hard · Investment Banking

Company A is acquiring Company B. To ensure the deal is breakeven (neither accretive nor dilutive), how would you calculate the required synergies?

  1. Synergies must equal the target's standalone Net Income.
  2. The required synergies equal the total transaction fees and premiums paid.
  3. Synergies are only required if the target has a higher P/E than the acquirer.
  4. Calculate the Pro Forma Net Income needed to keep EPS constant and back into the required pre-tax synergy amount.

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