General Overview
Advanced Financial Model presenting a potential Merger & Acquisition (M&A) transaction between two companies.
The model is user-friendly in many respects including the simple structure of the standalone models and the manner in which the transaction assumptions feed to the sources and uses of funds and then to the pro-forma balance sheet.
The model includes M&A drivers and assumptions, two different standalone 3 statement models, a consolidated pro-forma model, DCF valuation and sensitivity analysis, transaction closing calculations and closing balance sheet with adjustments and accretion/dilution per share analysis.
General Note
• The template includes Input Tabs (gold color) and Output Tabs (dark blue color)
• Formulas are in black, hard coded numbers in blue and links from other worksheets in green.
• User needs to update only the blue colored hard coded numbers
• As a general rule, try to avoid changing the formulas in the cells in the output tabs. Please contact us if you need assistance on the functionality of the template
Input – Output Data
User Needs to fill in the following:
• General Deal & Scenario Assumptions in the Input Tab
• Key Performance Metrics & Drivers in the Target Model & Buyer Model Tabs
• Historical Data for the first 5 – years in the Target Model & Buyer Model Tabs
• Key Performance Metrics & Drivers in the Pro Forma Model Tab
• Valuation Assumptions in the DCF Models Tab
• Fair Value Adjustments in the Close Tab
The inputs produce the following:
• 3 Statement Financial Model for the Target Company (including supporting schedules)
• 3 Statement Financial Model for the Buyer Company (including supporting schedules)
• Consolidated Pro Forma 3 Statement Financial Model (including supporting schedules)
• Pro Forma, Buyer & Target DCF Valuation Models including Charts 7 Sensitivity Analysis
• Transaction closing calculations and closing balance sheet with adjustments
• Accretion / Dilution Analysis per share
Help & Support
If you experience any difficulty while using this template and you are not able to find the appropriate guidance in the instructions, please feel free to contact us for assistance.
This template has been designed with flexibility so it can be used in most business environments.
If you need a template customized for your business requirements, please e-mail us and provide a brief explanation of your specific needs.
File Types:
Excel Full Version – .xlsx
Demo Version – .pdf
Similar Products
Other customers were also interested in...
Advanced Financial Model with DCF & Valuation
New Version Updates:• Model is now dynamic. Users can select the desired forecast length for up to... Read more
Startup Company Financial Model – 5 Year Fin...
Highly-sophisticated and user-friendly financial model for Startup Companies providing a 5-Year adva... Read more
Leveraged Buyout (LBO) Financial Model
Advanced Financial Model presenting a potential acquisition of a public or private company using a s... Read more
Cap Tables & Investor Returns Model
User-friendly Cap Table Model for a startup company or early-stage venture including multiple rounds... Read more
General Financial Models – All-in-One Bundle
A collection of templates suitable for various types of businesses/industries, covering major accoun... Read more
DCF and Sensitivity – Business Valuation Mod...
General Overview User-friendly template providing valuation tools for any type of business/indust... Read more
Investment Financial Models – All-in-One Bundle ...
A collection of templates suitable for investment decisions in various types of businesses/industrie... Read more
Budgeting & Forecasting Model Template
Budgeting & Forecasting Template suitable for either a Trade or Service company in any type of i... Read more
Initial Public Offering (IPO) – Valuation &#...
User-friendly template including two different methods of modeling an initial public offering (IPO) ... Read more
From Trial Balance to Business Valuation – M...
Management Accounts Template, providing full reporting cycle and mapping between accounting and fina... Read more
You must log in to submit a review.