Mergers & Acquisitions (M&A) Modeling

Build a financial model for mergers and acquisitions (M&A) step by step in Excel

Overview

Recommended Prep Courses

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

Who should take this 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 the 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 this 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

What you'll learn

Lesson

Multimedia

Exams

Files

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA®) Certification

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

Commercial Banking & Credit Analyst (CBCA®) Certification

Skills Learned Financial Analysis, Credit Structuring, Risk Management
Career Prep Commercial Banking, Credit Analyst, Private Lending

Learn More

What Our Members Say

Excellent Course on M&A

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!

Taimur Zulfiqar

Extremely impressed!

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.

Delbert Adivnovak

Excellent!

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

KARIM TAMIR

Very informative course

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.

Bryce Nie

All subject are good and challenging

All Subject are well Done, We just try . keep trying We can do It.

I Subagia

Full Coverage for M&A

Very powerful coverage for such area of evaluation.

Muhamed Yusif El Kady

Mergers & Acquisitions (M&A) Modeling course review

Amazing world-class learning experience with distinct teaching method !‎ I appreciate the efforts done to bring M&A course in a practical way. No waste of time in ‎theories and unnecessary side information.‎ Although I’m not yet an “M&A practitioner”, I quickly gained a deep understanding of this major ‎sector in today’s corporate environment. The material was presented in an incredibly ‎organized and very well thought-out manner: Just practice, relevant knowledge and tools to ‎take directly to the daily work where, surely, based on my experience in similar activities, I can ‎get immediate results, add value to the customer and make real difference. ‎ The course is a real illustration of “preference of skills over qualifications” . ‎ Enjoy.‎ Mr. Driss Maknoun Corporate Development Professional

Driss Maknoun

Financial Risk Analyst

Excellent!

Vinodh Kumar Soundararajan

M&A Made Simple

The structure and delivery make M&A Modeling course looks approachable and straightforward from what you read in the theories. Awesome.

Moses Kargbo

An outstanding course!

An outstanding course in M&A modelling with just enough detail to neither lose sight of the big picture, nor to provide just a simplified overview. Key concepts such as dilution/accretion are clearly explained while taking into consideration cash vs. stock-structured deals. The clear model struture is a CFI's watermark. The instructor tutors the learning material in a clear fashion without fluff or unnecessary details. Just another piece of great work!

Evgeni Radilov

NPS for this course is +100

Highly recommended course for all professionals.

Zurab Galumashvili

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

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

M&A Modelling experience

Very comprehensive & detailed course. Even after year of experience still have something to gain fro this course

Panagis (Panos) Alivizatos

A must learn

This course is very important to all finance people leaving/working in developing countries where M&A activities are not yet in or are still new or being at implementation phase

Innocent Rukundo Musabyimana

M&A MODELING

Excellent presentation on the Merger and Acquisition deal, the impact on various key items like share price, EV etc.

venugopal rajamanuri

Concise, Clear & World Class M&A Advance Modeling Course

I would recommend this M&A course because it helps provide understanding regarding a world class M&A Advance Financial Modeling.

David Avalos

Course and Examination

I feel so great to have learnt a lot from the CFI team and am really proud of the institute method of lecturing. I will keep recommending CFI to colleagues and friends. Orelope. FMVA

Ganiyu Opeyemi Orelope

Great Course..!!!

Full model and analysis.

Tancredo Oliveira

Thank you Tim Vipond and the CFI team

The M & A course seems a bit daunting at first until Tim gets down to business and goes through it step by step. In no time you start feeling more and more confident. Adding to that is the fact that the other courses are also well structured and build on each other. I would recommend this online course to anyone who wants to upgrade themselves with relevant skills that will assist them in advancing their career.

Hulisani Emmanuel Matumba

EXACTLY what I was looking for!

I am an experienced transaction services advisor who was looking to lock down specific M&A modelling skills that I wasn't able to learn on the job. This course has a hands-on approach that forces you to build the model yourself from scratch, but walks you through the build step-by-step, so you're not lost. This approach demystified the modelling process for me and helped me understand the value each piece has in contributing to the overall picture. I recommend this course for anyone looking for an effective, flexible way to upskill in this area!

Katherine Garvey, CPA

Highly Recommended

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

Hendra Rakhmawan

Excellent!

I absolutely loved this course!

Mikhail Powell

Mustafa Nasser

Gowri Subramanian

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What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

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You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

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Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

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All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

Mergers & Acquisitions (M&A) Modeling

Recommended Prep Courses

Mergers and Acquisitions (M&A) Modeling Course

M&A Modeling Course Objectives

Who should take this course?

Mergers and Acquisitions Course Case Study

What’s included in this M&A course?