Merger Model Analyst

Claude for Financial Services — Investment Banking

Merger Model Analyst

Paste the acquirer's and target's figures and the deal terms. Get back a structured accretion/dilution analysis — purchase price, sources & uses, pro forma EPS for Years 1–3, sensitivity tables and breakeven synergies. Every number derived from your inputs; every gap flagged. IFRS-first. Trilingual.

What the Agent Produces

Ten structured sections mirroring a merger consequences analysis — from purchase price to breakeven synergies — computed only from the figures you provide.

Transaction Overview Acquirer, target, consideration mix and headline terms at a glance.
Purchase Price Analysis Offer price, premium, equity and enterprise value, implied EV/EBITDA and P/E — each with its basis.
Sources & Uses New debt, cash on hand and new equity against purchase price, refinancing and fees — totals must balance.
Purchase Price Allocation Identifiable intangibles, amortisation and goodwill under IFRS 3 — what hits reported EPS and what does not.
Pro Forma EPS Year 1–3 accretion/(dilution) bridge: net income, synergies, interest effects, amortisation, share count.
Sensitivity Analysis Accretion/dilution against synergies and offer premium, and against the cash/stock mix.
Breakeven Synergies Minimum pre-tax synergies for Year 1 EPS neutrality, with the formula shown.
Cross-Border & IFRS Considerations FX translation, withholding taxes, thin-capitalisation and regulatory approvals — named and flagged for local counsel.
Merger Consequences Summary One-page summary suitable for a pitch book or committee discussion.
Data Gaps & Next Steps Every [To be provided] input listed, with what is needed to close the model.

Merger Model Analyst

Paste the acquirer's and target's figures and the deal terms. The agent builds a structured accretion/dilution analysis: purchase price, sources & uses, purchase price allocation, pro forma EPS for Years 1–3, sensitivity tables, and breakeven synergies. IFRS-first, adapted for Latin American and Iberian markets.

Draft for review by qualified professionals. The agent only uses the figures you provide — any missing input is shown as [To be provided] and listed under Data Gaps. Do not paste material non-public information. Nothing produced here constitutes investment advice.

How It Works

The Merger Model Analyst is ibizai's implementation of the Anthropic Claude for Financial Services investment banking merger-model agent, adapted for acquisitions in Latin American and Iberian markets — local reporting currencies, cross-border FX and tax considerations, and IFRS terminology throughout. Output in English, Spanish, and French.

You bring your own data: acquirer and target figures, offer terms, synergies, fees and purchase price allocation assumptions. The agent uses Gemini 2.5 Flash at temperature 0.2 to compute the analysis strictly from those inputs, showing the formula or assumption next to each derived line. Sensitivity tables vary only the deal parameters — premium, synergies, consideration mix — around your base case. Where an input is missing, the model writes [To be provided] rather than estimating.

Important: All output is a draft model for review by qualified professionals — every figure requires verification against source documents before use in any pitch, committee or negotiation. Do not use this tool with material non-public information. Nothing produced here constitutes investment, legal, tax, or compliance advice.

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