Extends the Windows-gating work to the optional-skills/ tree. Every
SKILL.md that previously omitted the platforms: field now carries an
explicit declaration, which Hermes's loader (agent.skill_utils.
skill_matches_platform) honors to skip-load on incompatible OSes.
58 skills declared cross-platform (platforms: [linux, macos, windows]):
autonomous-ai-agents/blackbox, autonomous-ai-agents/honcho
blockchain/base, blockchain/solana
communication/one-three-one-rule
creative/blender-mcp, creative/concept-diagrams, creative/hyperframes,
creative/kanban-video-orchestrator, creative/meme-generation
devops/cli (inference-sh-cli), devops/docker-management
dogfood/adversarial-ux-test
email/agentmail
finance/3-statement-model, finance/comps-analysis, finance/dcf-model,
finance/excel-author, finance/lbo-model, finance/merger-model,
finance/pptx-author
health/fitness-nutrition, health/neuroskill-bci
mcp/fastmcp, mcp/mcporter
migration/openclaw-migration
mlops/accelerate, mlops/chroma, mlops/clip, mlops/guidance,
mlops/hermes-atropos-environments, mlops/huggingface-tokenizers,
mlops/instructor, mlops/lambda-labs, mlops/llava, mlops/modal,
mlops/peft, mlops/pinecone, mlops/pytorch-lightning, mlops/qdrant,
mlops/saelens, mlops/simpo, mlops/stable-diffusion
productivity/canvas, productivity/shop-app, productivity/shopify,
productivity/siyuan, productivity/telephony
research/domain-intel, research/drug-discovery, research/duckduckgo-search,
research/gitnexus-explorer, research/parallel-cli, research/scrapling
security/1password, security/oss-forensics, security/sherlock
web-development/page-agent
5 skills gated from Windows (platforms: [linux, macos]):
mlops/flash-attention - Flash Attention wheels are Linux-first; Windows
install requires building from source with CUDA
mlops/faiss - faiss-gpu has no Windows wheel; gate rather than
leak partial (faiss-cpu) support
mlops/nemo-curator - NVIDIA NeMo ecosystem has no first-class Windows path
mlops/slime - Megatron+SGLang RL stack is Linux-only in practice
mlops/whisper - openai-whisper + ffmpeg setup on Windows is
non-trivial; gate until Windows install stanza lands
Methodology: scanned every SKILL.md for Windows-hostile signals
(apt-get, brew, systemd, osascript, ptrace, X11 binaries, POSIX-only
Python APIs, Docker POSIX $(pwd) bind-mounts, explicit 'linux-only' /
'macos-only' text). 3 skills flagged as having hard signals on review:
docker-management and qdrant only had POSIX $(pwd) docker examples and
the tools themselves (Docker Desktop, Qdrant) run fine on Windows —
declared ALL. whisper had an apt/brew ffmpeg install path and nothing
else but the openai-whisper Windows install story is rough enough to
warrant gating.
Strict-over-lenient policy: when in doubt, gate. Easier to un-gate after
verified Windows support lands than to leak partial support that
manifests as mid-task failures for Windows users.
5.3 KiB
| name | description | version | author | license | platforms | metadata | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| merger-model | Build accretion/dilution (merger) models in Excel — pro-forma P&L, synergies, financing mix, EPS impact. Pairs with excel-author. Use for M&A pitches, board materials, or deal evaluation. | 1.0.0 | Anthropic (adapted by Nous Research) | Apache-2.0 |
|
|
Environment
This skill assumes headless openpyxl — you are producing an .xlsx file on disk.
Follow the excel-author skill's conventions for cell coloring, formulas, named ranges, and sensitivity tables.
Recalculate before delivery: python /path/to/excel-author/scripts/recalc.py ./out/model.xlsx.
Merger Model
Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms.
Workflow
Step 1: Gather Inputs
Acquirer:
- Company name, current share price, shares outstanding
- LTM and NTM EPS (GAAP and adjusted)
- P/E multiple
- Pre-tax cost of debt, tax rate
- Cash on balance sheet, existing debt
Target:
- Company name, current share price, shares outstanding (if public)
- LTM and NTM EPS or net income
- Enterprise value or equity value
Deal Terms:
- Offer price per share (or premium to current)
- Consideration mix: % cash vs. % stock
- New debt raised to fund cash portion
- Expected synergies (revenue and cost) and phase-in timeline
- Transaction fees and financing costs
- Expected close date
Step 2: Purchase Price Analysis
| Item | Value |
|---|---|
| Offer price per share | |
| Premium to current | |
| Equity value | |
| Plus: net debt assumed | |
| Enterprise value | |
| EV / EBITDA implied | |
| P/E implied |
Step 3: Sources & Uses
| Sources | $ | Uses | $ |
|---|---|---|---|
| New debt | Equity purchase price | ||
| Cash on hand | Refinance target debt | ||
| New equity issued | Transaction fees | ||
| Financing fees | |||
| Total | Total |
Step 4: Pro Forma EPS (Accretion / Dilution)
Calculate year-by-year (Year 1-3):
| Standalone | Pro Forma | Accretion/(Dilution) | |
|---|---|---|---|
| Acquirer net income | |||
| Target net income | |||
| Synergies (after tax) | |||
| Foregone interest on cash (after tax) | |||
| New debt interest (after tax) | |||
| Intangible amortization (after tax) | |||
| Pro forma net income | |||
| Pro forma shares | |||
| Pro forma EPS | |||
| Accretion / (Dilution) % |
Step 5: Sensitivity Analysis
Accretion/Dilution vs. Synergies and Offer Premium:
| $0M syn | $25M syn | $50M syn | $75M syn | $100M syn | |
|---|---|---|---|---|---|
| 15% premium | |||||
| 20% premium | |||||
| 25% premium | |||||
| 30% premium |
Accretion/Dilution vs. Cash/Stock Mix:
| 100% cash | 75/25 | 50/50 | 25/75 | 100% stock | |
|---|---|---|---|---|---|
| Year 1 | |||||
| Year 2 |
Step 6: Breakeven Synergies
Calculate the minimum synergies needed for the deal to be EPS-neutral in Year 1.
Step 7: Output
- Excel workbook with:
- Assumptions tab
- Sources & uses
- Pro forma income statement
- Accretion/dilution summary
- Sensitivity tables
- Breakeven analysis
- One-page merger consequences summary for pitch book
Important Notes
- Always show both GAAP and adjusted (cash) EPS where relevant
- Stock deals: use acquirer's current price for exchange ratio, note dilution from new shares
- Include purchase price allocation — goodwill and intangible amortization matter for GAAP EPS
- Synergy phase-in is critical — Year 1 is often only 25-50% of run-rate synergies
- Don't forget foregone interest income on cash used and new interest expense on debt raised
- Tax rate on synergies and interest adjustments should match the acquirer's marginal rate
Data sources — MCP first, web fallback
Many passages below say "use the S&P Kensho MCP / Daloopa MCP / FactSet MCP". Those are commercial financial-data MCPs from the original Cowork plugin context. In Hermes:
- If you have any structured financial-data MCP configured (Hermes supports MCP — see
native-mcpskill), prefer it for point-in-time comps, precedent transactions, and filings. - Otherwise, fall back to:
web_search/web_extractagainst SEC EDGAR (https://www.sec.gov/cgi-bin/browse-edgar) for US filings- Company IR pages for press releases, earnings decks
browser_navigatefor interactive data portals- User-provided data (explicitly ask when the context doesn't have it)
- Never fabricate. If a multiple, precedent, or filing number can't be sourced, flag the cell as
[UNSOURCED]and surface it to the user.
Attribution
This skill is adapted from Anthropic's Claude for Financial Services plugin suite (Apache-2.0). The Office-JS / Cowork live-Excel paths have been removed; this version targets headless openpyxl via the excel-author skill's conventions. Original: https://github.com/anthropics/financial-services