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Mergers & Acquisitions Modeling

Learn to make merger models exactly like an investment banker would using real companies to measure the accretion / dilution of a deal.

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Taught by Instructors with Experience At

Overview

What you’ll learn

In this Mergers & Acquisitions (M&A) modeling course, we'll start with the basics, explaining how M&A creates value and the key metrics and adjustments to determine that. Then, we'll simulate a real investment banking work scenario through a potential deal. This will go over all the key steps in the process including the offer letter, the SPA, the virtual data room, and more. This will culminate in building a merger model including the sources & uses, the pro forma financial statements, and the accretion dilution analysis. Once we're comfortable with M&A modeling, we'll build an extensive merger model on Disney & Apple, including credit statistics, sensitivity analysis, contribution analysis, and much more.

Simulate Real Investment Banking Roles and Responsibilities

Downloadable Excel Models, Templates, and PDFs

Lifetime Access on Any Device

Prerequisites: Knowledge of Financial Accounting and Excel

Student Profiles

Who are these courses for?

University Students

If you're a college student looking to secure an internship or full-time job in a top tier business, finance, or investment firm, these courses are for you.

Working Professionals

If you're a working professional looking to level up your technical career skills, these courses are for you.

Career Switchers

If you're looking to boost your technical skills to better your chances of switching into a business or finance role, this course is for you.

Build M&A Models Like an Investment Banker

Our hands-on teaching combines both theory and practical exercises for you to test yourself and apply the concepts you've learned. From building a simple accretion dilution analysis to creating a full merger model exactly like you would at an investment bank, you'll have plenty of exercises to master M&A modeling.

Understand the Lifecycle of an M&A Deal

Get an insider's look at all the key phases in the M&A deal process, from sending an offer letter to building the virtual data room (VDR). You'll learn what junior investment bankers are expected to do, and learn how to do it yourself -from scratch- using the real form 10-Ks and 10-Qs of companies such as Apple or Disney.

Drive Your Career in Investment Banking and Beyond

This course is specifically tailored to current or aspiring professionals in investment banking, leverage finance, corporate development, or private equity. Stand out in both the buy and sell side with industry best practices taught by top-tier investment banking professionals.

Course Curriculum

Module 1: Introduction to M&A
  • Course Overview
  • What is M&A?
  • A Refresher on "Value" in Corporate Finance
  • M&A as a Tool to Create Value
  • Horizontal vs Vertical M&A
  • M&A Market Update

Module 2: M&A Modeling Fundamentals
  • What is an M&A Model for?
  • Introducing EPS as the Key Metric
  • Cash Flow per Share
  • Introducing the Accretion / Dilution Model
  • 100% Stock Deal Mechanics
  • 100% Stock Deal Simple Model
  • PE Ratios to Determine Accretion / Dilution
  • Financing Adjustments to Net Income
  • Synergy Adjustments to Net Income
  • Fee Adjustments to Net Income
  • Accounting Adjustments to Net Income
  • Accretion / Dilution Analysis Presentation
Module 3: Lifecycle of an M&A Transaction
  • Buy-Side vs Sell-Side
  • Supply / Demand Matching
  • Mutual Interests Identified
  • Process Engagement
  • Serious Engagement
  • Signing and Closing
  • The Role of Junion Investment Bankers
Module 4: Intermediate M&A Exercise
  • Situation Introduction
  • Offer Letter
  • Alpha Industrials Company Profile
  • Brave Company Profile
  • Offer Details
  • Sources & Uses and Pro Forma Setup
  • Cash Flow Statement
  • Cash & Debt Schedule
  • Adjustments & Pro Format Part 1
  • Adjustments & Pro Format Part 2
  • Analyzing Returns
Module 5: M&A Modeling Case Study Introduction
  • Case Study Introduction
  • Sourcing Information
  • Parameters of the Transaction

Module 6: M&A Modeling Setup
  • General Information
  • Target Details
  • Acquirer Details
  • Key Deal & Financing Terms
  • Sources & Uses of Funds

Module 7: Pro Forma Balance Sheet
  • Inputting Acquirer Balance Sheet Historicals
  • Inputting Target Balance Sheet Historicals
  • Transaction Adjustments
  • Pro Forma Balance Sheet Build
  • Credit Statistics
Module 8: Accretion / Dilution Analysis
  • EPS & Net Income Forecasts
  • Transaction Adjustments (and Taxes)
  • Building an Accretion Dilution Analysis
  • Sensitivity Analysis
  • Contribution Analysis
Module 9: Wrap Up & Next Steps
  • Next Steps
  • Bonus: M&A Interview Questions Part 1
  • Bonus: M&A Interview Questions Part 2
Get Certified!

Impress recruiters with your resume

Upon completion of all course lessons, you will receive a digital certificate with your credentials. Furthermore, you can add it to your LinkedIn to show your skills to recruiters!

career principle certificate
Testimonials

What our students say

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Our Students Now Work At

Instructors

Meet Your Instructors

Will Lundy

Senior Instructor
Hey there - I'm Will and my background is in investment banking. Over my six years in the sector, I worked at Citi, Credit Suisse, and a tech-focused boutique, advising on mergers and acquisitions and capital raising deals. Before this, I obtained a master of science in accounting and finance from the London School of Economics (LSE). I now use my experience to deliver practical and thorough courses to aspiring financiers, including for the intern and graduate training programs of top investment banks in London and New York.
Course Pricing

Learn the skills you need to advance your career

Select the course or bundle that works best for you

Mergers & Acquisitions (M&A) Modeling
Single Course
Was:
$279.00
Includes:
  • {yes} M&A Course Completion Certificate
  • {yes} Downloadable Excel Files and PDFs
  • {yes} Simple M&A Accretion Dilution Exercise
  • {yes} Intermediate Merger Model Exercise
  • {yes} Full M&A Case Study on Disney & Apple
  • {no} Access to Full LBO Modeling & PE Course
  • {no} Access to Full Finance & Valuation Course
  • {no} Access to Ful Financial Accounting Course
  • {no} Access to 5 Finance Courses for the Price of 2.5
Get started
Bundle
Was:
Includes:
Get started
The Investment Banking Program
Career Track
Was:
$499.00
Includes:
  • {yes} M&A Course Completion Certificate
  • {yes} Downloadable Excel Files and PDFs
  • {yes} Simple M&A Accretion Dilution Exercise
  • {yes} Intermediate Merger Model Exercise
  • {yes} Full M&A Case Study on Disney & Apple
  • {yes} Access to Full LBO Modeling & PE Course
  • {yes} Access to Full Finance & Valuation Course
  • {yes} Access to Ful Financial Accounting Course
  • {yes} Access to 5 Finance Courses for the Price of 2.5
Get started

FAQs

Frequently Asked Questions

What are the pre-requisites for this course?

The program assumes an introductory level of Microsoft Excel (basic formulas, formatting, navigation, etc.) as well as an introductory level of financial accounting (understanding the three financial statements, types of line items, depreciation, etc.) Learners with no Excel experience can enroll in our Excel for Business & Finance Course. Learners with no experience in financial accounting can enroll in our Financial Accounting Essentials Course.

What if I get stuck? Can I ask questions about the content?

Absolutely! You will have access to the instructors to ask anything about the course content using the discussions forum in each lesson.

Can I access the course on my smartphone?

Yes, you can access the course content on any device including a smartphone, tablet, or computer. All you need is an internet connection.

When does the course start?

As the course is self-paced, you can start anytime and complete it at your own pace. If you get stuck along the way, you can ask our instructors questions in the discussions forum.

More questions?

For any other general inquiries, please contact us at info@careerprinciples.com