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Mergers and Acquisitions Modeling Course

Mergers and Acquisitions Modeling Course

Regular price Rs.4,999.00 INR
Regular price Rs.12,498.00 INR Sale price Rs.4,999.00 INR
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Course Description

In this online certificate course in Mergers and Acquisitions Modeling, learn how to build models to  predict a company's performance before indulging in M&A. 

Delve into the world of M&A and find the popular mergers and acquisitions that have happened in the past. Additionally, the case studies are to dive deep to understand the concept in a better way. Not only that, you also learn the financials required to perform the entire modeling process in Excel.

  • 🕒 Course Access Within 12 Hours

    You’ll get full course access on your email within 12 hours of purchase.

  • 📚 100% Self-Paced Learning

    Learn at your own schedule – no deadlines or fixed classes.

  • 📆 1-Year Unlimited Access

    Enjoy unlimited access of all lessons, materials, and content for a full year.

  • Expert-Led Training

    Learn from an ex-JPMorgan, CLSA Equity Analyst with 20+ years of experience

  • Synergies & Accretion/Dilution Analysis

    Master deal-making strategies

  • Sensitivity Analysis

    Evaluate different deal scenarios with advanced modeling techniques

  • Proforma Financials & Valuation Techniques

    Learn the key M&A valuation methods

  • Exclusive Email & Chat Support

    Get answers to your queries from industry professionals

  • 365 Days Unlimited Access

    Learn at your own pace with one-year access to course materials

  • 6+ Hours of Video Tutorials

    Self-paced learning with pre-recorded expert-led modules

  • Downloadable Excel Templates

    Get hands-on with industry-standard M&A models

  • Certification of Completion

    Earn a recognized certificate to boost your career

  • Career Enhancement

    Develop expertise in M&A modeling and financial analysis

  • Excel & Real-World Applications

    Master Excel for building accurate M&A financial models

PURSUE YOUR DREAM CAREER

Top Companies That Hire Professionals With Financial Analysis Skills

Learn Directly From The Industry Expert!

Dheeraj Vaidya, CFA, FRM, is Co-Founder of WallStreetMojo and a former Equity Analyst at J.P. Morgan and CLSA. With 20 years of experience, he has trained over 100,000 professionals in financial modeling, valuation, investment banking.

What Will You Learn?

  • Understanding and correlating financial statements
  • Financial modeling and analysis
  • Performing valuation of various firms within the industry
  • Financial statement analysis
  • Synergies and accretion/dilution analysis
  • Sensitivity analysis
  • Proficiency in Excel software
  • Data analysis and presentation skills
  • Strategic thinking and observation skills

Take the leap and acquire the skills required to value companies for Mergers and Acquisitions with our M&A online course. Understand the financial items in the company statements and learn to model their prospects. Learn the accounting method to value assets before making a purchase. Nonetheless, delve into the ocean of synergies related to revenues and costs. 

Furthermore, acquire skills to perform sensitivity analysis to be able to find the firm's true value. Develop an understanding of the market value of similar firms in the industry and check where a firm stands. Also, gain analytical and presentation skills, which further help in communicating the details to the stakeholders. With a strategic mindset, make informed investment decisions on vital projects or provide better recommendations to your clients on major transaction deals. 

Who Should Attend The Mergers And Acquisitions Modeling Course?

  • Equity research analysts
  • Recent finance graduates
  • Financial planners
  • Business consultants
  • Investment banking professionals

Earn A Certificate On Completion Of This Course

Complete all modules and exercises to earn a certificate in our Financial Modeling and Valuation course bundle, showcasing your knowledge in M&A modeling and related topics. Enjoy 1-year unlimited access to course content, Excel templates, and resources.

Careers With Investment Banking Skills

  • Financial Analyst
  • Equity Research Analyst
  • Investment Banker
  • Private Equity Analyst
  • Merger and Acquisition Analyst
  • FP&A Analyst

Prerequisites For Mergers and Acquisitions Modeling Course

At WallStreetMojo, make your learning easy with our mergers & acquisitions classes that come with some eligibility criteria. Having basic financial knowledge of financial statements and concepts is a must. Likewise, having equivalent familiarity with Excel spreadsheets and its tools eases your modeling practice. Additionally, your market understanding and business knowledge make this Mergers and Acquisitions class an excellent choice for further career enhancement.

  • Basic understanding of financial statements, accounting principles, key ratios, and related concepts
  • Familiarity with financial markets and company-related information
  • A device to access the courses
  • Good, stable internet connection
  • Access to Microsoft Excel or trading platforms like TradingView

Course Curriculum

Introduction

  • Introduction to M&A Modeling
  • Kraft Heinz Merger
  • Course Structure
  • Case Study and Template

Case Study

  • AlphaTech
  • Beta Electronics
  • Acumen Advisor Investment
  • Acquisition Discussion
  • Transaction Assumptions

Data Gathering

  • AlphaTech and Beta Financials
  • Valuation Fundamentals
  • Calculating Alpha
  • Tech Equity Value
  • Calculating Alpha
  • Tech Enterprise Value
  • Beta Electronics Equity Value
  • Beta Electronics Enterprise Value
  • Transaction Assumptions
  • Sources and Uses of Funds
  • AlphaTech EPS and Margin Calculations
  • Beta EPS and Margin Calculations

Synergies

  • Revenue Synergies
  • Cost Synergies

Purchase Method of Accounting

  • Purchase Method of Accounting Part -1
  • Purchase Method of Accounting Part -2
  • Purchase Method of Accounting Part -3
  • Understanding Deferred Taxes
  • Purchase Method of Accounting Part -4
  • Creation of DTL Explained

Proforma Balance Sheet

  • Goodwill Calculation
  • Proforma BS - Linking Historical
  • Proforma BS - Adjustments
  • Final Proforma BS

Proforma Income Statement

  • Proforma IS - Linking Historicals
  • Proforma IS Adjustments
  • Final Proforma IS
  • Proforma IS Analysis

Accretion Dilution Analysis

Breakeven Synergies

Maintaining Investment Grade

  • Understanding Credit Rating
  • Credit Rating Factors
  • Credit Ratings and Borrowing Cost
  • Maintaining Investment Grade

Ownership Analysis

Sensitivity Analysis

  • Sensitivity Analysis of EPS Year 1
  • Sensitivity Analysis of EPS Year 2
  • Sensitivity Analysis of Debt to EBITDA

Deal Recommendation

Recommendation Summary

Modeling Summary

Asset Purchase

  • Introduction
  • GAAP Reporting
  • Tax Books
  • Pros and Cons

Section 338 Election

Customer Reviews

Based on 8 reviews
75%
(6)
25%
(2)
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Y
Yuanchen (Andrew) Bo (CB Capital Partners) ,Irvine, California
Outstanding Financial Modelling Course

I am Yuanchen (Andrew) Bo, a student for your online class. Thank you so much for your insightful sharing on M&A and financial modelling, which benefits your fans a lot!

Y
Yuanchen (Andrew) Bo (CB Capital Partners) ,Irvine, California
Wonderful

I am Yuanchen (Andrew) Bo, a student for your online class. Thank you so much for your insightful sharing on M&A and financial modelling, which benefits your fans a lot!

R
Rathi Rakshaya – India

Great opportunity to learn what is needed to your career. Grateful that I found Wall street mojo at the right time.

R
Rathi Rakshaya – India
Great Opportunity to Learn What is Needed for Your Career

Great opportunity to learn what is needed to your career. Grateful that I found Wall street mojo at the right time.

A
Ankush Sen (Finance Student) – India

Concepts were taught in a very effective manner which made it very easy to understand and apply the concepts learnt to real-world scenarios. Highly recommend you to check out their courses as they are very concise and yet mnanage to cover all important aspects of the matter.

Frequently Asked Questions

Who is the Mergers and Acquisitions Modeling Course designed for?

The Mergers and Acquisitions certificate programs online are designed for individuals who aspire to become M&A analysts or similar roles. It includes professionals working in private equity, investment banking, and any other corporate finance area that involves M&A deals. Additionally, aspiring investment bankers, finance graduates, students, and entrepreneurs can also enroll in this course. 

What topics are covered in the Mergers and Acquisitions Modeling Course?

The Mergers and Acquisitions course outline provides a list of multiple topics entailing the concept of Mergers and Acquisitions modeling. It covers a brief introduction to the M&A concept, building an M&A model using company financials for future forecasts, synergies, and its breakdown. Discover the purchase method of accounting, proforma financials, accretion/dilution analysis, investment grade, and more. 

Are there any case studies or real-world examples used in the course?

Undoubtedly, our M&A certificate programs do include case studies on various companies like AlphaTech. You learn to perform modeling from scratch using our Excel template. Later on, you can practice the same with other companies also. This case study also provides you with recent industry trends, possible mistakes by analysts, and how you, as a finance professional, can avoid them. 

Will I receive a certificate upon completing the Mergers and Acquisitions Modeling Course?

Yes, we at WallStreetMojo offer a certificate upon  completion of the M&A modeling Excel program. Once learners complete all modules and MCQ-related practical exercises; they become eligible for a final assessment test. Finally, when learners clear the final exam, they receive the certificate. It evidences their knowledge of the subject, which adds enough value to their resume.

How long does the Mergers and Acquisitions Modeling Course take to complete?

This Mergers and Acquisitions online course has a duration of 6 hours or more, depending on the learner’s ability to grasp the content. Each module has a predefined time limit explaining each concept in detail. However, the major benefit here is that you can access the content anytime. In short, you can learn at your own pace and understand each concept in detail.

Is the Mergers and Acquisitions Modeling Course available online or in-person?

Yes, Mergers and Acquisitions certificate programs are available in the online mode. In fact, it is as effective as any training program taken in person. You can view the content and related modules anytime and anywhere with a few simple clicks. Also, learners gain a more professional understanding of this subject and formal training on the same, given the expertise of a highly experienced instructor.

What software or tools are used in the Mergers and Acquisitions Modeling Course?

In the Mergers and Acquisitions modeling course online, Microsoft Excel is the most commonly used software or app. Since the entire modeling happens on the spreadsheet, Excel is a perfect option for this course. It also utilizes major functions, themes, and formulas to make the M&A model more presentable and crisp, making it easily interpretable  for stakeholders. 

Do I need prior experience in finance to take this M&A course?

If you have prior experience or knowledge in finance, it is well and good. However, even if you do not have such experience in handling M&A dealings, there is nothing to worry . At WallStreetMojo, we offer courses that provide the basic foundation on how to model financials. Hence, prior experience is not mandatory for learners.

Will I learn how to build M&A models from scratch in this course?

Definitely, our Mergers and Acquisitions certificate programs will help you understand how to build M&A models from scratch. With our experienced instructors, learn to model the financials of target companies in a sophisticated way like never before. Throughout this journey, explore the popular industry tips and tricks that can help in modeling and making apt investment or M&A decisions.

How up-to-date is the content in the Mergers and Acquisitions Modeling Course?

We have a team of experts who research trends to improve the curriculum for learners who trust us with their knowledge requirements. The team ensures that the updated findings are incorporated into our course curriculum regularly. We also ensure that individuals who associate with us to learn M&A or any other course never feel outdated in terms of the knowledge they gain here.

What makes this M&A course different from other Mergers and Acquisitions courses?

Our courses are designed to cater to the needs of professionals wanting to make a career in investment banking or M&A. To fulfill these requirements, we provide the latest content that aligns with the industry standards and methodologies used while valuing Mergers and Acquisitions deals. Also, to further enhance the learning experience, there are multiple resources provided from our end to fill knowledge gaps.

Is there any post-course support available after completing the M&A modeling course?

Yes, we do provide support for all your queries and doubts related to the courses. As a trusted and beloved member of the WSM community, you can always contact us by writing to our support team at support@wallstreetmojo.com for any queries. Also, there are multiple blogs and courses made available for each topic, which you may refer to when required. Plus, you can dig deeper into this topic of mergers and acquisitions modeling by browsing through our related blogs on job description, lifestyle, salary, and more.