Is the training Qualiopi certified?

Yes, Learni is a Qualiopi-certified training organization. This certification guarantees the quality of our courses and enables funding through OPCO and other mechanisms.

How can I fund my training?

Our courses are eligible for OPCO funding. Learni supports you through the funding process. A personalized quote is available upon request.

What are the prerequisites for this training?

The prerequisites for the Training M&A Modeling - Mastering Mergers & Acquisitions Valuations training are: Advanced Excel proficiency, DCF/LBO modeling, analytical and financial accounting. A preliminary interview validates your eligibility.

Is the training available in person?

Yes, the Training M&A Modeling - Mastering Mergers & Acquisitions Valuations training is available in in-person. The format can be adapted to your needs (inter, intra, custom).

Training M&A Modeling - Mastering Mergers & Acqu... | Learni

The story of Learni

Founded by passionate advocates of learning and innovation, Learni set out to make professional training accessible to everyone, everywhere in the world. Our team works in the largest cities such as Paris, Lyon, Marseille, and internationally, to support talents and organizations in their skills development.

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Methods, approaches, and teaching resources

The Training M&A Modeling - Mastering Mergers & Acquisitions Valuations training is delivered in-person or remotely (blended-learning, e-learning, virtual classroom, remote in-person). At Learni, a Qualiopi-certified training organization, each program is designed to maximize skills acquisition, regardless of the training mode chosen.

The trainer alternates between demonstrative, interrogative, and active methods (through practical exercises and/or real-world scenarios). This pedagogical approach ensures concrete and directly applicable learning in the workplace.

Teaching resources provided

To ensure the quality of the Training M&A Modeling - Mastering Mergers & Acquisitions Valuations training, Learni provides the following teaching resources:

Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, video projector or interactive touchscreen (for remote sessions)
Training environments installed on workstations or accessible online
Course materials, practical exercises, and supplementary resources
Post-training access to materials and teaching resources

For in-house training at a location external to Learni, the client ensures and commits to having all necessary teaching materials (IT equipment, internet connection...) for the proper conduct of the training action in accordance with the prerequisites indicated in the communicated training program.

* contact us for remote feasibility** ratio varies depending on the training followed

Assessment methods

The assessment of skills acquired during the Training M&A Modeling - Mastering Mergers & Acquisitions Valuations training is carried out through:

During training: case studies, practical exercises, and professional scenarios
At the end of training: self-assessment questionnaire and skills evaluation by the trainer
After training: training completion certificate detailing acquired skills

Training accessibility

Learni is committed to the accessibility of its professional training programs. All our training programs are accessible to people with disabilities. Our teams are available to adapt teaching methods to your specific needs. Do not hesitate to contact us for any accommodation request.

Training objectives

Master advanced M&A modeling techniques for professional transactions

Develop pro forma models integrating synergies and EPS dilution

Design sensitivity analyses and multiple scenarios in a business context

Implement sources/uses of funds for complex financings

Optimize certified M&A valuations using Excel VBA tools

Deploy modeling skills for audits and due diligence

Training program

Module 1M&A Pro Forma Accounts: Integrating Balance Sheets and Income Statements (Advanced Excel, Synergies)

Detailed construction of pro forma financial statements by merging balance sheets and income statements of target and acquirer entities, precise calculation of operational synergies and restructuring costs, practical exercises on real European deals, identification of goodwill and minority interest adjustments, production of an Excel model ready for EPS analysis with cross-validation by the trainer.

Module 2M&A Accretion/Dilution: Modeling EPS and P/E Impacts (Dynamic Formulas, Charts)

In-depth analysis of accretive or dilutive effects on post-transaction EPS via multi-criteria modeling, integration of mixed debt/equity financing scenarios, exercises on optimizing the mix to maximize shareholder value, creation of interactive dashboards with sensitivity charts, concrete application to a listed deal to evaluate quick ROI.

Module 3M&A Sources/Uses: Financing and Proceeds Allocation (Waterfall, Covenants)

Complete development of the sources and uses table to structure LBO/M&A financings, modeling of repayment waterfalls and bank covenants, simulations of impacts on cash and leverage ratios, practical cases inspired by recent LBO transactions, development of VBA formulas for automation, delivery of an investor-ready repayment schedule.

Module 4M&A Sensitivity and Scenarios: Data Tables and Monte Carlo (Risks, Valuations)

Implementation of advanced sensitivity analyses with Excel data tables for EBITDA/margin variations, integration of Monte Carlo simulations to model market uncertainties, stress scenario tests (recession, rate hikes), exercises on your main project with hypothesis optimization, generation of graphical reports for due diligence, focus on professional model robustness.

Module 5Complete M&A Case: End-to-End Modeling and Pitch (Cross DCF, Hybrid LBO)

Final assembly of an integrated M&A model combining DCF, multiples, and LBO for target valuation, in-depth review of the main project with code review and debugging, preparation of an investor pitch based on the model, price negotiation simulations with walk-away analysis, professional PDF/PowerPoint export, delivery of certifying skills certificate for CV.