Incoming M&A Analyst. Best Courses, resources and overall prep advice before starting?

To crush it as an incoming M&A analyst, here's a focused game plan based on the most helpful WSO content:

1. Best Courses for M&A and LBO Modeling

• WSO Elite Modeling Package: This is a top-tier option with six courses covering M&A modeling, LBO modeling, financial statement modeling, DCF, and Excel. It’s designed to give you mastery in building models from scratch, which aligns perfectly with your goal of being overprepared.
• M&A Modeling Course: Specifically tailored for M&A analysts, this course includes over 60 lessons on buy-side and sell-side processes, synergies, and proforma balance sheet preparation. It’s practical and directly applicable to your role.
• LBO Modeling Course: Essential for private equity-style modeling, this course dives deep into LBO tests and case studies, which are critical for understanding leveraged transactions.
• Excel Modeling Course: With over 105 videos and modules on Excel efficiency, shortcuts, and formatting, this course will help you improve your speed and accuracy.

2. Resources to Sharpen Your Skills

• Free Financial Modeling Lessons: WSO offers nine free lessons taught by experienced private equity pros and investment bankers. These include templates for financial statement modeling, DCF, M&A, LBO, and Comps.
• 27 Financial Modeling Templates: These swipe files are a bonus resource to practice building models efficiently.

3. Prep Advice for the Next 30 Days

• Prioritize M&A and LBO Modeling: Focus on mastering the buy-side and sell-side processes, synergies, and transaction adjustments. These are core to your role.
• Excel Mastery: Dedicate time to learning hotkeys, shortcuts, and formatting tricks to boost your speed. The Excel Modeling Course is a great resource for this.
• Practice Building Models: Use the templates and exercises provided in the courses to practice building models from scratch. Aim for accuracy and speed.
• Understand the M&A Process: Familiarize yourself with the stages of M&A deals, including due diligence, price agreements, and transaction closings. This knowledge will help you navigate your role confidently.

4. Is 30 Days Enough?

Yes, 30 days is sufficient to gain meaningful value if you commit to a structured plan. Allocate time daily to complete the courses and practice exercises. Focus on quality over quantity—mastering a few key skills is better than spreading yourself too thin.

5. Additional Tips

• Networking: Reach out to current analysts or associates at your bank for insights into their workflows and expectations.
• Stay Updated: Read up on recent M&A deals and trends in your region to understand the market landscape.
• Mindset: Approach your preparation with discipline and curiosity. Being proactive now will set you apart from day one.

By leveraging the WSO Elite Modeling Package and other resources mentioned, you’ll be well-equipped to excel as an M&A analyst. Good luck, and go crush it!

Sources: Top Financial Modeling Courses - List of Top Financial Analyst Courses, Excel Master Bootcamp (4-Hour) OPEN NOW - July 23 - Only 15 Seats