Mergers and Acquisitions (M&A) Modeling in Excel: Model Setup and Transaction Adjustments by Corporate Finance Institute

Mergers and acquisitions (M&A) are among the most complex transactions in finance, and building a reliable M&A model is a critical skill for many finance professionals. This course walks you through the foundational steps to building an M&A model in Excel, from structuring the workbook efficiently to setting up the assumptions, drivers, and transaction adjustments needed to reflect the true economics of a deal. By the end of this course, you will have built the structural foundation of a working M&A model and produced a post-transaction pro forma balance sheet.

Learning objectives
Structure a M&A model efficiently and set up all key assumptions and drivers.
Calculate purchase price adjustments and goodwill to reflect deal economics.
Create a post-transaction pro forma balance sheet using the correct deal and accounting adjustments.