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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".

62

Quality

73%

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tessl review fix ./plugins/vertical-plugins/investment-banking/skills/merger-model/SKILL.md
SKILL.md
Quality
Evals
Security

Quality

Content

53%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

The skill is well-structured and concise as a workflow outline, but it is largely a set of empty templates without the formulas or executable guidance needed to actually build the model. Adding concrete calculation methods would substantially improve actionability.

Suggestions

Add the actual formulas for pro forma EPS (e.g., ProFormaEPS = (AcquirerNI + TargetNI + AfterTaxSynergies - AfterTaxInterestAdj - AfterTaxAmortization) / ProFormaShares) and the breakeven-synergy derivation in Step 4 and Step 6.

Include example Excel functions or a worked numeric example for at least the accretion/dilution calculation so the guidance is copy-paste ready rather than just a table to fill.

Add a validation checkpoint (e.g., confirm Sources total equals Uses total, and that pro forma shares reconcile to the exchange ratio) to catch errors before producing the output workbook.

DimensionReasoningScore

Conciseness

The body is lean — input checklists, table templates, and brief notes — with no padding or explanations of concepts Claude already knows, though the empty tables are somewhat sparse.

4 / 5

Actionability

Provides tables to fill and describes what to produce ('Calculate year-by-year', 'Calculate the minimum synergies needed') but no formulas, Excel functions, or executable methods to actually compute pro forma EPS or breakeven synergies.

2 / 5

Workflow Clarity

Steps 1–7 are clearly sequenced in a logical flow, but there are no validation checkpoints or feedback loops to verify intermediate calculations.

3 / 5

Progressive Disclosure

Well-organized with clear section headers and a single self-contained body; no external references are needed for this compact, single-purpose skill.

4 / 5

Total

13

/

20

Passed

Description

92%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A strong, specific description that clearly conveys both the skill's purpose and its trigger conditions with natural phrasing. Minor synonym coverage gaps prevent a perfect trigger-term score.

DimensionReasoningScore

Specificity

Lists multiple concrete actions — 'Build accretion/dilution analysis', 'Models pro forma EPS impact', 'synergy sensitivities', and 'purchase price allocation' — giving comprehensive coverage of the skill's capabilities.

5 / 5

Completeness

Explicitly states both what it does and when to use it, with an explicit 'Use when...' clause and concrete trigger phrases.

5 / 5

Trigger Term Quality

Includes natural trigger phrases a finance user would say ('merger model', 'accretion dilution', 'M&A model', 'pro forma EPS', 'merger consequences', 'deal impact analysis'), though a few common synonyms are absent.

4 / 5

Distinctiveness Conflict Risk

Occupies a clear niche (M&A merger modeling) with distinct triggers and minimal overlap risk with other skills.

5 / 5

Total

19

/

20

Passed

Validation

100%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
anthropics/financial-services
Reviewed

Table of Contents

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