$525 – $600

Merger Modeling

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Location

The Marquee Group

56 Temperance Street

Suite 200

Toronto, ON M5H 3V5

Canada

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Refund Policy

Refund Policy

Refunds up to 7 days before event

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Event description

Description

This hands-on course focuses on the skills required to design and create a powerful model to analyze the impact of a merger or acquisition.Issues related to combining two companies will be reviewed and discussed. The course will be taught from the perspective of finance professionals who need to quickly assess the impact of a merger between publicly traded companies.

Topics Include
Review M&A Considerations

  • Discuss the rationale for merger models
  • Review the different approaches that companies use to complete an acquisition and the related tax implications
  • Discuss various other analyses to help assess the attractiveness of a transaction (i.e., Analysis at Various Prices, Contribution Analysis, Breakeven Analysis)


Build a Merger Model

  • Review the various assumptions required to prepare a merger model
  • Identify potential synergies and incorporate them into the model
  • Use various forms of consideration in an acquisition
  • Calculate the impact of mergers and acquisitions on a buyer’s financial statements
  • Calculate pro forma ownership positions based on various forms of consideration
  • Review and incorporate various checks to make sure the model is working properly
  • Incorporate powerful Excel tools to sensitize the outputs
  • Create summary analysis to synthesize and display important information
  • Transform a single merger model into a powerful tool that can quickly analyze the impact of a company making any one of a number of acquisitions


Incorporate Accretion/Dilution Analysis

  • Understand accretion and dilution concepts
  • Review the limitations of accretion / dilution calculations and incorporate post-transaction analyses to enhance the model’s ability to serve as a decision-making tool


Who Will Benefit
This seminar is designed for anyone who is involved in structuring M&A transactions and those who need to quickly assess deals that have been publicly announced in the capital markets (ie. equity research, buy side professionals).

Date & Time
Thursday, March 22, 2018
8:30 am to 5:00 pm
Lunch will be provided

Special Instructions

  • Attendees must bring their own laptop with access to Excel.
  • Attendees should have a solid grasp of basic accounting fundamentals and proficiency with Excel prior to attending.



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Date and Time

Location

The Marquee Group

56 Temperance Street

Suite 200

Toronto, ON M5H 3V5

Canada

View Map

Refund Policy

Refunds up to 7 days before event

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