Mergers & Acquisitions (M&A) Modeling

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Advanced level

Approx 8h to complete

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Overview

Recommended Prep Courses

These preparatory courses are optional, but we recommend you to complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

  1. Excel Crash Course
  2. Building a 3 Statement Financial Model
  3. Business Valuation Modeling

Mergers and Acquisitions (M&A) Modeling Course

Welcome to CFI's advanced financial modeling course on mergers and acquisitions (M&A).  This course is designed for professionals working in investment banking, corporate development, private equity, and other areas of corporate finance that deal with analyzing M&A transactions.


mergers and acquisitions M&A financial modeling course


M&A Modeling Course Objectives

This advanced financial modeling course has several objectives including:

  • Learn how to structure an 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 adjusting entries required to create a post-transaction balance sheet
  • Integrate the acquirer and the target into a 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


advanced financial modeling


Reasons to take this advanced financial modeling course

This class is perfect for anyone who wants to learn how to build a financial model for mergers and acquisitions from the bottom up.  The video-based lessons will teach you all the formulas and functions to calculate stub periods, outline sources and uses of cash, perform a purchase price allocation and determine goodwill, create multiple scenarios for synergies and other key assumptions, and integrate all of the above into a well laid out pro forma model.

In addition to learning the detailed mechanics of how to build the model, students will also learn how to assess the impact of the transaction through accretion/dilution analysis and impact on the implied share price (intrinsic value per share).  By performing sensitivity analysis, users will understand how a change in assumptions impacts future outcomes of the merger or acquisition.


Mergers and acquisitions Course (M&A)


Mergers and acquisitions course case study

This course is built on a case study of Online Company Inc acquiring Brick ‘n’ Mortar Co.

Through the course of the transaction, students will learn about:

  • The construction of a detailed Pro Forma model
  • Analysis of synergies, revenue enhancements, cost structures
  • Integration considerations
  • Accretion / dilution analysis
  • Deal terms and structuring
  • The strategic impact of combining the businesses
  • Share price impact

 

What’s included in the M&A course?

This mergers and acquisitions course includes all of the following:

  • Blank M&A model template (Excel)
  • Completed M&A model template (Excel)
  • 4+ hours of detailed video instruction
  • Certificate of completion


M&A modeling course in Excel


Financial analyst certification

For beginners to advanced users, this mergers and acquisitions (M&A) modeling course is designed to teach you how to be a complete financial analyst. 

This class is one of the 3 required "Elective" courses for CFI's financial analyst training program, which grants the Financial Modeling & Valuation Analyst (FMVA) certification.


What You'll Learn

Lesson
Multimedia
Exams
Files

Get the course in a bundle

Mergers & Acquisitions (M&A) Modeling

Financial Modeling & Valuation Analyst (FMVA)® Certification
Starts at $497
Learn More
  • All 30 FMVA® courses
  • Skills Learned Financial Modeling and Valuation, Sensitivity Analysis, Strategy
  • Career Prep Investment Banking and Equity Research, FP&A, Corporate Development
Starts at $497
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Path To Certification

Prerequisite Courses

7 courses from beginner to intermediate level.

01Optional

Core Courses

11 courses from beginner to intermediate level.

02Required

Elective Courses

Take 3 out of 11 courses at an advanced level.

03Required

Get Certified

Submit your FMVA® checklist and order your certificate.

04Required

Join Our Community

Get access to the Global Corporate Finance Society.

05Optional

How the Certification Works

FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.
Students must complete all core and elective courses (14 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

What Our Students Say

M&A Financial Modeling
I really like this course!

Teeranuch Kongmuang

Wonderful Course covered by Tim Vipond on Financial Modeling
First of all, I thank Tim Vipond for being very clear and simple on this complicated topic. I really got benefitted with this course. The Mergers & Acquisitions course changed my way of financial modeling and it's going to help me a lot for the prediction of share pricing of the companies. Thank You CFI

Ahmad Din

Highly Recommended
Highly recommended for anyone who want to have a serious course on M&A modeling

Hendra Rakhmawan

Great methodology and undertsanding
This course provided a great framework for M&A modeling and valuations. In doing so it helps to gain decent understanding of the mechanisms and decision making behind effective merger or acquisition activities. Great course, well and practically presented

Matt Beckett

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Frequently Asked Questions

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