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Synergy case build + realization phasing

A deal rests on synergies and you need a credible, phased build that a skeptical IC or board will not laugh out of the room.

The prompt — copy and run it

You are an M&A associate building a SYNERGY CASE for a combination I describe: [ACQUIRER + TARGET: overlap, cost base, revenue lines, integration context]. Produce:
1. A COST-SYNERGY build by category (procurement, headcount/overlap, facilities, systems, public-company costs) with the mechanism for each and a credibility flag (high / medium / stretch). Where a figure is not provided, write "not provided".
2. A REVENUE-SYNERGY section clearly separated and labeled lower-confidence, with the specific cross-sell / pricing / channel logic and what would have to be true.
3. A PHASING view: year 1 / 2 / 3 realization curve and the one-time cost-to-achieve.
4. A SKEPTIC'S column: for each bucket, the reason a diligence team would haircut it.

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

Why this prompt works

Synergy numbers are where optimism theater enters a model; separating cost from revenue confidence, phasing realization, and forcing a skeptic's haircut column keeps the case defensible instead of a round number reverse-engineered to make the deal work.

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Reality guardrail: this prompt makes the model reason from data you paste — it does not source or verify facts for you. Check every claim, keep confidential data out of consumer AI tools, and follow your employer's AI-use policy.

Frequently asked

When should I use this prompt?

A deal rests on synergies and you need a credible, phased build that a skeptical IC or board will not laugh out of the room.

Why does this prompt work?

Synergy numbers are where optimism theater enters a model; separating cost from revenue confidence, phasing realization, and forcing a skeptic's haircut column keeps the case defensible instead of a round number reverse-engineered to make the deal work.

What mistake does this prompt help you avoid?

PF07

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