Training M&A Modeling - Mastering Mergers & Acquisitions Valuations

$5,775

  • 5 days
  • Onsite
  • 10 people max.
Ref: YLU506
10 people max.
$5,775
In-company rate: from $10,395 for the whole team
On-site and certification exam on quote
5 days
Onsite

Don't let this gap widen

Why this program matters

  • Without mastering M&A modeling, 70% of transactions fail due to overvaluation or poor integration, costing companies an average of 25% of deal value.

  • Financial teams lose 35% of their time on manual EPS and synergy recalculations, exposing them to costly litigation of 2-5M€ per error.

  • In 2024, 62% of CFOs without advanced M&A skills are passed over for promotions.

  • Every failed deal widens the competitive gap, risking millions in lost opportunities: train to secure your valuations.

Allan BUSI, Learni trainer · AI expert
Allan BUSI

Learni trainer · AI expert

73%productivity gap
×3cost of inaction
Flag of the United StatesBuilt for US teams
Payment by wire transferEnhanced confidentialityPerfect for companies with 50 to 500 employeesScheduling to fit any time zone

Trusted by — schools, companies and industrial groups

25,806 programs · 25 countries

  • Aptar
  • ArcelorMittal
  • Equans
  • EDF
  • Ubisoft
  • Microsoft

Every program built with a dedicated engineer

  • OpenAI
  • Anthropic
  • Mistral AI
  • NVIDIA
  • Google
  • Amazon Web Services
  • Microsoft Dynamics 365
  • Salesforce
  • ServiceNow
  • SAP
  • Oracle
  • Cisco
  • Fortinet
  • Palo Alto Networks
  • Aruba
  • VMware
  • Red Hat
  • Databricks
  • Snowflake
  • OVHcloud
  • Notion
  • AMD
  • Apple

Companies: Aptar, ArcelorMittal, Equans, EDF, Ubisoft and Microsoft.

M&A Modeling 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

M&A Modeling curriculum: 5 modules over 5 days

Module 1 : M&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 2 : M&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 3 : M&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 4 : M&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 5 : Complete 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.

How M&A Modeling skills are assessed

  • Advanced MCQ to validate learning outcomes at the end of the training
  • Evaluation through practical modeling of a real M&A case
  • Oral defense of the main project model before experts

How the M&A Modeling course is taught

  • Courses led by active M&A expert trainers
  • Practical exercises on authentic company deals
  • Progressive 5-day main M&A project
  • Complete Excel course support and source models

M&A Modeling training: access and practical arrangements

The Training M&A Modeling - Mastering Mergers & Acquisitions Valuations program is delivered onsite or remote (blended-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 - Mastering Mergers & Acquisitions Valuations 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 - Mastering Mergers & Acquisitions Valuations 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

Registration is possible up to 48 business hours before the start of training. All our programs are built for corporate L&D budgets and delivered onsite or remotely.

The Learni story

Founded by engineers and learning experts, Learni's mission is to make high-impact tech training accessible to teams everywhere. We work remotely with organizations across the US and Canada, in your time zone, to help teams upskill fast.

Our method

How Learni guarantees the quality of your M&A Modeling training

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.

A child walking to school with a backpack
Our social commitment

A school kit donated to a child for every training booked

To fight inequalities in access to education, Learni donates a complete school kit to a child in need for every training booked. You build your skills, a child heads back to school.

  • Backpack, notebooks and essential supplies
  • Distributed through our partner charities
  • Included, at no extra cost to you
Enroll and offer a kit
FAQ

M&A Modeling: frequently asked questions

Which tools are used in M&A Modeling training?+
Hands-on work runs on advanced Excel, synergies, dynamic Formulas, charts, waterfall and covenants. Those tools come from the M&A Modeling program itself, delivered on site over 5 days, so participants practise on the stack they will use at work.
What can participants do after M&A Modeling training?+
They can master advanced M&A modeling techniques for professional transactions, develop pro forma models integrating synergies and EPS dilution and design sensitivity analyses and multiple scenarios in a business context. Those are the stated objectives of the M&A Modeling program at Advanced level, checked by the end-of-session assessment.
What does the M&A Modeling program cover, day by day?+
Day 1: M&A Pro Forma Accounts: Integrating Balance Sheets and Income Statements (Advanced Excel, Synergies). Day 2: M&A Accretion/Dilution: Modeling EPS and P/E Impacts (Dynamic Formulas, Charts). Day 3: M&A Sources/Uses: Financing and Proceeds Allocation (Waterfall, Covenants). Day 4: M&A Sensitivity and Scenarios: Data Tables and Monte Carlo (Risks, Valuations). Day 5: Complete M&A Case: End-to-End Modeling and Pitch (Cross DCF, Hybrid LBO). The M&A Modeling program runs over 5 days, delivered on site.
How is M&A Modeling training assessed?+
Assessment relies on advanced MCQ to validate learning outcomes at the end of the training, evaluation through practical modeling of a real M&A case and oral defense of the main project model before experts. Learni issues a completion certificate together with the individual assessment report at the end of the M&A Modeling program, which an L&D team can file as evidence.
How much does M&A Modeling training cost per participant?+
M&A Modeling training costs $5,775 per participant. For an in-company team, the flat rate starts at $10,395 for the whole group, up to 8 people. The detailed quote, sent within one business day, adjusts the amount to the format and how far the syllabus is tailored to your team.
How long does M&A Modeling training take?+
5 days, available live online (US time zones) or on-site at your offices. Half-day tracks spread over several weeks are possible so the team stays operational.
Who pays for M&A Modeling training?+
Most US teams pay directly through their company L&D or training budget. Learni invoices in US dollars and accepts bank transfer (ACH/wire) or card, with volume pricing for teams. A purchase order is welcome.
What do participants need to know before M&A Modeling training?+
Advanced Excel proficiency, DCF/LBO modeling, analytical and financial accounting.
Is a certificate issued after M&A Modeling training?+
Yes. A Learni completion certificate is issued, along with the individual evaluation report. Learni is a certified training provider and prepares for third-party certifications, but does not award them itself.
Your professional training, anywhere

Let's build your M&A Modeling learning path.

30 minutes with a learning advisor. No commitment. No sales pitch dressed up as a demo.

Reply within 24h · Vetted experts · USD invoicing · W-9 available
On-site & remote

M&A Modeling training in your city

Available on-site and remotely. Pick your city to see the local training center.

Share in 2 clicks