Module 1: Introduction to M&A and Deal Lifecycle

This module introduces the fundamentals of M&A, including strategic rationales, types of buyers (strategic vs. financial), and the full transaction lifecycle.

Key topics:

Overview of M&A activity in global markets
Deal structuring: Asset vs. share purchase
The 10-step M&A process
Regulatory and legal frameworks
Role of corporate restructuring in M&A

Module 2: Assumptions, Valuation Techniques & Synergies

Learn to define transaction assumptions and perform valuation using DCF, precedent transactions, and comparables. Explore synergy modeling in-depth.

Key topics:

Building key assumptions: Purchase price, debt, and equity mix
Valuation methodologies in M&A
Synergies: Revenue enhancement, cost reduction, and integration risks
Adjusting for control premiums and minority discounts
Transaction cost forecasting

Module 3: Acquisition Modeling Foundations

This hands-on module begins the acquisition model buildout using Excel. Participants will create dynamic models based on real-world assumptions.

Key topics:

Sources and uses of funds
Purchase price allocation and goodwill calculation
Debt schedules and interest expense modeling
Stub periods and closing date adjustments
Pro forma capitalization structure

Module 4: Financial Statement Integration and Pro Forma Modeling

Master the integration of target and acquirer financials and generate the post-transaction pro forma statements.

Key topics:

Linking income statements, balance sheets, and cash flow statements
Pro forma financial statements post-acquisition
Intercompany eliminations and adjustments
Depreciation, amortization, and deferred tax integration
Forecasting financials under deal assumptions

Module 5: Accretion/Dilution Analysis and Deal Impact

Participants will assess the impact of the M&A deal on shareholder value by calculating accretion/dilution and evaluating per-share metrics.

Key topics:

EPS accretion/dilution calculation
Book value and ROIC analysis
Impact of goodwill amortization on net income
Non-GAAP adjustments and normalized earnings
Implied share price and market reaction forecasting

Module 6: Sensitivity, Scenario, and Break-even Analysis

Understand the power of scenario testing to assess risk, upside, and downside outcomes under varying deal conditions.

Key topics:

Building sensitivity tables for key drivers (e.g., synergies, financing)
Creating multi-scenario models (base, best, worst)
Break-even analysis on cost of capital and deal pricing
Risk-adjusted valuation models

Module 7: Case Study – TechCo Acquires MarketEdge

Apply all your knowledge in a complete case study simulation. Learners build a full M&A model from scratch, analyze synergies, and evaluate strategic fit.

Key deliverables:

Complete Excel-based M&A model (blank and completed versions provided)
Step-by-step walkthrough of deal structuring and integration
Presentation of acquisition rationale to a simulated investment committee
Post-deal financial and strategic assessment

Module 8: Best Practices, Red Flags, and Final Assessment

Wrap up the course with a comprehensive review of modeling best practices, warning signs in deals, and professional tips from industry veterans.

Key topics:

Red flags in acquisition modeling
Integration challenges and hidden costs
Real-life examples of failed and successful deals
Review quiz and final modeling project
Certificate of completion upon successful assessment

Mergers and Acquisitions Financial Analysis Course in Cairo

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Custom Date Selection

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