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

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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.