Company Valuation Modelling

  • 1 day in person
  • 2 half days online

During this interactive course delegates will learn to build a comprehensive, three-statement merger model.

All of the key assumptions required and outputs of such an analysis will be explored, with an emphasis on the impact on the financials of the buyer in a strategic acquisition.

Course Overview

What to Expect

Participants will be taught how to consider the most important impacts of the M&A transaction from the acquirer’s shareholders’ point of view, building a combination model, and performing multiple analyses such as accretion / (dilution), synergies vs premium, credit. Participants learn a consistent framework to analyse potential M&A transactions.

Key sessions during the course:

  • Learn how to structure an M&A model in the most efficient way
  • Set up all the assumptions and drivers required to build out the M&A model
  • Calculate all the necessary adjusting entries required to create a post-transaction balance sheet
  • Integrate the acquirer and the target into a pro forma model
  • Calculate the accretion or dilution of key per share metrics post-transaction
  • Perform sensitivity analysis on key assumptions and assess the overall impact of the transaction
Suitable for

Who is this course suitable for?

  • Financial analysts
  • Private equity professionals
  • Corporate finance professionals
Learning Outcomes

What are the learning outcomes?

  • Identify key considerations for the buyer and seller 
  • Ability to develop an M&A model from scratch 
  • Build a short-form merger model focused on EPS accretion dilution, and return on investment 
  • Build an expanded short-form merger model which adds a combined balance sheet for credit analysis 
Pop-up course

Upcoming courses

We occasionally run pop-up courses that individuals can enrol on.

Price per person: £1200 + VAT

To register your details to be notified of the next availability please fill out the Register Your Interest form below.

Course Introduction

Head trainer Rui Sobreiros talks through the course

Not sure which course is right for you?

Book a call with our Head of Learning today to discuss your team's needs.

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Please get in touch with either of our regional offices.
Chris Aldred

+44 207 562 0433

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Jun Tao

+44 207 562 0428

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Michael Jarman

+1 647 243 8016

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Operis Europe

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Operis North America

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Chris Aldred

+44 207 562 0433

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