Finance tasks
Merger modelExcel financial modeling
Indexedanthropics/financial-services
Merger ModelFinance Skill
A seven-step outline for purchase price, sources and uses, pro forma EPS, sensitivities, and breakeven synergies. The directory contains no workbook implementation or detailed purchase-price-allocation schedule. Use the signed exchange terms, actual close timing, financing and tax treatment; its current-price and synergy shortcuts need adjustment for the transaction.
- Assessment score
- 56/100
- Snapshot risk
- Medium
- Audit conclusion
- Needs review
How the assessment score works
Pineify weights evidence recorded from the captured files: Skill structure 15%, Instruction clarity 20%, Dependency transparency 20%, Permission transparency 20%, Safety guardrails 15%, Finance task fit 10%. Each signal receives full credit for Yes, one-quarter credit for unknown, and none for No.
The score is not an output accuracy test or user rating. Read the findings and financial assumptions even when the score is high. Risk labels summarize recorded permissions and findings; they do not measure investment risk or certify that installation is safe.
Discovery
What this Skill helps an agent do.
Use the tasks and topics below to judge whether the captured workflow fits your question. Read its findings, dependencies and data requirements before relying on an output.
Domains and assets
Fundamental analysisPublic equities
Topics
merger-modelaccretion-dilutionpro-forma-epsma-modelingsynergy-analysisinvestment-banking
Trust
Evidence from the captured directory.
This content snapshot assessment does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not support a Yes or No conclusion.
License
Apache-2.0Yes
GitHub reports the repository license as Apache License 2.0.
Review state
- Automated review
- Automated review
- Install tested
- No
- Human reviewed
- Not verified
Snapshot
- Files reviewed
- 1
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-merger-model-2026-07-29-001
Permissions
FilesystemRead
NoNo filesystem read access is required. The workflow operates on user-provided deal inputs.
FilesystemWrite
YesThe workflow outputs an Excel workbook with assumptions, sources & uses, pro forma income statement, accretion/dilution summary, sensitivity tables, and breakeven analysis, plus a one-page merger consequences summary.
NetworkAccess
NoNo network access is required or referenced. All data comes from user-provided deal inputs.
ShellExecution
NoNo shell commands or scripts are included or referenced in the captured directory.
CodeExecution
Not verifiedExcel output is required, but no workbook-generation or recalculation implementation is specified.
ExternalCredentials
NoNo external credentials or paid data sources are referenced.
Dependencies
No dependencies were named in this captured record.
Data sources named by the Skill
User-provided deal inputs
User provides acquirer, target, and deal term information for the merger analysis.
Snapshot assessment
56/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
Medium risk · Needs review
Skill structure
80/100Instruction clarity
100/100Dependency transparency
15/100Permission transparency
50/100Safety guardrails
15/100Finance task fit
85/100Audit findings
Medium
Model the close date and tax treatment explicitly
The 25–50% first-year synergy range is not evidenced as a universal forecast. Model the actual close date, implementation costs, synergy timing, and relevant tax treatment. Define adjusted EPS and reconcile it to the applicable accounting result; EPS accretion alone does not establish that a deal creates economic value.
Medium
Use contractual exchange terms
The source says to use the acquirer current price for the exchange ratio. That is a proposed-deal assumption, not a universal rule: signed stock deals may have a fixed exchange ratio that does not reset as prices change. Read the actual consideration terms and distinguish a fixed share ratio from fixed-value or collar structures.
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or equivalent manifest is included in the captured directory.
Medium
Purchase accounting is named, not modeled in detail
The directory supplies a short outline, without a purchase-price-allocation schedule or workbook code. Build the applicable fair-value, deferred-tax, amortization, financing-fee, and refinancing adjustments before claiming a complete pro forma model. Under IFRS 3, identifiable acquired assets and liabilities are measured separately from residual goodwill.
Low
Financial advice boundary is absent
The workflow produces M&A deal impact analysis for pitch books but includes no explicit investment advice disclaimer.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Merger model
agent
Claude Code
collection
Investment banking
guide
Reviewing finance skills before install
Registry
Read this record as data.
The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.
- Record ID
- github:anthropics/financial-services:plugins/vertical-plugins/investment-banking/skills/merger-model
- Snapshot ID
- fsh-merger-model-2026-07-29-001
This page is an informational registry entry, not investment advice or a security guarantee. A high content quality score does not make the Skill safe for every environment. Review current files, permissions, data sources, and financial assumptions before use.