Skip to content
Felix Live
  • Topics
    • My List
    • Felix Guide
    • Asset Management
    • Coding and Data Analysis
      • Data Analysis and Visualization
      • Financial Data Tools
      • Python
      • SQL
    • Credit
      • Credit Analysis
      • Restructuring
    • Financial Literacy Essentials
      • Financial Data Tools
      • Financial Math
      • Foundations of Accounting
    • Introductory Courses
    • Investment Banking
      • Accounting
      • Financial Modeling
      • Industry Specific
        • Banks
        • Consumer
        • ESG
        • Insurance
        • Project Finance
        • Real Estate
        • Renewable Energy
      • M&A and Divestitures
      • Private Debt
      • Private Equity
      • Valuation
      • Venture Capital
    • Markets
      • Economics
      • Equity Markets and Derivatives
      • Fixed Income and Derivatives
      • Introduction to Markets
      • Other Capital Markets
      • Securities Services
    • Microsoft Office
      • Excel
      • PowerPoint
      • Word & Outlook
    • Professional Skills
      • Career Development
      • Expert Interviews
      • Interview Skills
    • Risk Management
    • Transaction Banking
    • Felix Live
  • Pathways
    • Investment Banking
    • Asset Management
    • Equity Research
    • Sales and Trading
    • Commercial Banking
    • Engineering
    • Operations
    • Private Equity
    • Credit Analysis
    • Restructuring
    • Venture Capital
    • CFA Institute
  • Certified Courses
  • Ask An Instructor
  • Support
  • Log in
  • Topics
    • My List
    • Felix Guide
    • Asset Management
    • Coding and Data Analysis
      • Data Analysis and Visualization
      • Financial Data Tools
      • Python
      • SQL
    • Credit
      • Credit Analysis
      • Restructuring
    • Financial Literacy Essentials
      • Financial Data Tools
      • Financial Math
      • Foundations of Accounting
    • Introductory Courses
    • Investment Banking
      • Accounting
      • Financial Modeling
      • Industry Specific
        • Banks
        • Consumer
        • ESG
        • Insurance
        • Project Finance
        • Real Estate
        • Renewable Energy
      • M&A and Divestitures
      • Private Debt
      • Private Equity
      • Valuation
      • Venture Capital
    • Markets
      • Economics
      • Equity Markets and Derivatives
      • Fixed Income and Derivatives
      • Introduction to Markets
      • Other Capital Markets
      • Securities Services
    • Microsoft Office
      • Excel
      • PowerPoint
      • Word & Outlook
    • Professional Skills
      • Career Development
      • Expert Interviews
      • Interview Skills
    • Risk Management
    • Transaction Banking
    • Felix Live
  • Pathways
    • Investment Banking
    • Asset Management
    • Equity Research
    • Sales and Trading
    • Commercial Banking
    • Engineering
    • Operations
    • Private Equity
    • Credit Analysis
    • Restructuring
    • Venture Capital
    • CFA Institute
  • Certified Courses
Felix Live
  • Data
    • Company Analytics
    • My Filing Annotations
    • Market & Industry Data
    • United States
    • Relative Valuation
    • Discount Rate
    • Building Forecasts
    • Capital Structure Analysis
    • Europe
    • Relative Valuation
    • Discount Rate
    • Building Forecasts
    • Capital Structure Analysis
  • Models
  • Account
    • Edit my profile
    • My List
    • Restart Homepage Tour
    • Restart Company Analytics Tour
    • Restart Filings Tour
  • Log in
  • Ask An Instructor
    • Email Our Experts
    • Felix User Guide
    • Contact Support

Advanced M&A Modeling

Advanced M&A Modeling walks participants through an M&A model, covering deal and financing assumptions, fair value adjustments of target company balance sheet, synergies, cross border transactions, consolidating acquirer and target financials, and analysis of the transaction.

Unlock Your Certificate   
 
0% Complete

29 Lessons (111m)

Show lesson playlist
  • 1. M&A Modeling Big Picture

    02:42
  • 2. Model Tour And Forecasts

    02:23
  • 3. Calendarization

    02:07
  • 4. Calendarization Workout

    03:28
  • 5. Calendarization Model

    03:43
  • 6. Assumptions - Acquirer And Target Valuation Model

    03:15
  • 7. Assumptions - Sources And Uses of Funds Model

    04:58
  • 8. Assumptions - Deferred Tax Liability and Goodwill

    04:03
  • 9. Assumptions - Deferred Tax Liability and Goodwill Model

    02:55
  • 10. Proforma Opening Balance Sheet

    02:47
  • 11. Proforma Opening Balance Sheet Fees Model

    05:47
  • 12. Synergies Model

    02:31
  • 13. PP&E And Depreciation on Capex Synergies Model

    05:32
  • 14. Debt Fees Amortization, And Debt Forecast Model

    03:30
  • 15. Deferred Tax Liability Forecast Model

    02:31
  • 16. Planning For The Consolidated Financial Statements

    02:25
  • 17. Consolidated Income Statement Model

    05:20
  • 18. Consolidated Balance Sheet Model

    06:40
  • 19. Consolidated Cash Flow Statement Model

    04:32
  • 20. Consolidated Interest Model

    07:16
  • 21. Consolidated Tax Model

    05:24
  • 22. M&A Analysis - EPS Accretion or Dilution Model

    05:12
  • 23. M&A Analysis - PE Ratios

    03:18
  • 24. M&A Analysis - PE Ratios and Equity Ownership Model

    03:03
  • 25. M&A Analysis - Credit Rating Impact Model

    02:47
  • 26. M&A Analysis - Synergies vs. Premium Paid

    02:28
  • 27. M&A Analysis - Synergies vs. Premium Paid Model

    02:46
  • 28. Return on Invested Capital

    03:52
  • 29. M&A Analysis - Return On Invested Capital Model

    02:44

Prev: M&A Modeling Complexities Next: Synergy Analysis

M&A Modeling Big Picture

  • Notes
  • Questions
  • 02:42

Understanding and planning for an M&A model.

Downloads

No associated resources to download.

Glossary

Acquisition M&A Merger modeling
Back to top
Financial Edge Training

© Financial Edge Training 2025

Topics
Introduction to Finance Accounting Financial Modeling Valuation M&A and Divestitures Private Equity
Venture Capital Project Finance Credit Analysis Transaction Banking Restructuring Capital Markets
Asset Management Risk Management Economics Data Science and System
Request New Content
System Account User Guide Privacy Policy Terms & Conditions Log in
Content Requests and Questions

You are trying to access premium learning content.

Discover our full catalogue and purchase a course Access all courses with our premium plans or log in to your account
Help

You need an account to contact support.

Create a free account or log in to an existing one

Sorry, you don't have access to that yet!

You are trying to access premium learning content.

Discover our full catalogue and purchase a course Access all courses with our premium plans or log in to your account

You have reached the limit of annotations (10) under our premium subscription. Upgrade to unlock unlimited annotations.

Find out more about our premium plan

You are trying to access content that requires a free account. Sign up or login in seconds!

Create a free account or log in to an existing one

You are trying to access content that requires a premium plan.

Find out more about our premium plan or log in to your account

Only US listed companies are available under our Free and Boost plans. Upgrade to Pro to access over 7,000 global companies across the US, UK, Canada, France, Italy, Germany, Hong Kong and more.

Find out more about our premium plan or log in to your account

A pro account is required for the Excel Add In

Find out more about our premium plan

Congratulations on completing

This field is hidden when viewing the form
Name(Required)
This field is hidden when viewing the form
Rate this course out of 5, where 5 is excellent and 1 is terrible.
Were the stated learning objectives met?(Required)
Were the stated prerequisite requirements appropriate and sufficient?(Required)
Were the program materials, including the qualified assessment, relevant and did they contribute to the achievement of the learning objectives?(Required)
Was the time allotted to the learning activity appropriate?(Required)
Are you happy for us to use your feedback and details in future marketing?(Required)

Thank you for already submitting feedback for this course.

CPE

What is CPE?

CPE stands for Continuing Professional Education, by completing learning activities you earn CPE credits to retain your professional credentials. CPE is required for Certified Public Accountants (CPAs). Financial Edge Training is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

What are CPE credits?

For self study programs, 1 CPE credit is awarded for every 50 minutes of elearning content, this includes videos, workouts, tryouts, and exams.

CPE Exams

You must complete the CPE exam within 1 year of accessing a related playlist or course to earn CPE credits. To see how long you have left to complete a CPE exam, hover over the locked CPE credits button.

What if I'm not collecting CPE credits?

CPE exams do not count towards your FE certification. You do not need to complete the CPE exam if you are not collecting CPE credits, but you might find it useful for your own revision.


Further Help
  • Felix How to Guide walks you through the key functions and tools of the learning platform.
  • Playlists & Tryouts: Playlists are a collection of videos that teach you a specific skill and are tested with a tryout at the end. A tryout is a quiz that tests your knowledge and understanding of what you have just learned.
  • Exam: If you are collecting CPE points you must pass the relevant CPE exam within 1 year to receive credits.
  • Glossary: A glossary can be found below each video and provides definitions and explanations for terms and concepts. They are organized alphabetically to make it easy for you to find the term you need.
  • Search function: Use the Felix search function on the homepage to find content related to what you want to learn. Find related video content, lessons, and questions people have asked on the topic.
  • Closed Captions & Transcript: Closed captions and transcripts are available on videos. The video transcript can be found next to the closed captions in the video player. The transcript feature allows you to read the transcript of the video and search for key terms within the transcript.
  • Questions: If you have questions about the course content, you will find a section called Ask a Question underneath each video where you can submit questions to our expert instructor team.