Mergers and acquisitions


Mergers & Acquisitions occur when one company acquires another, to form a larger entity. In this course you will learn how to build a financial model in Excel for the proposed merger of two fictional US clothing retailers. Once complete, you will know how to structure a merger model in Excel and how to evaluate the key drivers of value in any merger or acquisition.  Created & customized for Chartered Accountants Ireland by

Venue details:  
Online EU, ,
Start date & time:  
03 December 2018 00:00
End date & time:  
01 January 2022 00:00
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
3.00 Training Tickets accepted
CPD hours:  
Speaker details
No speakers have been associated with this event.


Product type:  
CPD online course
Technology and data

Who Should Attend?

This course is suitable for advanced learners who are very familiar with writing formulas and performing analysis in Microsoft Excel. It is best suited to accountants, management consultants, analysts and other business professionals.

Course Overview

This Kubicle course contains 14 lessons, 3 exercises and 1 Exam. It covers the following topics:

  • How and why mergers occur
  • Breaking down the merger process
  • Modelling accretion & dilution
  • Financing options in a merger
  • Valuing the seller
  • Valuing the buyer
  • Structuring the merger model in Excel
  • Creating a sources & uses schedules
  • Estimating synergies
  • Combining the income statements
  • Estimating EPS accretion / dilution
  • Valuing the merged company

Key Outcomes

Once you have completed this course you will know the reasons why companies undertake mergers and acquisitions. You will know how to structure these models in Excel and how to account for accretion / dilution. Lastly, you will know how to estimate any synergies associated with the transaction, which are critical to successful merger.