You are expected to have either completed the stated prerequisite course(s) or possess the equivalent knowledge prior to enroling in this course:
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.
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
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 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
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
Path to Certification
5 courses from beginner to intermediate level.01Optional
9 courses from beginner to intermediate level.02Required
Take 3 out of 9 courses at an advanced level.03Required
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
What Our Students Say
Very good course, felt that there was way too much information on M&A to be taught in the time given. More time should be placed in each area, or splitting this into two more in-depth courses as information was difficult to absorb.
I really enjoyed this course, which provided a lot of useful information and techniques. I recommend this course to everyone who is involved in M&A valuation process. Excellent
Extremely impressed! Super advanced M&A modeling. I am so glad I enrolled in the FMVA certification. This is the best modeling I have ever seen. It has helped me tremendously in improving my skills, and refreshing my knowledge.
An excellent in-depth course on the M&A process, deal structure & synergies calculations, Proforma Financial Statements. 100% practical course for investment banking analyst roles. It's a five-star course, really learned a lot. Thank you CFI team!
Frequently Asked Questions
FMVA® Financial Analyst Certification
Become a Financial Modeling and Valuation Analyst (FMVA)® by completing all required courses in accounting, finance, modeling, Excel, presentations, and strategy. From beginner to advanced courses you will have the complete training you need to become a world-class financial analyst.