Learn how to analyze mergers and acquisitions, build integrated M&A financial models, and evaluate deal outcomes using practical investment banking and corporate finance techniques. This course provides hands-on skills in acquisition valuation, purchase price allocation, pro forma modeling, debt financing, and EPS accretion/dilution analysis.
The course begins with the foundations of mergers and acquisitions, helping learners understand deal rationale, transaction mechanics, and valuation concepts used in real-world corporate transactions. Learners will explore how acquisition opportunities are structured, analyzed, and validated through financial modeling.
As the course progresses, learners build the technical foundation for M&A analysis by creating transaction assumptions, projecting financial statements, and calculating purchase prices. The course then focuses on acquisition structuring, including sources and uses of funds, purchase price allocation, and pro forma financial statement preparation.
Advanced modules cover integrated three-statement financial modeling, balance sheet forecasting, working capital management, cash flow analysis, debt financing structures, and interest calculations. Learners will also analyze EPS accretion/dilution and evaluate shareholder impact under different transaction scenarios.
The course concludes with sensitivity analysis and advanced deal evaluation techniques, enabling learners to assess acquisition outcomes and make data-driven financial decisions.
What makes this course unique is its end-to-end coverage of the M&A modeling lifecycle combined with practical, industry-style financial modeling workflows. By the end of the course, learners will be able to confidently analyze acquisition opportunities, build professional M&A models, and support strategic financial decision-making in investment banking and corporate finance environments.
This module introduces the fundamentals of mergers and acquisitions, focusing on deal rationale, valuation concepts, and the mechanics of M&A transactions. Learners explore how real-world deals are structured, analyzed, and validated using financial models.
What's included
8 videos4 assignments
Show info about module content
8 videos•Total 61 minutes
Overview of Noble Energy and Rosetta Resources M nad A Valuation•3 minutes
How M and A works•6 minutes
M and A Calculation Method•9 minutes
M and A Calculation Method Continues•8 minutes
How to Calculate P and LBS•7 minutes
Actual Example of M and A Deal•11 minutes
More on M and A Deal•8 minutes
Validate the Pro Forma post M and A Deal•10 minutes
4 assignments•Total 60 minutes
Introduction to M&A Landscape•10 minutes
M&A Calculation Deep Dive•10 minutes
Validating M&A Outcomes•10 minutes
Foundations of M&A and Deal Mechanics•30 minutes
From Valuation to Financial Modeling Setup
Module 2•2 hours to complete
Module details
This module bridges valuation concepts with financial modeling by introducing assumptions, financial statement projections, and purchase price calculations. Learners build the foundation required to structure and evaluate acquisition transactions.
What's included
8 videos4 assignments
Show info about module content
8 videos•Total 60 minutes
Validate the Pro Forma post M and A Deal Continue•5 minutes
Valuation in M and A•12 minutes
Introduction to Financial Statements and Projections•9 minutes
Assumptions•7 minutes
Assumptions Continue•7 minutes
Purchase Price Calculation Part 1•8 minutes
Purchase Price Calculation Part 2•7 minutes
Purchase Price Calculation Part 3•6 minutes
4 assignments•Total 60 minutes
Advanced Validation & Valuation•10 minutes
Financial Statements & Assumptions•10 minutes
Purchase Price Fundamentals•10 minutes
From Valuation to Financial Modeling Setup•30 minutes
Building the Deal Structure
Module 3•2 hours to complete
Module details
This module focuses on structuring the acquisition, including sources and uses of funds, purchase price allocation, and preparation of pro forma financial statements. Learners construct the initial framework of the merged entity.
This module covers the integration and completion of financial statements, including balance sheet forecasting, working capital management, and cash flow modeling. Learners build a fully linked three-statement financial model.
What's included
7 videos4 assignments
Show info about module content
7 videos•Total 53 minutes
ProForma Balance Sheet Actuals•5 minutes
ProForma Balance Sheet Forecast•7 minutes
Working capital Calculation•6 minutes
ProForma Statement Completion•5 minutes
Prepare ProForma Cash Flow Statement•10 minutes
Axll Debt Repayment Schedule•8 minutes
Debt Repayment Schedule Continues•12 minutes
4 assignments•Total 60 minutes
Balance Sheet Construction•10 minutes
Working Capital & Integration•10 minutes
Cash Flow Modeling•10 minutes
Completing Financial Statements•30 minutes
Debt, EPS & Sensitivity Analysis
Module 5•3 hours to complete
Module details
This module focuses on advanced financial modeling topics including debt structuring, interest calculations, EPS analysis, and sensitivity testing. Learners evaluate deal outcomes and assess shareholder impact under different scenarios.
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