M&A Analysis Fundamentals

  • Description
  • Learning objectives
  • Key topics
  • Description
  • This course covers the basic steps of analyzing an acquisition - covering the impact of a deal on the financial statements with a particular focus on EPS, PE and contribution analysis. By the end of the course, you will build an accretion / dilution model using EPS forecasts and acquisition assumptions, proforma leverage ratios and a proforma balance sheet. 

    6.5 hours of video content.
    Estimated 13 hours to complete.

  • Learning objectives
    • Build a detailed Sources & Uses table, including impact of dilutive instruments in the target, operating cash requirement, and equity issuance, debt issuance and advisory fees
    • How to consolidate the two balance sheets at deal dates, including the impact of fees, asset step-ups and related deferred tax liabilities, and related Goodwill adjustments
    • How to build a fully integrated three-statement model including funding, synergy and tax implications
    • How to generate a variety of outputs to analyse the deal including: EPS accretion / dilution, ROIC, premium vs. synergy analysis, analysis at various prices (AVP), and contribution analysis
  • Key topics
  • Complete topics step by step or jump to any of the below at any time.

    • Big picture: what is the transaction impact on acquirer and target shareholders?
    • Preparing key acquisition data
    • Building a flexible funding structure
    • Modeling acquisition adjustments
    • Calculating the accretion / dilution effects of the deal
    • Calculating and understanding contribution analysis
    • Ownership issues
    • Income statement contribution
    • Credit issues and leverage ratios
    • The strategic implication of different financing alternatives
    • Synergies and synergies needed to break even
    • Proforma balance sheet
    • Sensitivity and scenario analysis

    Regular price $114.00 USD
    Regular price Sale price $114.00 USD
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    • Pre-requisites

      This course is open to all. To maximize the benefit of this course we recommend an understanding of Microsoft Excel.

    • Technical Requirements

      You will need an Internet connected device to access the videos and download supporting resources. Supporting resources can be used offline, which require Microsoft Excel 2003 or later and a PDF reader.

    • Comprehensive Resources

      Bite-size trainer led HD videos detailing step by step techniques and best practices. Download the slides and files as used in the videos, which can be completed while watching or saved for later. Open forum for quick problem solving.

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    Frequently Asked Questions

    How do I access the eLearning content?

    Once you have purchased our eLearning course, you will receive an order confirmation to access your course. You can also access using the 'My Courses' tab.

    What are the tech requirements?

    You can access your course either on desktop, tablet or mobile.

    You will also need access to a PDF reader in order to download and read the course notes.

    You will need a spreadsheet application to complete the practical exercises.

    How long will I have access?

    You will have access for 12 months from date of purchase

    Will I receive a certificate?

    Absolutely! All our eLearning comes with a digital certificate that can be added to your social media profiles, including LinkedIn!

    Can I learn through the AMT App?

    Yes! Complimentary app access is granted through your eLearning course.

    I have questions about the content

    Feel free to drop us an email at info@amttraining.com with any questions you have and we will have one of our experts respond

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