Merger and Acquisition Modelling

Master Merger Modeling: A Deep Dive into M&A Financial Analysis

This intensive video course is designed for finance professionals with existing financial modeling skills and a solid understanding of current M&A accounting. You'll gain practical expertise in building a powerful, flexible integrated merger model.

What You'll Learn:

• Construct a Comprehensive Merger Model: Learn to build a robust merger model capable of analyzing crucial aspects of a proposed transaction.
• Analyze Pro-Forma Credit Ratios & Profitability: Develop the ability to assess the financial health of the combined entity by examining pro-forma credit ratios and combined profit metrics.
• Optimize Capital Structure: Build functionality to identify the optimal capital structure for financing an acquisition, considering various funding options.
• Apply Best Practices: Utilize industry-leading financial modeling and accounting techniques throughout the course.
• Navigate the Unique Challenges of Merger Modeling: Understand how merger modeling differs from standard integrated forecasting for a single business.
• Real-World Application: Analyze the recent acquisition of Shire Pharmaceuticals by Takeda, examining the significant impact of fair value adjustments.

Who Should Attend:

This program is highly relevant for:

• Equity Analysts
• Debt Analysts
• Credit Analysts
• Corporate Financiers
• Professionals involved in the origination or financing of acquisitions.

Key Skills You'll Develop:

• Merger Model Creation: Model a merger from scratch and effectively utilize and interrogate existing merger model templates.
• Comprehensive Merger Analysis: Model all aspects of a merger, including:
  • Goodwill
  • Fair Value Adjustments
  • Refinancing Fees
  • Consolidation Adjustments
  • Synergies (including nil-dilution synergies and control premiums)
• Deal Sensitivity Analysis: Assess the impact of various assumptions on the deal's financial outcome.
• Optimal Financing Mix: Establish an optimal financing mix based on target pro-forma credit metrics.