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Advanced Financial Modeling

Mergers and Acquisitions

Mergers and acquisitions are transactions in which the ownership of companies is transferred or combined, and the mechanics behind how these work can be complex to understand. In this course, you’ll discover how to analyze a fictional acquisition in the clothing retail industry.

Advanced        14 Lessons        120 Minutes        CPD Credits
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About This Course

The mechanics behind mergers and acquisitions can be complex. In this course, you’ll learn just what steps are involved and how your analysis will come into play.

Across 14 lessons, you’ll discover how to develop a merger model in Excel, calculate synergies and implementation costs, and analyze the dilution impact.

By the end of the course, you’ll develop a clear understanding of all that is involved and how to create a dynamic analysis of what is to be expected.

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Learning Outcomes

  • Understand the benefits of mergers and acquisitions
  • Develop a merger model in Excel
  • Calculate synergies and implementation costs in a merger
  • Create combined financial statements for a merger
  • Analyze the accretion and dilution impact of a merger
  • Create a debt paydown schedule for a merger


1. What are Mergers and Acquisitions?
2. How to Build Merger Models
3. Introducing the Merger Case
4. Analyzing the Acquirer
5. Funding the Proposed Transaction
6. Deal Synergies

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7. Defining our Transaction Assumptions
8. Sources and Uses of Funds
9. Combining Income Statements Part 1
10. Combining Income Statements Part 2
11. Accretion and Dilution
12. Cash Flow and Debt Analysis Part 1
13. Cash Flow and Debt Analysis Part 2
14. Sensitivity Analysis and Recommendations
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