M&A Modeling
Learn M&A Modeling from an industry veteran. Understand the real-life decisions CEOs and shareholders face—far beyond simply punching numbers into a spreadsheet!
Terms & Conditions
Welcome to the Course!
Let's Learn About You! :)
Video Navigation Keyboard Shortcuts
Course Overview
M&A Basics
Types of M&A
Typical M&A Rationale
Burn it In! + Test Your Skills!
Course + Case Intro
M&A In Real Life
M&A Modeling Endgame + Pro Forma
M&A Filings
Burn it In! + Test Your Skills!
Intro: M&A Financials
AMD + Xilinx Financials
Time for Excel: Financials
Burn it In! + Test Your Skills!
Valuation: Price Per Share, Share Count Mechanics & Convertibles
Time for Excel: Diluted Shares
Valuation Mechanics
Time for Excel: Valuation Summary
Burn it In! + Test Your Skills!
M&A Consideration Mechanics
M&A S&U: Equity
M&A S&U: Debt, Fees & Cash Needed
Time for Excel: Sources & Uses
Burn it In! + Test Your Skills!
Goodwill Basics
Time for Excel: Pro Forma Balance Sheet
Quick Question
Time for Excel: PF Leverage + Valuation
Burn it In! + Test Your Skills!
Intro: Pro Synergies + Taxes
Synergy Fundamentals
Income Taxes
Burn it In! + Test Your Skills!
Accretion/Dilution Check-In
Simplifying Accretion/Dilution
Time for Excel: Accretion/Dilution
Advanced Topics
Burn it In! + Test Your Skills!
Stock Deals vs Asset Deals
Getting to Goodwill
Tax Dynamics
Time for Excel: PPA Impacts
Burn it In! + Test Your Skills!
Intro: GAAP EPS vs Cash EPS
Time for Excel: Intro: GAAP EPS vs Cash EPS
Burn It In!
Intro: Contribution Analysis
Time for Excel: Contribution Analysis
Contribution Analysis: AMD/Xilinx
Burn It In!
Intro: Calendarization
How to Calendarize
Time for Excel: Calendarization
Burn It In!
Wrap-Up
How are you feeling? - End of Course
Master the M&A modeling process with insights from an industry pro with IB, PE, and HF experience. Gain a deep understanding of the real-life context and decision-making involved in building models on the job.
Headache inducing walkthrough of merger model buildsthat has been the same since the late 1990's.
Learn to distill the entire merger model into a simple framework in under 10 minutes, enabling you to practically work through a full merger model in your head without Excel.
Focus on the full model build only with limited explanation of how to bridge from the big model to a simple model.
Master the M&A modeling process with insights from an industry pro with IB, PE, and HF experience. Gain a deep understanding of the real-life context and decision-making involved in building models on the job.
Headache inducing walkthrough of merger model buildsthat has been the same since the late 1990's.
Learn to distill the entire merger model into a simple framework in under 10 minutes, enabling you to practically work through a full merger model in your head without Excel.
Focus on the full model build only with limited explanation of how to bridge from the big model to a simple model.
We recommend that you have a basic understanding of Accounting Fundamentals, Excel, Financial Modeling and know how to Navigate Filings.
If you want to maximize your knowledge of M&A math, this course will definitely help. With that said, we strongly recommend students have a solid base of foundational concepts before diving in.
Unlike with other courses, you will not only build learn how to build Merger Models, but you'll also understand the real-life context surrounding a deal. Our founder, Mike Kimpel, who has been on both the Sell Side and Buy Side of M&A transactions, leads the course and can share an unmatched perspective that will bring clarity to the entire process from front to back.