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HIGHLIGHTS
DOCUMENT DESCRIPTION
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.
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Our range of services include Financial & Operational Analysis, Business Planning, Budgeting & Forecasting, Cash Flow Planning, M&A/LBO Modeling, Business Valuations and more.
We also offer a collection of ready-to-use financial templates covering a variety of industries (Real Estate, Hospitality, Manufacturing, Energy, Food & Beverages, Retail, Healthcare, etc.), as well as tailor-made financial modeling services adjusted to customers' business requirements providing flexible solutions in building a bespoke forecast for their business.
Profit Vision has published 151 additional documents on Flevy.
DETAILS
This business document is categorized under the function(s): Corporate Finance
It applies to Private Equity
File Size: 181.5 KB
Related Topic(s): M&A (Mergers & Acquisitions) Valuation Model Example
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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