Financial Modelling for M&A

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Overview

FTS Eligible - Financial Training Scheme for Singaporean citizens and PRs only (more information)

Course Overview

This hands-on course offers practical instruction on how to model economic, financial and strategic issues associated with M&A. The course covers alternative methods for evaluating the financial and economic effects of models including discounted cash flow, earnings, cash flow and economic models, while addressing programming and model structuring subjects. Case studies illustrate the practical issues associated with M&A modelling.

By the end of the course, you will be able to construct an integrated model from the ground that includes sources and uses of funds, pro-forma financial statements, acquisition premiums, cash flow waterfalls, synergies and effective presentation of the merger analysis.

Summary of course content

  • Advanced DCF models for M&A that include complex terminal valuation techniques and flexible transaction timing
  • Modelling of alternative transaction structures with pro-forma balance sheet, taxes and calculation of accretion and dilution
  • Evaluation of transaction multiples through evaluating growth, return on investment, and transition periods
  • Converting corporate models into acquisition models with different timing and synergy assumptions
  • Constructing and analysing LBO models with complex debt structuring and cash flow waterfalls

Methodology

Case studies, hands-on analysis and template models are used in the programme. The Course Director will help the delegates to build their own financial model from a blank spreadsheet, incorporating sophisticated M&A concepts.

Take-away

Delegates will receive a comprehensive suite of financial modelling software on CD that includes various template models and add-ins. The software consists of corporate, M&A, project finance and LBO models.

Computer-based exercises

All delegates should bring a laptop loaded with Microsoft Excel® 2010 or later to facilitate in-class studies and exercises.

FTS Eligible

This programme is approved for listing on the Financial Training Scheme (FTS) Programme Directory and is eligible for FTS claims subject to all eligibility criteria being met.

Please note that in no way does this represent an endorsement of the quality of the training provider and programme. Participants are advised to assess the suitability of the programme and its relevance to participants’ business activities or job roles.

The FTS is available to eligible entities, at a 50% funding level of programme fees, subject to a cap of $2,000/participant/programme and all eligibility criteria being met. FTS claims may only be made for programmes listed on the FTS Programme Directory with specified validity period. Please refer to www.ibf.org.sg for more information.

Who should attend

  • M&A specialists
  • Corporate financiers
  • Financial analysts
  • Investment bankers
  • Securities analysts
  • Accountants involved in structuring M&A deals
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    Why us


    We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

    We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

    • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
    • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
    • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
    • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
    • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product