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Coursera

Investment Banking M&A Modeling Techniques

EDUCBA via Coursera

Overview

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Learn how to analyze mergers and acquisitions, apply valuation techniques, and build financial models used in real-world corporate finance and investment banking transactions. This course provides practical skills in M&A valuation, deal structuring, forecasting, and shareholder impact analysis using industry-relevant financial modeling techniques. The course begins with the foundations of mergers, acquisitions, and restructuring, helping learners understand strategic motivations, transaction lifecycles, and key components involved in successful M&A execution. Learners will also explore how risk, return, and cost of capital influence valuation and investment decisions. As the course progresses, learners focus on valuation methodologies including discounted cash flow (DCF), relative valuation, growth models, and asset-based approaches. The course also introduces financial modeling foundations such as ratio analysis, forecasting drivers, and financial statement construction. Advanced modules cover valuation execution, pricing strategies, synergy analysis, EPS accretion/dilution, shareholder impact evaluation, and advanced financial forecasting. Learners will build projected income statements, balance sheets, and cash flow models while applying accounting adjustments and valuation assumptions used in professional M&A transactions. What makes this course unique is its integrated, hands-on approach that combines strategic M&A concepts with practical financial modeling workflows and advanced valuation analysis. By the end of the course, learners will be able to confidently evaluate acquisition opportunities, structure deals, build professional M&A models, and support strategic financial decisions in investment banking and corporate finance environments.

Syllabus

  • Foundations of M&A and Strategic Intent
    • This module introduces the core concepts of mergers, acquisitions, and restructuring, focusing on strategic motivations, deal lifecycle, and key transaction components essential for successful M&A execution.
  • Risk, Return and Cost of Capital
    • This module explores financial risk, cost of equity, and cash flow fundamentals, enabling learners to understand how risk-return dynamics influence valuation and investment decisions in M&A.
  • Valuation Techniques and Growth Models
    • This module focuses on valuation methodologies, including growth models, relative valuation, and asset-based approaches, providing a comprehensive framework for estimating business value.
  • Financial Modeling Foundations
    • This module introduces financial modeling principles, ratio analysis, and financial statement drivers, forming the foundation for building accurate and reliable M&A models.
  • Valuation Execution & Deal Pricing
    • This module covers practical valuation execution, pricing strategies, and accounting adjustments, enabling learners to determine deal value and pricing in real-world M&A scenarios.
  • Synergy, Structuring & EPS Impact
    • This module explores deal structuring, synergy valuation, and shareholder impact analysis, focusing on how M&A transactions affect firm value and earnings per share.
  • Advanced Financial Modeling & Forecasting
    • This module advances financial modeling skills by focusing on forecasting, income statement construction, balance sheet modeling, and valuation assumptions.
  • Advanced Valuation & Financial Analysis
    • This module focuses on advanced valuation techniques, financial indicators, and deal analysis, enabling deeper evaluation of M&A pricing and financial performance.
  • Financial Adjustments & Advanced Metrics (Final Wrap-Up Module)
    • This module examines financial statement adjustments, income manipulation risks, and advanced cost of capital concepts, including discount rates and the build-up method.

Taught by

EDUCBA

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