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Training M&A Modeling - Modeling Complex Transactions

Ref: OWX521
10 people max.
6125€ HT / per person
−15% from 2 people−30% from 3 people−50% from 5 people
Pay in 3 installments · +$170/day onsite · +$500 with certification exam
5 journées
distanciel

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Learning objectives

  • Master advanced M&A modeling techniques for professional, certifiable deals
  • Develop integrated valuation and synergy models in a corporate setting
  • Design M&A transaction scenarios with tax optimization
  • Implement sensitivity analyses and LBOs in real-world contexts
  • Optimize M&A models for strategic skills in consulting firms
  • Deploy Excel VBA tools for high-performance M&A simulations

The Learni story

Founded by passionate learning and innovation experts, Learni's mission is to make professional training accessible to everyone, anywhere in the world. Our team operates in major hubs — London, New York, Boston — and internationally, to support talents and organizations in upskilling.

Don't let this gap widen

Why this program matters

  • Without this upskilling, your team accumulates a technological gap that translates directly into productivity loss.

  • Organizations that don't train their talents on key topics see their competitiveness drop.

  • Every quarter without training is a gap widening with competitors who invest.

  • The cost of inaction quickly exceeds that of well-targeted training.

Fouzi Benzidane
Fouzi Benzidane

Learni Trainer · Expert

73%productivity gap
×3cost of inaction

Program

Module 1M&A Modeling Structure: Modeling Transaction Steps (Excel, Preliminary Agreements, Due Diligence)

Dive into building a complete M&A model in Excel, integrating key phases such as LOI and SPA, conduct a simulated due diligence on an industrial acquisition case, calculate price adjustments and earn-out clauses, produce a first deliverable with dynamic charts, practical exercises on real company data to anchor your professional skills from day one.

Module 2M&A Valuation Modeling: Advanced Techniques (DCF, Multiples, Hybrid LBO)

Master target valuation with M&A-adjusted DCF, expected synergies, and control premium; apply comparable and transactional multiples across various sectors; integrate a hybrid LBO into your Excel model; test scenarios with Solver and Data Tables; generate automated reports ready for client pitches; transform complex data into actionable strategic insights to boost your corporate expertise.

Module 3M&A Synergies Modeling: Quantification and Integration (Costs, Revenues, Capex)

Quantify revenue and cost synergies in a dynamic model, model post-deal integration ramps with realistic curves, analyze capex and working capital impacts on value, use VBA macros for rapid simulations, apply to a concrete cross-border merger case, produce an interactive dashboard for board meetings, gain precision for winning deals and certifiable finance skills.

Module 4M&A Financing Modeling: Debt, Equity, and Tax Optimization (Bridge Financing, Covenants)

Build the M&A financing structure with senior debt, mezzanine, and equity; integrate covenants and refinancing; optimize fiscally via step-up and amortizations; simulate bridge loans and bank syndication in advanced Excel; test IRR and MOIC viability on LBO/M&A cases; generate sensitivity charts for negotiations; master these levers for profitable transactions and professional advancement.

Module 5Sensitivity and Closing M&A Modeling: Advanced Features and Deployment (Stress Tests, Advanced VBA)

Enhance your M&A model with multidimensional sensitivity analyses and macroeconomic stress tests; automate complex what-if scenarios via VBA; finalize the ongoing project with closing adjustments and waterfalls; conduct collective code review; deploy on cloud for team collaboration; leave with a reusable professional template; certify your skills to excel in investment banking or financial management.

Evaluation method

  • Advanced quiz on M&A modeling at the end of the training
  • Evaluation through ongoing project and sensitivity analysis
  • Oral presentation of the complete model before experts

Learning method

  • Sessions led by practicing Big4 M&A trainers
  • Exercises on anonymized real company deals
  • Ongoing M&A project from A to Z over 5 days
  • Lifetime access to Excel/VBA materials and templates

Methods, materials and delivery

The Training M&A Modeling - Modeling Complex Transactions program is delivered onsite or remote (blended-learning, e-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.

The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.

Equipment required

For the smooth delivery of the Training M&A Modeling - Modeling Complex Transactions program, the following equipment is required:

  • Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, projector or interactive touch screen (for remote sessions)
  • Training environments installed on workstations or accessible online
  • Course materials, hands-on exercises and complementary resources
  • Post-training access to materials and educational resources

For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.

* contact us for remote delivery feasibility** ratio varies depending on the program

Skills assessment methods

Assessment of skills acquired during the Training M&A Modeling - Modeling Complex Transactions program is performed through:

  • During training: case studies, hands-on labs and professional scenarios
  • End of training: self-assessment questionnaire and skills evaluation by the trainer
  • After training: completion certificate detailing acquired skills

Program accessibility

Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.

Enrollment terms and lead times

Learni programs are available inter-company and intra-company, onsite or remote. Enrollments are possible up to 48 business hours before the program starts. Our programs are eligible for corporate funding paths. Contact us to discuss your training project and funding options.

Verified reviews

What our learners

4.9 · +100 verified reviews
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« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
★★★★★

« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »

Eva CarpentierFormation LLM en Entreprise — Claude, ChatGPT, Mistral
★★★★★

« la formation dev etait intense mais grave bien. merci Anthony Khelil »

NolanDWWM - Développeur Web et Web Mobile
★★★★★

« 😊👍 »

AmbreDWWM - Développement Web & Mobile React
★★★★★

« bien 👍 »

Léo BlanchardFormation AWS — DevOps Engineer Professional
★★★★★

« Allan Busi t'es au top, continue comme ça. formation géniale »

MargotFormation Claude & ChatGPT — Comparatif et Cas d'Usage
★★★★★

« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
★★★★★

« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »

Eva CarpentierFormation LLM en Entreprise — Claude, ChatGPT, Mistral
★★★★★

« la formation dev etait intense mais grave bien. merci Anthony Khelil »

NolanDWWM - Développeur Web et Web Mobile
★★★★★

« 😊👍 »

AmbreDWWM - Développement Web & Mobile React
★★★★★

« bien 👍 »

Léo BlanchardFormation AWS — DevOps Engineer Professional
★★★★★

« Allan Busi t'es au top, continue comme ça. formation géniale »

MargotFormation Claude & ChatGPT — Comparatif et Cas d'Usage
★★★★★

« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
★★★★★

« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »

Eva CarpentierFormation LLM en Entreprise — Claude, ChatGPT, Mistral
★★★★★

« la formation dev etait intense mais grave bien. merci Anthony Khelil »

NolanDWWM - Développeur Web et Web Mobile
★★★★★

« 😊👍 »

AmbreDWWM - Développement Web & Mobile React
★★★★★

« bien 👍 »

Léo BlanchardFormation AWS — DevOps Engineer Professional
★★★★★

« Allan Busi t'es au top, continue comme ça. formation géniale »

MargotFormation Claude & ChatGPT — Comparatif et Cas d'Usage
Read all reviews
Our method

Training quality, guaranteed at every step

Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.

Step 1

Rigorous trainer selection

Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.

  • Triple validation: technical, pedagogical, sectoral.
  • Minimum rating 4.8/5 over the last 12 sessions.
Step 2

You meet the trainer beforehand

30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.

  • Live briefing on goals and team context.
  • Veto right — we swap the trainer for free if needed.
Step 3

Content tailored to your context

No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.

  • Hands-on cases drawn from your stack and projects.
  • Program co-written then validated by your team.
Step 4

Continuous quality follow-up

Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.

  • NPS, knowledge quizzes and skills self-assessment.
  • Satisfaction guarantee: fully satisfied or free rework.

A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.

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