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.
Taught by Instructors with Experience At
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
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
- 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
- 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
- Buy-Side vs Sell-Side
- Supply / Demand Matching
- Mutual Interests Identified
- Process Engagement
- Serious Engagement
- Signing and Closing
- The Role of Junion Investment Bankers
- 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
- Case Study Introduction
- Sourcing Information
- Parameters of the Transaction
- General Information
- Target Details
- Acquirer Details
- Key Deal & Financing Terms
- Sources & Uses of Funds
- Inputting Acquirer Balance Sheet Historicals
- Inputting Target Balance Sheet Historicals
- Transaction Adjustments
- Pro Forma Balance Sheet Build
- Credit Statistics
- EPS & Net Income Forecasts
- Transaction Adjustments (and Taxes)
- Building an Accretion Dilution Analysis
- Sensitivity Analysis
- Contribution Analysis
- Next Steps
- Bonus: M&A Interview Questions Part 1
- Bonus: M&A Interview Questions Part 2
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!
What our students say
Excellent Experience!
David Rodrigues
Cheers!
Marvel Tanudjaja
Thank you!
Keith Aul
Super Helpful!
Isabella West
Keep up the good work!
Jennifer Ng
Excellent
Bilal Kamara
Exceeded my expectations
Khin Yaminn
Extremely Impressed
Josh McDonald
I love that it's interactive
Ashley Thompson
A Very Complete Course!
Teo Ballbe
Clear Explanations!
Russell Tankoua
Very Valuable
Robert Remondino
Beginner friendly
Julian Mascio
Awesome learning Power BI
Jim Brooks
Worth the Money!
Jamaal Tobias
Well paced
Reeta Sooknah
I cannot recommend their courses highly enough!
Justin Galczynski
Perfect!
Murilo Cangueiro
I like this course and recommend it
Tom Munt-Davies
Very detailed
Steven Huang
Amazing, Detailed and Realistic!
Ishaan Mathur
Great job!
Marco Franceschini
Learned a lot
Hai Nguyen
Well Done!
Tristan Chiu
Great Explanations!
Jamie Forschner
Great course
Tim Lorentz
Informative
Tam Tran
Highly Recommend!
Yakuphan Alptekin
Makes sense!
Ikmareka Hunt
Great stuff!
David H
Clear, concise instruction
Matt Pounch
Engaging
Justin Risin
Exceptional Training Solution!
Michael Penna
Great Content!
Naseef Kamal
Just What I Needed!
Daniel Mwabila
Awesome Course!
Andy Giro
The Best!
Jasmine Akujobi
I do recommend it!
Vladimir Sobur
Amazing Course!
Erik Reznicek
Recommend to those in finance
Aditiya Kusuma
This course is worth it!
Selasi Kwame
I grow tremendously
Antonio Newman
Just What I was Looking For!
Rashed Al-Romaithi
Wonderful Course!
Ebenezer Anane
Very, very helpful!
Marco Horn
Excellent
Joseph Daher
Our Students Now Work At
Meet Your Instructors
.webp)
Will Lundy
Learn the skills you need to advance your career
Select the course or bundle that works best for you
- {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
- {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
FAQs
Frequently Asked Questions
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.
Absolutely! You will have access to the instructors to ask anything about the course content using the discussions forum in each lesson.
Yes, you can access the course content on any device including a smartphone, tablet, or computer. All you need is an internet connection.
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.
For any other general inquiries, please contact us at info@careerprinciples.com