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Mergers & Acquisitions (M&A) Financial Model (Excel XLSX)

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HIGHLIGHTS

Author: Profit Vision TOP AUTHOR [?]

Immediate, digital download

File Type: Excel workbook (XLSX)

DOCUMENT DESCRIPTION

This product (Mergers & Acquisitions [M&A] Financial Model) is an Excel workbook (XLSX), which you can download immediately upon purchase.

General Overview

Advanced Financial Model presenting a potential Merger & Acquisition (M&A) transaction between two companies.
The model is user friendly in many respects including the simple structure of the standalone models and the manner in which the transaction assumptions feed to the sources and uses of funds and then to the pro-forma balance sheet.
The model includes M&A drivers and assumptions, two different standalone 3 statement models, a consolidated pro-forma model, DCF valuation and sensitivity analysis, transaction closing calculations and closing balance sheet with adjustments and accretion/dilution per share analysis.

General Note

The template includes Input Tabs (gold color) and Output Tabs (dark blue color)
Formulas are in black, hard coded numbers in blue and links from other worksheets in green.
User needs to update only the blue colored hard coded numbers
As a general rule, try to avoid changing the formulas in the cells in the output tabs. Please contact us if you need assistance on the functionality of the template

Input – Output Data

User Needs to fill in the following:
-General Deal & Scenario Assumptions in the Input Tab
-Key Performance Metrics & Drivers in the Target Model & Buyer Model Tabs
-Historical Data for the first 5 – years in the Target Model & Buyer Model Tabs
-Key Performance Metrics & Drivers in the Pro Forma Model Tab
-Valuation Assumptions in the DCF Models Tab
-Fair Value Adjustments in the Close Tab

The inputs produce the following:
-3 Statement Financial Model for the Target Company (including supporting schedules)
-3 Statement Financial Model for the Buyer Company (including supporting schedules)
-Consolidated Pro Forma 3 Statement Financial Model (including supporting schedules)
-Pro Forma, Buyer & Target DCF Valuation Models including Charts 7 Sensitivity Analysis
-Transaction closing calculations and closing balance sheet with adjustments
-Accretion / Dilution Analysis per share

Got a question about the product? Email us at [email protected] or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in M&A (Mergers & Acquisitions), Valuation Model Example Excel: Mergers & Acquisitions (M&A) Financial Model Excel (XLSX) Spreadsheet, Profit Vision

ABOUT THE AUTHOR: PROFIT VISION

Profit Vision provides Consulting & Outsourced Financial Services as well as Financial Planning & Performance analysis to small and mid-size businesses by implementing efficient and effective tools to assist them with start-up business plans or improve their ongoing operations. [read more]

Profit Vision has published 151 additional documents on Flevy.

Want to become an expert on Post-merger Integration (PMI)? Take a look at the Post-merger Integration (PMI) Stream, our most holistic collection of Post-merger Integration (PMI) frameworks. Full details here.

DETAILS

This business document is categorized under the function(s): Corporate Finance

It applies to Private Equity

File Type: Excel (xlsx)

File Size: 181.5 KB

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Apr 21, 2021
Most recent version published: Apr 22, 2021

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