Mergers and Acquisitions (M&A) Financial Excel Model
Originally published: 26/06/2018 08:52
Last version published: 17/05/2019 20:02
Publication number: ELQ-13880-7
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Mergers and Acquisitions (M&A) Financial Excel Model

A complete financial model for mergers and acquisitions (M&A). Includes DCF, accretion/dilution, sensitivity, much more.

A complete mergers and acquisitions M&A model that includes: (1) stand-alone target DCF model, (2) stand-alone acquirer DCF model, (3) pro forma model, (4) synergies, (5) accretion/dilution, (6) sensitivity analysis, (6) transaction structure, (7) form of consideration, (8) sources and uses of cash, (9) operating scenarios, and much more! This model was designed by professionals with first hand experience in investment banking, private equity, and corporate development, while working on large-scale M&A transactions.

What this model includes:
- Clean and efficient structure for an M&A model
- All drivers and assumptions required to for the M&A model
- All adjusting accounting entries for a post-transaction balance sheet
- Integration of acquirer and target models into one pro forma
- Accretion and dilution analysis of per share numbers
- Sensitivity analysis of main assumptions and share price

This model can be useful for beginners who are looking to teach themselves based on an example, and also for advanced users who are looking at add more dynamic calculations and enhanced functionality into their models.

To learn how to build this model from scratch, check out CFI's mergers and acquisitions modeling course:

This Best Practice includes
1 Excel Model

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Further information

This M&A model gives you a completed version of what an investment banking or corporate development analyst would build for evaluation mergers and acquisitions.

Advanced financial modeling experience

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