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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.

How to use this prompt

  1. Copy the full prompt above with the Copy button.
  2. Add your context. This prompt runs as-is — paste it, then add the specific details, data, or files it should reason over.
  3. Paste into ChatGPT, Claude, or Gemini and run. Read the reality guardrail below before you act on the output.

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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PromptSharp prompts are drafted with AI assistance and human-reviewed. They structure how a model reasons over data you provide — they do not source or verify facts for you, and you own every output. Nothing here is financial, legal, tax, or investment advice. Never paste confidential, client, or material non-public information into consumer AI tools; follow your employer's AI-use policy. © 2026 PromptSharp.