Instructor-led program (virtual)

M&A modeling and analysis program

The failure rate of M&A transactions is remarkably high, a topic we extensively researched and documented during our tenure as equity analysts. We're bringing this knowledge to bear in our comprehensive program. Immerse yourself in a one-day course that unravels the intricacies of M&A deals.

You'll acquire proficiency in EPS accretion-dilution analysis, the building of pro forma balance sheets, iROIC and synergies related to transactions, and price uplift analysis. Arm yourself to expertly evaluate and enhance M&A deals, increasing your confidence in such ventures.
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M&A modeling and analysis program dates

Achieve your goals

Model like a top-ranked pro

In our M&A program, we conduct a comprehensive analysis, beginning with a pro forma post-transaction balance sheet build. This process entails developing a hypothetical balance sheet reflecting the combined entities' financial state after the transaction. From this, we conduct an EPS accretion/dilution analysis to assess whether the merger or acquisition will increase (accretion) or decrease (dilution) the post-transaction EPS. In tandem with these, we study the potential synergies the deal can bring about and nil dilution requirements. The iROIC analysis then steps in, allowing us to zero in on the value creation or destruction resulting from the transaction. By comparing the iROIC with the company's weighted average cost of capital, we can evaluate whether the M&A deal will add value to the company.

Good models do clever.
Great models do clever, with ease

The program emphasizes the importance of designing and structuring financial models for clarity, transparency, and ease of use. Participants will learn best practices for organizing worksheets, naming conventions, and cell referencing, ensuring the models are logical, scalable, and user-friendly.

Stress testing the deal and focusing on returns

Focusing on incremental returns feeding into value creation or destruction analysis is key to building a robust M&A thesis because it provides a more granular and dynamic view of the potential deal's economic ramifications. Incremental returns, representing the marginal profit or loss resulting from the acquisition, can illuminate how the deal may influence the buyer's risk and return profile over time. They help evaluate whether the purchase price justifies the future revenue or cost savings increase, thereby assessing the deal's value-creation potential.

On the other hand, if incremental returns are negative or diminishing, this could signal value destruction, necessitating a reconsideration or restructuring of the deal. This iterative, returns-focused approach fosters a comprehensive understanding of the potential impacts of an M&A transaction, thereby fortifying the investment thesis and aiding in decision-making.

Benefit from first-hand experience

Through firsthand experience as LBO co-investors, we have gained intimate knowledge of the entire LBO process, from due diligence to exit planning. We learn to handle operational, financial, and strategic intricacies, maximize efficiencies, optimize capital structures, and manage risk for superior returns. This practical exposure allows us to offer comprehensive, seasoned insights into the inner workings of LBOs, greatly enriching our advice to clients and stakeholders.

Who should attend?

The Analyst Modeling Program is ideal for individuals aspiring to pursue careers as

  • investment analysts,
  • credit analysts,
  • portfolio managers,
  • M&A bankers,
  • private equity professionals
  • or related roles within the finance and investment management industry.

It is suitable for recent graduates, early-career professionals, or those seeking to transition into investment-related fields

A good understanding of accounting principles is a prerequisite for this program. Participants should possess basic knowledge of financial statements, including income statements, balance sheets, and cash flow statements. This prerequisite ensures participants can fully engage with the modeling concepts covered in the program.

You are in good hands

I can honestly say, this class, is the best class I've taken in my investment career..

US- based portfolio manager

Their initiatives around education are without peer - a really exceptional effort

EMEA-based portfolio manager

The quality of the training, their style and
approach to the task at hand are one of kind and
their modelling skills are second to none! 

US-based Buy-side analyst

His patience, knowledge and ability to make complicated things seem simple are unmatched

European Sell-side analyst