Advanced M&A Modeling – Felix

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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.

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29 Lessons (111m)

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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

Assumptions - Deferred Tax Liability and Goodwill

Notes
Questions

04:03

Deferred tax liabilities are often created in an M&A due to asset step ups, and impact on goodwill. Understanding the principles.

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Glossary

Acquisition Deferred Tax in M&A M&A Merger modeling

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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

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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.

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