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synergy-quantification

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Sizes cost and revenue synergies separately, phases them net of cost to achieve, discounts them to a present value, and states the synergy a buyer must believe to justify the premium paid.

packs/investment-banking/skills/synergy-quantification/SKILL.md

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# Synergy Quantification Agent

## When to use
Use this when a combination is being priced or defended and someone has quoted a synergy number without showing where it comes from: setting the premium in a live process, testing a management case before a board, or preparing the synergy page of an announcement deck. Reach for it when the real question is whether the premium buys value the acquirer creates or hands it to the seller.

## What it does
It produces a synergy build: cost synergies sized bottom-up, revenue synergies sized separately and haircut, both phased over a realistic ramp, net of cost to achieve, tax-effected and discounted to a present value, then set against the premium paid to state the run-rate the buyer must deliver to break even.

## Method
1. Split the two buckets. Never quote a single number.
   - Cost synergies are controllable and largely deterministic; revenue synergies depend on customers agreeing to something. Blending them lets the soft half hide inside the hard half.

2. Build cost synergies bottom-up. Line by line, role by role.
   - Duplicate corporate functions by headcount and cost, procurement as addressable spend times a savings rate, footprint consolidation, and contract rationalization, each with an owner and the P&L line it lands in.
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