M&A & Merger ModelsHard

A deal is dilutive before synergies but accretive after. What metric do bankers cite for this, and why does it matter?

Model answer

They cite the 'synergies needed to break even' (breakeven synergies) - the level of pre-tax synergies that makes pro forma EPS equal standalone EPS. It matters because it frames the credibility test:…

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