Originally published: 18/03/2025 16:01
Publication number: ELQ-52406-1

Merger (M&A) Financial Model

Step-by-step training model guiding you through on how to build a merger model from scratch.

by Investment Banking Coach
Financial Modelling Services

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Description
Key sections:

Inputs & Assumptions
- Transaction assumptions (purchase price, diluted shares outstanding, etc.)
- Sources & Uses (including transaction fees, target net debt, etc.)
- Goodwill
Consolidated Financial Statements
- Consolidated Income Statement (e.g. Consolidated revenue/COGS/opex, cost synergies, etc.)
- Consolidated Balance Sheet (i.e. Pro-Forma Balance Sheet, including adjustments)
- Consolidated Cashflow Statement (e.g. capex, dividends, etc.)
Supporting Schedules
- Depreciation
- Working capital
- Debt

Model tabs:

Summary tab – containing links and descriptions of all the steps needed to build the model from scratch
Inputs tabs – containing single and time-based inputs
Consolidated Financials tab – containing consolidated financial statements, including Pro-Forma adjustments
Acquirer & Target Financials tabs – containing individual company financials

Key takeaways:

This Best Practice includes
1 Excel File

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