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

M&A Analysis - PE Ratios

Notes
Questions

03:18

PE ratios helps to quickly screen if a deal could go ahead, without building a full M&A model.

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Glossary

M&A Analysis PE ratios

© 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

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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.

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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.
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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.