilution sensitivity to offer price, synergies, financing mix, and tax rate.
OUTPUTS
Investment committee / board summary: headline metrics, deal rationale, accretion/dilution summary.
CHECKS
PPA sources and uses balance, EPS calculations tie, pro forma financials reconcile.
What makes this different
Purchase price allocation built in
Goodwill, D&A step-up, identified intangibles all modelled explicitly — not just headline EPS math.
Synergy breakeven analysis
Calculates the minimum synergies required for accretion. Standard ask from investment committee.
Financing mix toggle
Switch between all-cash, all-stock, and mixed financing in one click. Each updates accretion/dilution automatically.
Cost to achieve synergies
Transaction and integration costs modelled with phasing — not just gross synergies.
IRR of the acquisition
Calculates implied IRR of the deal at current price and synergy assumptions. Bridges M&A and PE frameworks.
Get notified when this launches
Excel (.xlsx) · ~11 tabs · sector-agnostic · expected pricing £295 · Q2 2026 launch target
No spam. One email when it ships. Or contact us at sfsmodels362@gmail.com for a custom early build.
Frequently asked questions
When will this be available?
Targeting Q2 2026. Sign up and we'll email when it ships.
Does it work for bank M&A (bank-on-bank deals)?
v1 is sector-agnostic. Bank-specific M&A model (tangible book value dilution, CET1 impact) is a separate release.
Will it handle stock-for-stock deals with exchange ratios?
Yes — fixed exchange ratio, fixed value, and collar structures are all supported.
Can I commission an early build for a live deal?
Yes. For live mandates, we build custom models with same-day or next-day turnaround. Use the form below.
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About SFS Models
SFS Models builds institutional-grade Excel financial models for banking and finance professionals. Used by FP&A, Treasury, ALM and Capital teams at US and UK regional banks, by PE firms, and by corporate finance consultancies. Open formulas, no VBA, fully auditable.