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Finance

M&A Merger Model (Accretion/Dilution Analysis)

Spreadsheet | 10 tabs

A merger model that builds standalone acquirer and target financials, allocates the purchase price to goodwill, and combines the income statement, balance sheet, and cash flow to test accretion or dilution to EPS, with a separate contribution analysis showing each side's share of the combined entity.

Ideal for corporate development and investment banking teams evaluating M&A transaction structures. Completes the DCF, LBO, comps, and merger model set.

Contents:

  1. Cover
  2. Transaction Summary Dashboard
  3. Assumptions & Standalone Financials
  4. Sources & Uses of Funds
  5. Purchase Price Allocation & Goodwill
  6. Combined Income Statement & Accretion/Dilution
  7. Pro Forma Balance Sheet at Close
  8. Combined Cash Flow & Credit Statistics
  9. Contribution Analysis
  10. Sensitivity Analysis
M&A Merger Model (Accretion/Dilution Analysis).xlsx
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