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.
涵盖的内容
6个视频4个作业
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6个视频•总计48分钟
Introduction to Hannifin and Clarcor Merger Modeling•7分钟
Introduction to Hannifin and Clarcor Merger Modeling Continues•7分钟
Template and Sources Used for Valuation•9分钟
Calculation of Target Offer Value•8分钟
Calculation of Target Transaction Value•8分钟
Target Enterprise Value•8分钟
4个作业•总计60分钟
Foundations of the Merger Model•30分钟
Deal Overview & Context•10分钟
Valuation Framework Setup•10分钟
From Offer to Enterprise Value•10分钟
Deep Dive into Target Valuation
第 2 单元•小时 后完成
单元详情
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.
涵盖的内容
6个视频4个作业
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6个视频•总计46分钟
Target Enterprise Value Continues•8分钟
Target LTM period narration•7分钟
More on LTM period narration•7分钟
Target LTM financials•7分钟
Example of Target LTM financials•7分钟
Example of Target LTM financials Continues•10分钟
4个作业•总计60分钟
Deep Dive into Target Valuation•30分钟
Understanding Enterprise Value in Detail•10分钟
Building the LTM Narrative•10分钟
LTM Financials in Practice•10分钟
Financial Analysis & Balance Sheet Mechanics
第 3 单元•小时 后完成
单元详情
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.
涵盖的内容
6个视频4个作业
显示有关单元内容的信息
6个视频•总计52分钟
Target LFY Financials•7分钟
Multiples LFY Financials•8分钟
Acquiror Balance Sheet•12分钟
Clarcor Target Balance Sheet•7分钟
Reclassification of Target Balance Sheet•9分钟
Acquistion Adjustments•8分钟
4个作业•总计60分钟
Financial Analysis & Balance Sheet Mechanics•30分钟
LFY Financials & Multiples•10分钟
Understanding Balance Sheets•10分钟
Preparing for Adjustments•10分钟
Pro Forma Modeling & Final Integration
第 4 单元•小时 后完成
单元详情
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.
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