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What courses complement this one?

Advanced Modeling

To get a comprehensive understanding of Advanced Modeling, study over 5 days:

 

  • 1 - Financial Modeling Fundamentals and Three Statement Modeling
  • 2 - Financial Modeling, Forecasting, Integrity and Error Checking
  • 3 - Valuation Fundamentals and DCF Valuation
  • 4 - LBO Modeling
  • 5 - M&A Modeling

 

Book all 5 courses

 

 

Course details

M&A Modeling

During this session, delegates build a fully integrated merger model which combines financial statement forecasts for the acquirer and the target. Practical consolidation issues are addressed. The deal analysis focuses on the financing structure, pricing, earnings and credit impact and value creation.

 

Learning outcomes

  • The advantages of a full blown merger model
  • Preparing the stand alone data for acquirer and target
  • Preparing key deal data
  • Building a flexible funding structure using a sources and uses of funds table
  • Calculating goodwill
  • Dealing with fair value adjustments to the target's net assets
  • Dealing with refinancing of target's debt
  • Modeling fees (advisory, debt-issuance and equity-issuance)
  • Consolidating the financial statements of acquirer and target
  • Synergies
  • Earnings accretion/dilution and relative P/E analysis
  • Assessing the value creation potential of the deal using return on invested capital (ROIC) analysis
  • Contribution analysis
  • Analysis at various prices (AVP)
  • Net present value of synergies vs. control premium
  • Identifying the maximum offer price and a suitable financing mix

 

 

"I feel much more comfortable navigating Excel, financial statements and financial models. The Excel shortcuts and tricks that the trainer showed us are invaluable." ~ financial analyst, finance boutique

What will you receive on the course?

While this is a face to face training course, a blended learning approach is taken and delegates will be provided with access to AMT Online. Our study materials contain both the knowledge and practice materials required to assist with the learning process and help you in your job role. Course materials include:

 

  • printed course binder with copy of the slides
  • laminated summary sheets
  • 24/7 access to DELTA online learning environment
  • class recordings
  • course notes
  • quizzes
  • electronic homework/study files

Who should attend the course?

  • New hires who have joined the firm late and missed the in-house program
  • Individuals looking to fill a knowledge gap
  • Experienced bankers looking to refresh their technical skills
  • Teams employed in financial strategy roles from non-banking corporations
  • Graduates preparing to interview for a role in the finance sector
  • Students at business school and looking for a career in finance