M&A Modeling
Course

M&A Modeling

Wall Street Prep
Updated Feb 28, 2019

Course Overview

In this course, you will learn how investment banking and corporate finance professionals model mergers and acquisitions. We’ll start with a review of the current M&A landscape, and key M&A concepts like accretion / dilution, pricing structures (exchange ratios/collars/”walk-away” rights), acquisition accounting, and the step-by-step allocation of purchase price. We will then transition to the role of the investment banker in M&A. First by looking at real pitchbooks, OMs, and fairness opinions, and then, using Apple and Disney as our case studies, you will build a pull-no-punches M&A model that analyzes such a merger, correctly incorporating pro forma balance sheet and income statement adjustments.

Instructor - Matan Feldman