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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
- Copy the full prompt above with the Copy button.
- Add your context. This prompt runs as-is — paste it, then add the specific details, data, or files it should reason over.
- 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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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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