Mergers & Acquisitions (M&A) Course Overview

Course Description

This course is designed to provide a structured and hands-on approach to understanding and applying M&A financial modeling techniques. Participants will gain expertise in building and analyzing M&A models, evaluating deal structures, assessing financial impacts, and conducting sensitivity analyses. Using real-world case studies and interactive exercises, learners will develop the ability to build comprehensive M&A models from scratch, integrating financial statements, deal assumptions, synergies, and valuation methodologies.

Target Audience

This course is ideal for finance professionals, analysts, and students looking to strengthen their expertise in M&A modeling. It is particularly beneficial for:

✅ Investment Banking Analysts & Associates – Working on M&A transactions and financial deals.
✅ Corporate Finance & Strategy Teams – Evaluating acquisitions and corporate restructuring strategies.
✅ Private Equity & Venture Capital Professionals – Assessing investment opportunities and deal structuring.
✅ Financial Analysts (FP&A, Treasury, Valuations) – Enhancing technical skills in financial modeling.
✅ Equity Research Analysts & Portfolio Managers – Analyzing the impact of M&A transactions on company valuations.
✅ Transaction Advisory & Consulting Professionals – Advising clients on M&A financial structures.

A fundamental understanding of financial statements and corporate finance is recommended for this course.

Course Structure

The course is divided into three key sections, ensuring a structured and progressive learning experience.

1: Understanding M&A Fundamentals & Valuation

2: Deal Execution & Financial Adjustments

3: Risk Analysis & Practical Application

Course Duration: 4 Weeks of self-paced or instructor-led learning.

Course Objectives

By completing this course, participants will:

✅ Understand M&A deal structures and valuation techniques in depth.
✅ Develop financial models for acquirer and target companies to assess deal viability.
✅ Adjust and integrate financial statements to build a Pro Forma post-merger balance sheet.
✅ Evaluate synergies and financing strategies to determine the financial impact of an acquisition.
✅ Analyze accretion/dilution effects on shareholder value using EPS modeling.
✅ Perform sensitivity analysis and scenario testing to assess risk factors.
✅ Apply these concepts in a real-world M&A case study to simulate deal execution.