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In this course, you will learn how investment banking and corporate finance professionals model mergers and acquisitions. We’ll start with a review of the current M&A concepts like accretion / dilution, pricing structures and the step-by-step allocation of purchase price. We will then transition to the role of the investment banker in M&A. Then, using our example case studies, you will build a an M&A model that analyse such a merger, correctly incorporating pro forma balance sheet and income statement adjustments such as Goodwill and other accounting treatments.

Curriculum

  • 1

    Mergers & Acquisition Model (M&A)

    • 07-01-Overiview

      FREE PREVIEW

    • Overview Work Sheet Download

    • 07-02-Transaction Assumptions

      FREE PREVIEW

    • Transaction Assumptions Work Sheet Download

    • 07-03-Buyer & Seller IS

    • Buyer & Seller IS Work Sheet Download

    • 07-04-Combining IS

    • Combining IS Work Sheet Download

    • 07-05-Accretion & Dilution

    • Accretion & Dilution Work Sheet Download

    • 07-06-Revenue Synergy

    • Revenue Synergy Work Sheet Download

    • 07-07-Expense Synergy

    • Expense Synergy Work Sheet Download

    • 07-08-Good Will

    • Good Will Work Sheet Download

    • 07-09-Calculating Goodwill - Intangibles & DTL

    • Calculating Goodwill - Intangibles & DTL Work Sheet Download

    • 07-10-Adjusting the BS

    • Adjusting the BS Work Sheet Download

    • 07-11-Adjusting the IS

    • Adjusting the IS Work Sheet Download

    • 07-12-Sensitivity Tables

    • Sensitivity Tables Work Sheet Download

    • 07-13-Model Walkthrough

    • Model Walk-through Work Sheet Download

    • 07-14-Interview Questions

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    • Interview Questions Work Sheet Download