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Corporate Finance Institute – Mergers & Acquisitions (M&A) Modeling

Learn advanced financial modeling techniques and transaction analysis for mergers and acquisitions (M&A).

Integrate target companies’ financial statements with the acquirers’, including making the proper transaction-related adjustments
Evaluate deals by calculating accretion/dilution of earnings per share and cash flow per share
Value combined entities using DCF models

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.
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.
What You’ll Learn In Mergers & Acquisitions (M&A) Modeling?

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