Overview
- Clean and efficient structure for an M&A model
- All drivers and assumptions required for the M&A model
- All adjusting accounting entries for a post-transaction balance sheet
- Integration of acquirer and target models into one pro forma
- Accretion and dilution analysis of per share numbers
- Sensitivity analysis of main assumptions and share price

How to Use the Merger Model Template
In order to effectively use this merger model template, you may want to spend some time auditing the formulas and functions to see how all the numbers connect. You can reverse engineer the model by working backward through all the calculations and trying to build sections on your own. Broadly speaking, the steps to build this model are:- Building the target and acquirer stand-alone models
- Re-mapping the models so they are identical and add together
- Setting out the transactions assumptions
- Developing operating scenarios
- Building a "Closing" Balance Sheet with all the adjustments for the transaction
- Combining the target and acquirer into a pro forma merger model
- Performing accretion and dilution analysis (of key per share metrics such as EPS)
- Sensitivity analysis
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Good m&a model, it’s easy to follow and understand how it works compared to most