Mergers & Acquisitions (M&A) Modeling in Excel Part 2 – Pro Forma Integration & Analysis

Complete a fully integrated Mergers & Acquisitions (M&A) model in Excel by combining the acquirer and target into a pro forma model, and assess the true impact of the transaction through accretion/dilution analysis and sensitivity testing.

Integrate the acquirer and target company financials into a pro forma model
Calculate accretion or dilution of key per share metrics post-transaction
Perform sensitivity analysis to assess the overall impact of the deal

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Corporate Finance Institute

Mergers & Acquisitions (M&A) Modeling in Excel Part 2 – Pro Forma Integration & Analysis

Overview

Mergers & Acquisitions (M&A) Modeling in Excel Part 2 – Pro Forma Integration & Analysis Course Overview

With the structural foundation of your Mergers & Acquisitions (M&A) model in place, this course takes you through the final and most analytical phase of the process. You will integrate the acquirer and target company financials into a combined pro forma model, then evaluate the deal’s impact by calculating accretion or dilution to key per-share metrics and running sensitivity analysis on critical assumptions.

By the end of this course, you will have a complete, fully functional Mergers & Acquisitions (M&A) model in Excel and the analytical skills to interpret and present the results of a transaction.

Who should take this course?

This course is designed for finance professionals and learners who have completed Part 1 of this series and are ready to finalize and analyze a complete M&A model. It is particularly valuable for financial analysts, investment bankers, and corporate development professionals who need to evaluate deal outcomes and present transaction analysis to stakeholders.

Mergers & Acquisitions (M&A) Modeling in Excel Part 2 – Pro Forma Integration & Analysis Learning Objectives

Integrate the acquirer and the target company into a combined 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

Prerequisite Courses

Recommended courses to complete before taking this course.

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.

Investment Banking & Private Equity Modeling Specialization

Skills You’ll Gain Accounting, Advanced Financial Modeling, Excel, Financial Statement Analysis, Forecasting, Valuation, and more.
Great For Investment Banking, Private Equity, Equity Research, and more

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Mergers & Acquisitions (M&A) Modeling in Excel Part 2 – Pro Forma Integration & Analysis

Mergers & Acquisitions (M&A) Modeling in Excel Part 2 – Pro Forma Integration & Analysis Course Overview

Who should take this course?

Mergers & Acquisitions (M&A) Modeling in Excel Part 2 – Pro Forma Integration & Analysis Learning Objectives

What You'll Learn

Course Introduction

Pro Forma Model: Synergies

Pro Forma Model: Assets and Deferred Taxes

Pro Forma Model: Debt

Completing the Pro Forma 3-Statement Model

Accretion/Dilution and Sensitivity Analysis

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Investment Banking & Private Equity Modeling Specialization

Frequently Asked Questions