Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Corporate Finance Institute

Mergers & Acquisitions (M&A) Modeling in Excel Part 1 – Model Setup & Transaction Adjustments

via Corporate Finance Institute

Overview

What Do Analysts at Goldman Sachs and Amazon Have in Common?
They master their craft with the full CFI curriculum — now 40% off.
Get 40% Off

Mergers & Acquisitions (M&A) Modeling in Excel Part 1 –  Model Setup & Transaction Adjustments Course

Mergers & Acquisitions (M&A) are among the most complex transactions in finance, and building a reliable Mergers & Acquisitions (M&A) model is a critical skill for many finance professionals. This course walks you through the first half of building a complete Mergers & Acquisitions (M&A) model in Excel — from structuring the workbook efficiently to setting up the assumptions, drivers, and transaction adjustments needed to reflect the true economics of a deal. By the end of this course, you will have built the structural foundation of a working Mergers & Acquisitions (M&A) model and produced a post-transaction pro forma balance sheet, preparing you to complete the full model in Part 2.          

Who should take this course? 

This course is designed for finance professionals and learners who want to build practical Mergers & Acquisitions (M&A) modeling skills in Excel. It is ideal for financial analysts, investment banking analysts, and corportate development professionals who are involved in or preparing for roles that require deal analysis and transaction modeling

Mergers & Acquisitions (M&A) Modeling in Excel Part 1 – Model Setup & Transaction Adjustments Learning Objectives

  • Learn how to structure anMergers & Acquisitions (M&A) model in the most efficient way
  • Set up all the assumptions and drivers required to build out the M&A model
  • Calculate all the necessary adjustments required to create a post-transaction pro forma balance sheet

Syllabus

  • Course Introduction
  • Case Study & M&A Process
  • Acquirer & Target 3-Statement Models
  • Transaction Assumptions
  • Sources & Uses
  • Pro Forma Balance Sheet
  • Estimating and Valuing Synergies
  • Course Summary
  • Qualified Assessment

Taught by

Jeff Schmidt

Reviews

Start your review of Mergers & Acquisitions (M&A) Modeling in Excel Part 1 – Model Setup & Transaction Adjustments

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Someone learning on their laptop while sitting on the floor.