Short-Form M&A Modeling
Learn M&A theory and then build a short-form M&A model, with an emphasis on accretion-dilution
Overview
Participants will construct a streamlined M&A model while diving into the core principles of deal analysis. The session highlights critical drivers such as accretion/dilution impact and assessing deal feasibility through ability-to-pay metrics.
- Key assumptions and drivers needed to build a short-form M&A model
- Building a flexible sources and uses of funds table
- Stock vs. cash financing
- Relative P/E’s: acquirer P/E vs. debt P/E vs. acquisition P/E
- Earnings accretion/dilution analysis
- Sensitivity analysis
- Synergies-to-break-even analysis
- Analysis at various prices
- Ability to pay analysis