Description
The M&A challenge simulates a real-world acquisition scenario involving the aerospace and defense sector. Through eight structured modules, participants are guided step-by-step to analyze a strategic acquisition, forecast financials, assess valuation, build a financing structure, calculate accretion/dilution, and identify qualitative risks. The course integrates live data, professional modeling templates, and a focus on strategic thinking to ensure analysts can deliver actionable insights aligned with investment-grade constraints and shareholder value creation. The solution we are giving you is at May 16 2025. Your numbers will look a bit different if you are using live financial data, but your overall conclusion and analysis should be the same.
Learning Objectives
- Construct a full M&A model using a structured Excel template and real-world data sources.
- Analyze acquisition valuation including premium, equity value, and net debt adjustments.
- Determine optimal financing structures while maintaining credit rating requirements.
- Calculate and interpret EPS accretion/dilution and its impact on shareholder value.
- Identify and articulate key qualitative risks impacting the M&A deal.