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M&A Modeling Course

Mergers & Acquisitions Modeling Course: Build M&A Models in Excel

★★★★★4.977950+ learners trained
Taught by Taught by Dheeraj Vaidya, CFA, FRM | Ex-J.P. Morgan & CLSA Equity Analyst | IIT, IIM Alumnus| 20+ years training experience | 100,000+ students trained

Build a complete M&A model from scratch step-by-step using a detailed case study. Learn valuation, synergies, accretion/dilution analysis, proforma financials, and deal recommendation methods used in investment banking.

Topics Covered:

M&A modeling, valuation, synergies, purchase accounting, proforma financials, accretion/dilution, sensitivity analysis, asset purchase, and more,

Relevant Career Paths:

Financial Analyst, Equity Research Analyst, Investment Banker, Private Equity Analyst, M&A Analyst, FP&A Analyst, and more,

What's included with enrollment:
  • 6+ Hours
  • Excel Templates
  • Certification
  • 1 Year Access
Learners from finance, consulting, technology, and Fortune 500 teams
PhD Candidate in Economics and Finance
★★★★★

“So far, I have enrolled for three financial courses and have been in the process of completing them. I appreciate the structure of them all-their division into smaller units with the possibility to evaluate the progresss after every single part.”

Małgorzata Mazurkiewicz (Poland)
Student testimonial avatar
★★★★★

“The learning experience was WOW ! no comment to making it better, you're the best at what you're doing !!! My hats off.”

Francisca Lakatani
Program Overview

Foundations First. Models Next. Deals Always.

The course begins with financial statements, valuation fundamentals, and the AlphaTech and Beta Electronics case study setup. You learn to calculate equity and enterprise value, gather deal financials, and frame transaction assumptions before touching the M&A model itself.

VALUATION FUNDAMENTALS
EXCEL M&A MODELING
CERTIFICATE OF COMPLETION
Included With Enrollment

Everything you need to model an M&A deal end to end.

These resources take you from concept to a finished deal model - case files, templates, and lifetime references analysts use on the job.

M&A Modeling Course

6+ Hours, 17 Modules Step-by-step video tutorials covering the full M&A modeling workflow.

Value $

Comprehensive M&A Case Studies

Learn from a detailed case study on AlphaTech and Beta Electronics. Also, examples like the Kraft Heinz merger can help develop a practical knowledge.

Value $

Downloadable Excel Templates

Build financial models with industry-standard M&A templates used by analysts.

Value $

Certificate of Completion

Earn a recognized certificate to demonstrate your M&A modeling skills for career growth.

Value $

One-Year Unlimited Access

Watch every module anytime, anywhere, on any device with one login.

Value $

Exclusive Email & Chat Support

Get your course-related queries resolved quickly by our support team.

Value $
Curriculum

Your step-by-step path to building a complete M&A model.

The curriculum follows the exact sequence an M&A analyst uses: gather data, value both companies, model the deal, and recommend the transaction.

4 phases 6+ hours 17 modules Real AlphaTech & Beta Electronics case study included
01 Foundations & Deal Setup Understanding M&A and gathering the data
IntroductionLIntroduction to M&A modeling, the Kraft Heinz merger, course structure, and case study template.
19 mins · 4 lessons
Case StudyWalk through AlphaTech, Beta Electronics, Acumen Advisor Investment, acquisition discussion, and transaction assumptions.
26 mins · 5 lessons
Data GatheringPull AlphaTech and Beta financials, calculate equity and enterprise values, sources and uses of funds, EPS and margins.
49 mins · 10 lessons
02 M&A Modeling Mechanics Synergies, purchase accounting, and proforma statements
SynergiesModel revenue synergies and cost synergies driving the deal economics.
7 mins · 2 lessons
Purchase Method of AccountingCover purchase accounting in four parts, deferred taxes, and creation of DTL.
1:02 hrs · 6 lessons
Proforma Balance SheetAGoodwill calculation, linking historicals, adjustments, and the final proforma balance sheet.
40 mins · 4 lessons
Proforma Income StatementLink historicals, apply adjustments, finalize the proforma income statement, and analyze results.
30 mins · 4 lessons
03 Deal Analysis & Recommendation Accretion/dilution, credit, sensitivity, and final cal
Accretion Dilution AnalysisDetermine whether EPS rises or falls after the transaction.
8 mins · 1 lesson
Breakeven SynergiesCalculate the synergies required for the deal to break even.
7 mins · 1 lesson
Maintaining Investment GradeUnderstand credit ratings, rating factors, borrowing cost, and how to keep investment-grade status post-deal.
30 mins · 4 lessons
Ownership AnalysisAnalyze the post-deal ownership structure of the combined entity.
8 mins · 1 lesson
Sensitivity AnalysisRun EPS sensitivity for Year 1 and Year 2 plus Debt to EBITDA sensitivity.
19 mins · 3 lessons
Deal RecommendationSynthesize all model outputs into a structured deal recommendation.
4 mins · 1 lesson
Recommendation SummarySummarize the recommendation in a client-ready format.
11 mins · 1 lesson
Modeling SummaryFinal wrap-up of the complete M&A modeling workflow.
18 mins · 1 lesson
04 Advanced M&A Structures Asset purchases and tax-driven deal structures
Asset PurchaseIntroduction to asset purchases, GAAP reporting, tax books, plus pros and cons.
22 mins · 4 lessons
Section 338 ElectionUnderstand the Section 338 election and when it applies in M&A transactions.
4 mins · 1 lesson
Phase 1 builds the financial foundation → Phase 2 constructs the core M&A model → Phase 3 analyzes the deal and recommends action → Phase 4 covers advanced structures, mirroring how a deal moves on a real M&A desk.
Sample Videos

Preview the learning experience before you enroll.

See exactly how the course blends M&A theory, real merger case studies, and hands-on Excel modeling.

M&A Modeling - Introduction

Kraft Heinz Merger

M&A Modeling - Course Structure

Section 338 Election

Course Director

Learn directly from a former J.P. Morgan and CLSA Equity Analyst.

Dheeraj Vaidya, CFA, FRM

Co-Founder & Course Director, WallStreetMojo · View LinkedIn profile →

EX-JPMORGANEX-CLSA AnalystCFAFRMIIT and IIM Alumnus20+YEARS OF EXPERIENCE100K+ STUDENTS TRAINED

Dheeraj Vaidya, CFA, FRM is the Co-Founder & Course Director of WallStreetMojo. With nearly two decades of experience as a former J.P. Morgan and CLSA Equity Analyst, he brings deep expertise in financial modeling, forecasting, and valuations. He built this Mergers and Acquisitions Modeling Course to give learners the same step-by-step deal modeling workflow he used on the desk. He has trained 100,000+ students and professionals across investment banking, private equity, accounting, and adjacent finance domains.

Career Outcomes

From reading deal headlines to building the deal model.

M&A workflows are getting faster and more analytical - knowing how to model synergies, accretion/dilution, and proforma financials is now table stakes for finance roles.

Career paths our students typically pursue
Financial Analyst26%
Equity Research Analyst24%
Investment Banker18%
Private Equity Analyst14%
Merger and Acquisition Analyst18%
Understanding and correlating financial statements
Financial modeling and analysis
Performing valuation of firms across the industry
Synergies and accretion/dilution analysis
Sensitivity analysis on EPS and Debt/EBITDA
Proficiency in Excel for M&A model building
Fit Check

Is this course right for you?

A quick self-check so you know exactly what this Mergers and Acquisitions Modeling Course is - and what it is not.

This course is built for:

Equity research analysts
Recent finance graduates
Financial planners
Business consultants and investment banking professionals

This course is NOT for:

×Learners with no basic understanding of financial statements or accounting
×Learners unfamiliar with Microsoft Excel or financial markets
×Anyone seeking a non-Excel, theory-only certification
LIMITED-TIME COurse OFFER

Ready to build your first complete M&A model?

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Why Choose This Course?

Real M&A workflows, real Excel models, no fluff.

A foundation-first approach that mirrors how analysts actually model deals - case study, synergies, proforma financials, and a final deal recommendation.

Case-Study DrivenExcel-First ModelingCareer-Aligned

Foundation-First Curriculum

Begin with financial statements and valuation fundamentals before touching the model - so every formula you build makes sense.

Real Case Study

Throughout The AlphaTech and Beta Electronics deal runs through every module, so you finish with a portfolio-ready M&A model, not just notes.

Industry-Standard Excel Templates

Downloadable templates mirror the formats used in investment banking -accretion/dilution, proforma BS and IS, sensitivity, and more.

Built by a Practitioner

Designed by a former J.P. Morgan and CLSA Equity Analyst with 20+ years of training experience and 100,000+ learners trained.

The simple promise

By the end of this Mergers and Acquisitions Modeling Course, you will think like an M&A analyst - gathering data, modeling synergies, running proforma financials, and confidently recommending whether a deal is worth doing.

Smarter Buy

Why pay more - in time or money - to learn M&A modeling the unstructured way?

Most learners weigh two paths before buying a structured M&A course: piecing it together free on YouTube and blogs, or buying separate finance courses across platforms. Neither gives you the AlphaTech case study, the Excel templates, and the guided deal-modeling sequence in one place.

Alternative A
YouTube + Free Online ResourcesFree self-study path for M&A modeling Descriptor: Free but unstructured - no sequenced curriculum, no AlphaTech case study, no Excel templates, no certificate, and no clear deal-recommendation workflow.
Freebut high time cost with no guided structure
Alternative A
Individual Course PurchasesBuying financial modeling, valuation, and M&A courses separately across platforms Descriptor.
₹41,000Per course - multiple purchases required
WallStreetMojo recommended choice
Mergers and Acquisitions Modeling CourseStructured M&A modeling path + AlphaTech case study + Excel templates + certificate, all in one place Price: ₹3,999 Label: complete course
₹3,999complete course
GUIDED CASE-STUDY SEQUENCE
INCLUDED EXCEL TEMPLATES
BUILT IN BEST VALUE vs BUYING SEPARATELY
Why it wins: One sequenced path from financial statements to deal recommendation, taught by a practitioner, with the case study, templates, and certificate course together.
₹4,000saved

Simple takeaway: Simple takeaway: One ₹3,999 course gives you a sequenced M&A modeling path, the AlphaTech/Beta Electronics case study, Excel templates, and a recognized certificate - better structure and lower total cost than stitching it together from free videos or separate paid courses.

Student Feedback

What learners say about WallStreetMojo training

★★★★★

“An excellent, hands-on M&A course that simplifies complex deal structures and financial modeling with real-world case studies. It covers everything from synergies to accretion/dilution analysis, making it a must for anyone serious”

Student testimonial photo of Priya
Nancy DavisMBA Finance Student
★★★★★

“The learning experience was WOW ! no comment to making it better , you're the best at what you're doing !!! My hats off.”

Student testimonial photo of Rahul
Francisca LakataniVerified Learner
★★★★★

“I am Yuanchen (Andrew) Bo, a student for your online class. Thank you so much for your insightful sharing on M&A and financial modelling, which benefits your fans a lot!”

Student testimonial photo of Megha
Yuanchen (Andrew) BoStudent
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From confusion to confidence in finance

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From exploring finance careers to gaining a strong understanding of the industry and its day-to-day roles.

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Making complex concepts simple to understand.

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Certification

Earn a WallStreetMojo certificate after course completion.

Add this Mergers and Acquisitions Modeling certificate to your LinkedIn, resume, and professional profile to evidence skills in M&A modeling, valuation, and accretion/dilution analysis.

Certificate on course completion
Designed for finance graduates, analysts, and career switchers into M&A
Demonstrates M&A modeling and financial analysis learning
Supports applications for M&A analyst, investment banking, and equity research roles
WallStreetMojo Certificate of Completion preview
FAQ

Frequently Asked Questions

Answers covering who the M&A Modeling Course is for, what topics it covers, the case studies used, and how the certificate works.

Who is the Mergers and Acquisitions Modeling Course designed for?

The Mergers and Acquisitions certificate programs online are designed for individuals who aspire to become M&A analysts or similar roles. It includes professionals working in private equity, investment banking, and any other corporate finance area that involves M&A deals. Additionally, aspiring investment bankers, finance graduates, students, and entrepreneurs can also enroll in this course.

What topics are covered in the Mergers and Acquisitions Modeling Course?

The Mergers and Acquisitions course outline provides a list of multiple topics entailing the concept of Mergers and Acquisitions modeling. It covers a brief introduction to the M&A concept, building an M&A model using company financials for future forecasts, synergies, and its breakdown. Discover the purchase method of accounting, proforma financials, accretion/dilution analysis, investment grade, and more.

Are there any case studies or real-world examples used in the course?

Undoubtedly, our M&A certificate programs do include case studies on various companies like AlphaTech. You learn to perform modeling from scratch using our Excel template. Later on, you can practice the same with other companies also. This case study also provides you with recent industry trends, possible mistakes by analysts, and how you, as a finance professional, can avoid them.

Will I receive a certificate upon completing the Mergers and Acquisitions Modeling Course?

Yes, we at WallStreetMojo offer a certificate upon completion of the M&A modeling Excel program. Once learners complete all modules and MCQ-related practical exercises; they become eligible for a final assessment test. Finally, when learners clear the final exam, they receive the certificate. It evidences their knowledge of the subject, which adds enough value to their resume.

How long does the Mergers and Acquisitions Modeling Course take to complete?

Although the course has a duration of 6+ hours, the time taken to complete the program, depends on the learner’s ability to grasp the content. Each module has a predefined time limit explaining each concept in detail and the benefit here is that you can access the content anytime. In short, you can learn at your own pace and understand each concept in detail.

Is the Mergers and Acquisitions Modeling Course available online or in-person?

The Mergers and Acquisitions certificate program is available in the online mode. In fact, it is as effective as any training program taken in person. You can view the content and related modules anytime and anywhere with a few simple clicks. Also, learners gain a more professional understanding of this subject and formal training on the same, given the expertise of a highly experienced instructor.

Do I need prior experience in finance to take this M&A course?

If you have prior experience or knowledge in finance, it is well and good. However, even if you do not have such experience in handling M&A dealings, there is nothing to worry . At WallStreetMojo, we offer courses that provide the basic foundation on how to model financials. Hence, prior experience is not mandatory for learners.

Will I learn how to build M&A models from scratch in this course?

Definitely, our Mergers and Acquisitions certificate programs will help you understand how to build M&A models from scratch. With our experienced instructors, learn to model the financials of target companies in a sophisticated way like never before. Throughout this journey, explore the popular industry tips and tricks that can help in modeling and making apt investment or M&A decisions.

How up-to-date is the content in the Mergers and Acquisitions Modeling Course?

We have a team of experts who research trends to improve the curriculum for learners who trust us with their knowledge requirements. The team ensures that the updated findings are incorporated into our course curriculum regularly. We also ensure that individuals who associate with us to learn M&A or any other course never feel outdated in terms of the knowledge they gain here.

What makes this M&A course different from other Mergers and Acquisitions courses?

Our courses are designed to cater to the needs of professionals wanting to make a career in investment banking or M&A. To fulfill these requirements, we provide the latest content that aligns with the industry standards and methodologies used while valuing Mergers and Acquisitions deals. Also, to further enhance the learning experience, there are multiple resources provided from our end to fill knowledge gaps.

Is there any post-course support available after completing the M&A modeling course?

Yes, we do provide support for all your queries and doubts related to the courses. As a trusted and beloved member of the WSM community, you can always contact us by writing to our support team at support@wallstreetmojo.com for any queries. Also, there are multiple blogs and courses made available for each topic, which you may refer to when required. Plus, you can dig deeper into this topic of mergers and acquisitions modeling by browsing through our related blogs on job description, lifestyle, salary, and more.

What software or tools are used in the Mergers and Acquisitions Modeling Course?

In the Mergers and Acquisitions modeling course online, Microsoft Excel is the most commonly used software or app. Since the entire modeling happens on the spreadsheet, Excel is a perfect option for this course. It also utilizes major functions, themes, and formulas to make the M&A model more presentable and crisp, making it easily interpretable for stakeholders.

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Foundations First. Models Next. Deals Always.

From financial statements to a complete proforma model and a deal recommendation - the full M&A modeling workflow in one structured, case-study-driven course.

Mergers and Acquisitions Modeling Course
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