Financial Modeling for Merger Transactions

About this course

Analyze merger transactions, evaluate enterprise value, construct LTM financials, and build pro forma financial statements to assess acquisition impact. By completing this course, learners will develop practical skills in merger modeling, valuation techniques, and financial statement integration used in real-world investment banking and corporate finance. This course guides learners step-by-step through the full merger modeling process—from understanding deal structure and calculating offer and transaction values to analyzing target financials and applying valuation multiples. Learners will gain hands-on experience in preparing balance sheet adjustments, calculating goodwill, and building pro forma financial statements that reflect post-merger performance. What makes this course unique is its case-based approach, using a realistic merger scenario to bridge theory and application. Instead of isolated concepts, learners work through an end-to-end financial model, gaining job-ready skills applicable in M&A, equity research, and financial analysis roles. By the end, learners will confidently evaluate acquisition decisions and interpret their financial impact.