M&A Modeling

This hands-on course teaches you how to create detailed financial models for M&A transactions using Excel, covering all key aspects from valuation to forecasting.

Participants: Up to 15

Duration: 4 Weeks

Expertise: Intermediate

Interested in Our Training Program?

Our expert M&A training allows you to focus on your strategic priorities to create value and leverage your high performing human talents.

Welcome to the M&A Modeling training program.

This course will provide you with the skills and techniques needed to build robust financial models for mergers and acquisitions, using Excel as a primary tool.

Training Modules

Below are the modules included in the training program:

  • Module 1: Introduction to Financial Modeling
    Understand the fundamentals of financial modeling and its significance in M&A. This module covers basic financial concepts, model structures, and the importance of accurate data inputs.
  • Module 2: Building Basic Models
    Start building your first financial models. This module provides step-by-step guidance on creating basic financial statements, including income statements, balance sheets, and cash flow statements.
  • Module 3: Advanced Valuation Techniques
    Dive into advanced valuation methods used in M&A. This module covers discounted cash flow (DCF) analysis, comparable company analysis, precedent transactions, and leverage buyout (LBO) models.
  • Module 4: Forecasting and Scenario Analysis
    Learn how to create financial forecasts and conduct scenario analysis. This module teaches you to build dynamic models that can simulate various scenarios and assess their impact on the transaction's value.
  • Module 5: Practical Applications and Case Studies
    Apply your modeling skills to real-world situations. This module includes case studies of actual M&A transactions, allowing you to practice building and analyzing models based on real data.

Training Advantages

  • Hands-on experience with Excel modeling.
  • Detailed instruction on valuation and forecasting.
  • Practical examples and case studies.
  • Tools and templates for future use.

Conclusion

By the end of this training, you will be equipped to create comprehensive and accurate financial models for M&A transactions, enhancing your decision-making capabilities.

Testimony image
Thomas did a great job in linking the material to the real world. His course has an excellent and clear structure that takes the participants through the process of doing M&A step by step.
KURT PLATTNER
Executive Director, Rehau GmbH
Thomas guided an in-depth discussion on the M&A model, shared a very useful toolbox and additional files. All information is very useful
MICHAEL STREICHER
President Pumps Equipment Division, Sulzer AG
Thomas is highly competent. He provided a wide coverage of M&A topics and a great many checklists for future use. Thomas provided a great basis for our future M&A strategy. I achieved my personal expectations and objectives
Another Satisfied Client
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