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 Paris

Available Dates

Custom Date Selection

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Objectives and Target Group

Course Content