Introducing...
The Wall Street Oasis M&A MODELING COURSE
60+ Lessons, Buyside and Sellside Process + More
To Help you Thrive in the Most Prestigious Jobs on Wall Street...

HERE’S JUST SOME OF WHAT YOU’LL GET IN THIS COURSE
In this module, we use 3 video lessons to 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.
In this module, 5 video lessons 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.
In this module, there are 5 video lessons that 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.
In this module, we use 6 video lessons that 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.
In this module, we use 9 video lessons to walk through a high-level valuation, transaction assumptions, and sources & uses to set up a merger model. We cover a variety of topics sp that you can start building a buy-side case of Nike acquiring Lululemon and with a theoretical model.
In this module, we use 9 video lessons to 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.
In this module, we use 5 video lessons to 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.
In this module, we use 9 video lessons to 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, debt schedule, among other important details.
In this module, we use 2 video lessons to 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.
In this module, we use 4 video lessons to provide you with a basic understanding of the sellside accretion/dilution analysis and how a transaction could affect the seller's EPS. You will work through a hypothetical case of Nike selling the China business unit to Lululemon and learn about divestiture valuation as well as the use of divestiture proceeds.
WSO M&A Modeling Course - Video Preview
Course Summary - Table of Contents
Below you will find a list of the modules and lessons included in this course.
- Intro and Welcome (2Min)
- Why Learn This Material (1Min)
- Course Pre-requisites (1Min)
- Course Overview (2Min)
- Who What Why When (4Min)
- M&A Models (2Min)
- Spotlight on Synergies (2Min)
- Key Players (2Min)
- Investment Bank 101(3Min)
- Types of MA Engagements (3Min)
- Origin of MA Processes (2Min)
- Pitchbooks (3Min)
- Buyside Process Summary (2Min)
- Stages of Buyside Process (1Min)
- 1st Stage Buyside Process (3Min)
- 2nd Stage Buyside Process (2Min)
- Agreement on Price and Transaction Closing (3Min)
- Sellside Processes (2Min)
- Stages of a Sellside Process (1Min)
- 1st Stage Agreement and Process Set Up (3Min)
- 2nd Stage Sellside Process (1Min)
- 3rd Stage Buyer Meetings and Diligence (2Min)
- 4th Stage Agreement on Price and Transaction Closing (2Min)
- Rationale for Acquisition and Model Overview (3Min)
- Building To and Contextualizing Purchase Valaution (6Min)
- Acquiring with Cash vs. Stock (3Min)
- Overview of Sources in a MA Transaction (1Min)
- Context on New Debt for MA Transactions (2Min)
- Financing Assumptions (3Min)
- Financing and OID Fees (3Min)
- Filling in the Sources (3Min)
- Filling in the Uses (2Min)
- Intro to MA Purchase Price Accounting (1Min)
- Steps for Purchase Price Allocation (2Min)
- Stocks Sales vs. Asset Sales (1Min)
- Deferred Taxes in a MA Transaction (2Min)
- Modeling Asset Write Ups (3Min)
- Calculate Goodwill via Purchase Price Allocation (3Min)
- Other Balance Sheet Items with Transaction Adjustments (1Min)
- Proforma Balance Sheet Assets (2Min)
- Proforma Balance Sheet Liabilities and Equity (2Min)
- Estimating Synergies (2Min)
- Executing Simple Accretion Dilution Analysis (1Min)
- Setting Up a Simple Accretion Dilution Analysis (4Min)
- Transaction Adjustments in a Simple Accretion Dilution (4Min)
- Calculating Accretion Dilution (4Min)
- Difference Between Simple and Detailed Accretion Dilution Analysis
- Key Changes to the Three Accounting Statements
- Creating the Proforma PL
- Cash Flow Statement
- Debt Schedule
- Credit Metrics
- Balance Sheet
- Taxes
- Accretion Dilution
- Intro to Sensitivity Tables
- Sensitivity Tables
- Sellside Accretion Dilution
- Divenstiture Valuation
- Use of Divenstiture Proceeds
- Completing the Sellside Accretion Dilution Analysis
Our students have landed and thrived at positions across all top Wall Street firms, including:

Don’t Take Our Word For It
Hear from a few of our 57,000+ students...
Hear from a few of our 57,000+ students...
"I have been through a number of M&A courses now and I believe WSO's M&A course has increased my confidence massively. The material is to the point yet information rich and covers everything you would expect to be asked in a technical interview. The sample material mimics real-life models used by Investment Bankers and is easy to follow. I would recommend this course to anyone who wants to prepare for an upcoming interview or learn what exactly an M&A role entails from a practitioner's perspective."
Overall, I would say the M&A course has been very useful for me in connecting the big picture with the actual modeling tasks. Generally, the course instructor does a great job of walking through each piece of the model in a manner that is concise and straightforward."
"The quality of the content is excellent, and beginner friendly. What I really loved about the course was the way it was structured. I really enjoyed the smooth transition from a Bird's eye view to the innards of M&A, and the instructors did a great job explaining each concept in a lucid way."
"The course is a great resource for those that are looking for a quick intro into M&A Modeling. The user interface on which the course is presented is by far one of the more accessible platforms I've used (compared to SEO's Pillars of Wall Street, BIWS, and the current CFA curriculum) and the clips between videos as well as the Points/Rewards system are a very refreshing motivator to continue advancing. The course does a fantastic job covering the essential topics of M&A and helps one develop a solid understanding of the M&A process. Both the lecturers seem very knowledgeable and provide some great anecdotal references when covering certain topics. Overall, I think the course gave me a much better understanding of M&A as a whole and provided a good modelling foundation on which to build upon. I think the M&A course will be a great addition to the WSO Modelling Package and it has intrigued me into checking out the other courses WSO has to offer."
"The course is excellent. It is really helpful to understand the big picture of an M&A deal, the instructor, who is savvy in the matter, makes sure you grasp the theory and rationale behind it, before getting to the actual M&A Modeling exercise. It also includes examples of a real Pitchbook, a Teaser and a CIM, which is not so common in other courses of this kind. It is really helpful not only to be prepared to hit the ground running in an Investment Banking role but also to succeed during the interview process, as the course provides more information than needed to answer all the M&A related questions you can get during the interviews. I would definitely recommend it to anyone looking to take a thorough course on M&A."
"I like how it goes through the basics and covers a lot of things in one course, so you get a brushstroke and overview of all the elements in M&A."
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.

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 | $1,250 |
Get Unlimited Lifetime Access To The
WSO M&A Modeling Course For 84% Off
Get Unlimited Lifetime Access To The
WSO M&A Modeling Course For 84% Off
$1,250
$197
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Your investment is protected by our 12-Month Risk-Free Guarantee. If, for any reason, you don't think the WSO M&A Modeling Course is right for you, just send us an email, and we'll refund every penny. No questions asked. In short, you get a great return on your investment, or you get your money back. It's that simple.
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