Analyze merger transactions, evaluate enterprise value, construct LTM financials, and build pro forma financial statements to assess acquisition impact. By completing this course, learners will develop practical skills in merger modeling, valuation techniques, and financial statement integration used in real-world investment banking and corporate finance.
This course guides learners step-by-step through the full merger modeling process—from understanding deal structure and calculating offer and transaction values to analyzing target financials and applying valuation multiples. Learners will gain hands-on experience in preparing balance sheet adjustments, calculating goodwill, and building pro forma financial statements that reflect post-merger performance.
What makes this course unique is its case-based approach, using a realistic merger scenario to bridge theory and application. Instead of isolated concepts, learners work through an end-to-end financial model, gaining job-ready skills applicable in M&A, equity research, and financial analysis roles. By the end, learners will confidently evaluate acquisition decisions and interpret their financial impact.
This module introduces the core concepts of merger modeling, focusing on understanding deal structure, valuation setup, and the transition from offer value to enterprise value. Learners build a strong conceptual foundation required for financial analysis in mergers and acquisitions.
Das ist alles enthalten
6 Videos4 Aufgaben
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6 Videos•Insgesamt 48 Minuten
Introduction to Hannifin and Clarcor Merger Modeling•7 Minuten
Introduction to Hannifin and Clarcor Merger Modeling Continues•7 Minuten
Template and Sources Used for Valuation•9 Minuten
Calculation of Target Offer Value•8 Minuten
Calculation of Target Transaction Value•8 Minuten
Target Enterprise Value•8 Minuten
4 Aufgaben•Insgesamt 60 Minuten
Foundations of the Merger Model•30 Minuten
Deal Overview & Context•10 Minuten
Valuation Framework Setup•10 Minuten
From Offer to Enterprise Value•10 Minuten
Deep Dive into Target Valuation
Modul 2•2 Stunden abzuschließen
Moduldetails
This module explores advanced valuation techniques, including enterprise value analysis and the construction of Last Twelve Months (LTM) financials. Learners develop the ability to interpret recent financial performance and apply it in valuation models.
Das ist alles enthalten
6 Videos4 Aufgaben
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6 Videos•Insgesamt 46 Minuten
Target Enterprise Value Continues•8 Minuten
Target LTM period narration•7 Minuten
More on LTM period narration•7 Minuten
Target LTM financials•7 Minuten
Example of Target LTM financials•7 Minuten
Example of Target LTM financials Continues•10 Minuten
4 Aufgaben•Insgesamt 60 Minuten
Deep Dive into Target Valuation•30 Minuten
Understanding Enterprise Value in Detail•10 Minuten
Building the LTM Narrative•10 Minuten
LTM Financials in Practice•10 Minuten
Financial Analysis & Balance Sheet Mechanics
Modul 3•2 Stunden abzuschließen
Moduldetails
This module focuses on analyzing historical financials, applying valuation multiples, and preparing balance sheets for merger adjustments. Learners gain practical skills in financial statement interpretation and acquisition accounting.
Das ist alles enthalten
6 Videos4 Aufgaben
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6 Videos•Insgesamt 52 Minuten
Target LFY Financials•7 Minuten
Multiples LFY Financials•8 Minuten
Acquiror Balance Sheet•12 Minuten
Clarcor Target Balance Sheet•7 Minuten
Reclassification of Target Balance Sheet•9 Minuten
This module integrates all concepts into pro forma financial modeling, enabling learners to build combined financial statements and evaluate the financial impact of mergers. It emphasizes synergies, adjustments, and final performance assessment.
Das ist alles enthalten
5 Videos3 Aufgaben
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5 Videos•Insgesamt 41 Minuten
Acquiror Pro Forma Balance Sheet•8 Minuten
Acquiror Income Statement•7 Minuten
Target FY Income Statement•5 Minuten
Target LTM Income Statement•8 Minuten
More on Acquiror Pro Forma Income Statement•12 Minuten
3 Aufgaben•Insgesamt 50 Minuten
Pro Forma Modeling & Final Integration•30 Minuten
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