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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  • Rohan Hardie(last updated: 10/02/2021 09:36)
  • Alisia Fabry(last updated: 03/02/2020 03:30)
  • Desiree Howells(last updated: 30/06/2018 20:02)
  • 李刚(last updated: 28/06/2018 11:41)
  • Tom Samuel MBA, SA Fin.(last updated: 27/06/2018 04:25)
    Samuel & Sonz
    Excellent tool and simple enough to navigate and understand

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Discussion feed for Mergers And Acquisitions (M&A) Financial Excel Model

The user community and author are here to help. Go ahead!

  • Marry müller
    Can I have this module for free, I m a student and I don't have that much cash to buy it please!!
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  • Essa Albalushi
    can i use 3 years of historical results instead of 5 years as it is the case in the mode? what changes i need to make in the model to limit it to 3 historical results? thanks
    -1arrow_drop_uparrow_drop_downReply reply
    • Ravish Mittal
      What is best possible discount available on M&A excel model in times of COVID crisis when cash flows have drained out.
      -1arrow_drop_uparrow_drop_downReply reply

    4.2 / 5 (5 votes)

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