Why take this course

We think that merger modeling has many applicable uses and can be used in a wide range of scenarios and analysis. Imagine you are an investor evaluating a publicly announced transaction between two firms. Perhaps you are working at a company on the corporate finance side and your firm is involved in a potential merger. You may be planning on entering the M&A advisory side. In any case, this is the course pack for you.

MERGER MODELING

MERGER MODELING
DESCRIPTION

A popular question from our participants after the financial modeling seminar is: "What skill comes next in terms of financial modeling after I have built a basic model?" We think that the next progressive step is to learn how to build a merger model. Sound difficult? This self-study will allow you to develop merger modeling skills in an intuitive and straight forward manner, through M&A theory and actual hands-on construction of a merger model from “scratch”. And no, you do not have to be an M&A banker to learn or utilize this course! If you are in any situation where you’d like to have the skills to model and analyze the impact of a deal, learning merger modeling is absolutely essential, and this course will give you those skills. This course is the self-study version of one of our most popular live training programs at the top investment banks, consulting firms, and other Fortune 500 companies, as well as the top MBA programs

KEY FEATURES

  • 270 pages of a step-by-step guide
  • Approximately 5 hours of online instruction
  • Estimated time to complete is 12-15 hours
  • 6 months free access to Online Companion
  • Optimized for PC Excel 2007 / 2010 / 2013 / 2016
  • Note: The Excel shortcuts in this course are not optimized for Mac Versions of Excel, but this will not detract substantially from the course experience

TOPICS COVERED

  • Overview of the merger process from the buyer's and seller's perspective
  • Purchase accounting and modeling write-up of assets
  • Accretion / dilution analysis modeling
  • Relative P/E analysis and other useful techniques
  • Advanced analysis such as exchange ratio analysis, contribution analysis and premium paid analysis
  • Deal mechanisms such as collar agreements and defense against hostile takeovers

PREREQUISITES

  • This course requires basic accounting knowledge. The Fundamentals of Financial Accounting & Analysis self-study fulfills this prerequisite
  • This course requires basic valuation knowledge
  • This course recommends, but does not require, basic Excel proficiency. We recommend taking the Excel Best Practices self-study to fulfill this requirement.

TESTIMONIALS

  • “Excellent course. It’s all based on real world application and not just theoretical. After going through the course, you will have the flexibility of building a bare bones model in 30 minutes or a much more elaborate model with additional add-ons that are company specific. Due to the strong foundation TTS develops, it’s easy to add additional complexity. I've used the concepts from the merger model to quickly evaluate M&A deal news released in morning to trade by the open. Also recommend the financial modeling course and the excel best practices”
  • “Kudos to TTS for a very efficient learning tool, from the incredible material for beginners and finance professionals alike, delivered in via a great interface. Each module is concise, enabling information download and the support material provided fosters a practical experience equivalent to being in an actual classroom.”