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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:
  1. Excel Fundamentals – Formulas for Finance
  2. 3-Statement Modeling
  3. DCF Valuation Modeling

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.   mergers and acquisitions M&A financial modeling course  

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
  advanced financial modeling  

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 (M&A)  

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
  M&A modeling course in Excel

Mergers & Acquisitions (M&A) Modeling

Get Started

Level 4

Approx 8h to complete

100% online and self-paced

Get Recognized With CFI

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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
Mergers & Acquisitions (M&A) Modeling is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 54 courses.
  • Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
  • Career Prep Investment banking and equity research, FP&A, corporate development
Commercial Banking & Credit Analyst (CBCA)® Certification
Mergers & Acquisitions (M&A) Modeling is part of the Commercial Banking & Credit Analyst (CBCA)® certification, which includes 59 courses.
  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending

Learner Reviews

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

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

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Frequently asked questions

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.
How long do I have to complete the courses?
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.
Are CFI courses officially accredited?
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.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
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.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
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