Mergers & Acquisitions (M&A) Modeling in Excel Part 2 – Pro Forma Integration & AnalysisCourse Overview
With the structural foundation of yourMergers & Acquisitions (M&A)model in place, this course takes you through the final and most analytical phase of the process. You will integrate the acquirer and target company financials into a combined pro forma model, then evaluate the deal’s impact by calculating accretion or dilution to key per-share metrics and running sensitivity analysis on critical assumptions.
By the end of this course, you will have a complete, fully functionalMergers & Acquisitions (M&A)model in Excel and the analytical skills to interpret and present the results of a transaction.
Who should take this course?
This course is designed for finance professionals and learners who have completed Part 1 of this series and are ready to finalize and analyze a complete M&A model. It is particularly valuable for financial analysts, investment bankers, and corporate development professionals who need to evaluate deal outcomes and present transaction analysis to stakeholders.
Mergers & Acquisitions (M&A) Modeling in Excel Part 2 – Pro Forma Integration & Analysis Learning Objectives
- Integrate the acquirer and the target company into a combined pro forma model
- Calculate the accretion or dilution of key per share metrics post-transaction
- Perform sensitivity analysis on key assumptions and assess the overall impact of the transaction
