Mergers & Acquisitions (M&A) Modeling in Excel Part 1 – Model Setup & Transaction Adjustments

Build a fully functional Mergers & Acquisitions (M&A) model in Excel by mastering the structural setup and transaction adjustments that form the foundation of any merger or acquisition analysis.

Structure an Mergers & Acquisitions (M&A) model efficiently and set up all key assumptions and drivers
Calculate purchase price adjustments and goodwill to reflect deal economics
Create a post-transaction pro forma balance sheet using the correct deal and accounting adjustments

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Corporate Finance Institute

Mergers & Acquisitions (M&A) Modeling in Excel Part 1 – Model Setup & Transaction Adjustments

Overview

Mergers & Acquisitions (M&A) Modeling in Excel Part 1 – Model Setup & Transaction Adjustments Course

Mergers & Acquisitions (M&A) are among the most complex transactions in finance, and building a reliable Mergers & Acquisitions (M&A) model is a critical skill for many finance professionals. This course walks you through the first half of building a complete Mergers & Acquisitions (M&A) model in Excel — from structuring the workbook efficiently to setting up the assumptions, drivers, and transaction adjustments needed to reflect the true economics of a deal. By the end of this course, you will have built the structural foundation of a working Mergers & Acquisitions (M&A) model and produced a post-transaction pro forma balance sheet, preparing you to complete the full model in Part 2.

Who should take this course?

This course is designed for finance professionals and learners who want to build practical Mergers & Acquisitions (M&A) modeling skills in Excel. It is ideal for financial analysts, investment banking analysts, and corportate development professionals who are involved in or preparing for roles that require deal analysis and transaction modeling

Mergers & Acquisitions (M&A) Modeling in Excel Part 1 – Model Setup & Transaction Adjustments Learning Objectives

Learn how to structure an Mergers & Acquisitions (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 adjustments required to create a post-transaction pro forma balance sheet

Prerequisite Courses

Recommended courses to complete before taking this course.

What You'll Learn

Lesson

Multimedia

Exams

Files

This Course is Part of the Following Programs

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Investment Banking & Private Equity Modeling Specialization

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Mergers & Acquisitions (M&A) Modeling in Excel Part 1 – Model Setup & Transaction Adjustments

Mergers & Acquisitions (M&A) Modeling in Excel Part 1 – Model Setup & Transaction Adjustments Course

Who should take this course?

Mergers & Acquisitions (M&A) Modeling in Excel Part 1 – Model Setup & Transaction Adjustments Learning Objectives

What You'll Learn

Course Introduction

Case Study & M&A Process

Acquirer & Target 3-Statement Models

Transaction Assumptions

Sources & Uses

Pro Forma Balance Sheet

Estimating and Valuing Synergies

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Investment Banking & Private Equity Modeling Specialization

Frequently Asked Questions