Course Overview
In this course, we’ll assume Nike is acquiring LuLu and explore how a merger model works. With over 60 lessons and 3+ hours of video content, you’ll learn exactly how to build your own M&A models, run an accretion dilution analysis and be valuable to your deal teams right out of training.
Who is this Course for?
Motivated college students looking to learn how to build an M&A model prior to starting
Professionals looking to prepare for the recruiting process
Key Outcomes
Master M&A Modeling
By the end of this course, you'll master M&A modeling for any high finance career, enabling you to analyze, structure, and value complex deals. These skills make you a valuable member of your team on day one.
Unlocking the Door to your Finance Career
This course teaches all essential modeling skills for a career in investment banking, private equity/investing, and many corporate development roles
Boost Your Confidence and Earnings Potential
After you finish this course, you'll become an expert, and you'll feel more confident about building your own M&A models, which will increase your odds of earning a higher salary.
This course has helped our students and young professionals land and thrive at positions across all top Wall Street firms, including:
WHAT’S INCLUDED
A step-by-step course to help you master M&A Modeling Course
Module 1: Introduction
In this module, we introduce you to the course structure and materials ... The objective of this course is to teach you the finance theory and mechanics behind Mergers & acquisitions and how to apply this knowledge by building various M&A Models from scratch.
Module 2: The Big Picture
In this module, we introduce you to the big picture, such as what is an M&A deal and why bother? You will learn the finance theory and mechanics behind M&A as well as the “why” behind each transaction type and formula.
Module 3: M&A Players and Creation of the M&A Process
In this module, we dig deeper into M&A transactions. Learn the three types of M&A engagements and the origin of M&A processes. Also includes a quick overview of pitch books and the work needed to make an M&A deal come to life.
Module 4: Buyside Processes
In this module, we focus on buyside mandates. The instructor will walk through a typical buyside process, including all key stages: initial contact and transaction assessment, detailed due diligence, agreement on price and transaction closing.
Module 5: Sellside Processes
In this module, we focus on sellside mandates. The instructor will walk through a typical sellside process, including all key stages: process setup, initial buyer contact, buyer meetings, agreement on price + transaction closing.
Module 6: Introduction to M&A Excel Section
In this module, we walk through a high-level valuation, transaction assumptions, and sources & uses to set up a merger model. We cover a variety of topics so that you can start building a buy-side case of Nike acquiring Lululemon and with a theoretical model.
Module 7: Nike Acquires Lululemon - Model Setup
In this module, we give an overview of the balance sheet and transaction adjustments. You will be introduced to M&A purchase price accounting, learning how to prepare a proforma balance sheet, including assets, liabilities, and shareholders’ equity to ensure they balance.
Module 8: Nike Acquires Lululemon - Simplified Analysis
In this module, we explain accretion/dilution modeling. You will use our M&A template to estimate synergies, make transaction-related adjustments, and build an accretion/dilution analysis. You will then evaluate the merit of a proposed M&A deal and the impact of the transaction on shareholders.
Module 9: Nike Acquires Lululemon - Detailed Analysis
In this module, we build P&L projections required for a more robust accretion-dilution analysis. Learn the difference between simple and detailed accretion/dilution analysis, key changes to the three accounting statements, how to create proforma P&L, and debt schedule, among other important details.
Module 10: Nike Sells China Business Unit - Detailed Analysis
In this module, we walk through several sensitivity tables on the completed accretion/dilution analysis to give you a better understanding of what assumptions can impact our final conclusion. You will also have access to the Excel template of sensitivity analysis and can experiment.
Module 11: Contribution Analysis
In this module, we dive deep into what we call contribution analysis in the context of an M&A transaction. To illustrate these principles, we will continue to examine the Nike and Lululemon case study to check how a contribution analysis can be applied in this context.
Module 12: Exchange Ratios
In this module, we focus on exchange ratios in the context of an M&A transaction. As we progress through this module, We'll cover how acquirers can structure their offers using either a fixed exchange ratio or a floating exchange ratio.
Don’t Take Our Word For It
Hear From Our Students
Wall Street Oasis has trained over 63,000 students at elite corporate and educational institutions for over a decade.
I'm an Econ major student, so I've never been taught how to properly do a model, and WSO's modeling course not only prepped me for modeling but also taught me a lot of tips and tricks that have saved me so much time while building up models. Also, it helped me to ace all my technical interviews.
For those who thinking about getting this course, do it now! You won't regret!
I am not sure how it compares to other LBO courses in terms of value for money (if there are even other LBO online courses out there), but I do want to emphasize that it is an extremely dense course compared to most other online/MOOC courses so the price (probably) scales accordingly compared to standard online course prices from other services.
The theory explanation is straight to the point and clear. I could understand all the concepts to build a complex financial modeling.
Currently I'm working at a M&A company in Brazil, and what I've learnt in this course is very useful for my daily tasks.
I do recommend this course.
The teacher explain complex topics in a simple way.
The teacher explain complex topics in a simple way.
There are questions at the end of each section that could be improved upon, but it's a modeling course not exam prep so it is understanable.
Overall, I would recommend this course to someone interested in learning LBOs.
A solid use of time and great value for money - especially if purchased within the bundles.
However, despite this being of second nature to me, I decided to check out the WSO financial statement modeling course as part of the Elite Modeling package while planning my move to investment advisory. Needless to say, like the other WSO courses, this was a well-planned out course from which even a seasoned professional like me could take away a lot. Knowing various standards that are used in the finance and investment community helps to blend in with the pros.
Would definitely recommend getting not just this but the whole elite modeling package if that's still on offer. Thanks WSO team! :)
Received this as part of a bundle (fantastic value, I might add), and this was the perfect walk through for someone that knows theoretically what an LBO is, but wants a nuts and bolts perspective. Very accessible and quickly brings you up to speed. A very high yield course.
Certificates
Get The M&A Modeling Course Certification
After completing the course, all students will be granted the WSO M&A Modeling Course Certification. Use this certificate as a signal to employers that you have the technical M&A modeling skills to immediately add value to your team.
Demonstrate that you have put in the work outside of university courses to make yourself a master in mergers and acquisition modeling. Easily share to LinkedIn and other social media sites to highlight your skills and strengthen your profile as a candidate.
Course Benefits
How much is the M&A Modeling Course Worth?
What You Get |
Value |
---|---|
WSO M&A Modeling Course 60+ video lessons across 11 Modules taught by a Director at an elite bank with 10+yrs of M&A experience... |
$500 |
Interactive Step-by-Step Merger Model Gain realistic practice drilling accretion-dilution and M&A models so that you can be ready on Day 1... |
$450 |
24 Months of Unlimited Elite Support from Actual Finance Pros Have a technical question? Easily drop a comment into any lesson and get a response from a pro within 48hrs. |
$300 |
Total Value |
$1250 |
Consider this your first investment in a long career...
After all, you've likely already spent tens of thousands of dollars on college (and perhaps tens of thousands more on an MBA)...
When you start your coveted finance job, you'll be making well over $200,000...
...over $350,000 if you have an MBA...
And that's just the beginning of a long and very lucrative career that could easily net you millions...
Even at thousands of dollars and your ROI would still be huge…
At a fraction of that price, the ROI is even better... When you do the math, it's a no brainer.
And that doesn't include the time you'd have to spend figuring all of this out and the hours of sleep these courses will save you.
Even if you used the free info online, you'd still have to find it, organize it, vet it and test it to get it to work. That would take months… and at that point, you may have missed your window.
The WSO M&A Modeling Course gives you everything you need to be super-efficient and master building your own M&A model… quickly and easily.
But we're not going to charge you thousands...
We won't even ask for half of that...
Get Unlimited Lifetime Access To The M&A Modeling Course For
This offer (+bonuses) is limited-time only
12 Month Money-Back Guarantee
Your investment is protected by our 12-Month Risk-Free Guarantee -- easily the most generous in the market.
If, for any reason (or no reason), you don't think the WSO M&A Modeling Course is right for you, just do the following within 365 days of your enrollment:
- Email [email protected] letting us know
- That's it!
We'll refund every penny. No questions asked. We bear the risk and will eat the transaction fees because we're that confident you'll love it.
Course Reviews
Here’s what professionals like you think of the course.
FAQ
Answers to popular questions
About
Top professionals with many years of Bulge Bracket and/or Elite Boutique IB experience
- MBA Students and Business Undergraduates
- Current IB Analysts
- Corporate Finance Professionals
- Anyone trying to break into IB, PE, VC, HF, etc....
- Professionals looking to lateral into high finance
- Taught and vetted by actual industry professionals
- Course content continually reviewed and updated
- Learn to build an M&A Model
- Video-based self-study online courses from elite faculty (all current or previous finance professionals from top firms)
- Interactive quizzes
- Gamification to make more engaging
- 24 months elite support
ENQUIRIES
Any other questions?
We’re here to help.
We're confident you'll love the program and happy to answer any questions you have! E-mail [email protected] at any time and we'll get back to you within a few hours.