Merger (M&A) Financial Model

Step-by-step training model guiding you through on how to build a merger model from scratch.

Merger (M&A) Financial Model
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Key sections:

  • Inputs & Assumptions
    • Transaction assumptions
    • Sources & Uses
    • Goodwill
  • Consolidated Financial Statements
    • Consolidated Income Statement
    • Consolidated Balance Sheet
    • Consolidated Cashflow Statement
  • Supporting Schedules
    • Depreciation
    • Working capital
    • Debt

Model tabs:

  • Summary tab – containing links and descriptions of all the steps needed to build the model from scratch
  • Inputs tabs – containing single and time-based inputs
  • Consolidated Financials tab – containing consolidated financial statements, including Pro-Forma adjustments
  • Acquirer & Target Financials tabs – containing individual company financials

Key takeaways:

  • Learn how to make projections
  • Learn how to value business combinations through pro-forma adjustments
  • Learn how to assess if a deal is accretive or dilutive

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