Mergers and Acquisitions Modeling

Through these tutorials we are going to learn merger modeling concepts with the help of case studies.

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 2h 29m | 14 Videos | 67351 Views |   Intermediate

Mergers and Acquisitions Modeling:

In this course, we will first understand about the various terminologies being used in merger modeling. Post which, we will go through with the detailed merger model, wherein we will learn, how to create assumption sheet, calculation of the purchase price. Further, we will also understand the how the merger deal would be funded. There are various expenses such as the financing expenses, advisory fees, purchase price allocation that would be calculated with specific to the deal.

Next comes the main part of M& A modeling where we would be creating the proforma balance sheet and P&L, accretion/dilution analysis and preparing the sensitivity tables.

Through these tutorials we are going to learn merger modeling concepts with the help of case studies.

The training will include the following;
Module 1

• Basic terms of M&A and payment methods
• Swap ratio
• Effect of Merger on EPS
• Accretion/Dilution analysis

Module 2

• Company’s valuation using DCF analysis
• comparable company analysis
• Equity value of company

Module 3

• Merger analysis
• Pro-forma statement of merged entity
• Adjustments/synergy in M&A

Module 4

• M&A as capital budgetting decision
• HHI index
• EV multiples and other ratios

Target Customers:

• Students who are pursuing CFA, MBA (finance), CA
• Professionals in the field of investment banking/equity research

Pre-Requisites:

• Basic Accounting and MS Excel Knowledge
• Passion to learn

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