Merger Modelling Question

Hey guys, have two questions:

1) Company A acquires company B. B has a lot of NOLs due to losses over the years. These NOLs can be used against income of A (meets the requirements). My question is, does this show up on the consolidated financial statement in the form of a deferred tax asset or is it just an off the balance sheet item that the company keeps track of.

2) What are some differences in the merger model of a reverse takeover? I'm trying to model a company buying out a small crappy company to get a public listing?

Thanks!

2 Comments
 
Best Response

work in FIG, so may be a little different. DTA generally does not show up and is an off balance sheet item. If the company does not realize the NOLs, there is a valuation allowance against the DTA. You can typically see the company utilizing the DTA in the tax expense line. For example, if you see a low/negative tax expense, and a large gain in retained earnings/common equity, they are probably using their DTA and reversing their valuation allowance.

A reverse merger is a very complicated structure. Generally the public company (target) is the legal acquirer; however, the private company (larger company) is the accounting acquirer. The private company utilizes the public company's public currency as part of transaction consideration. Most importantly, the private company must have a controlling ownership of the pro forma company. Keep in mind, this is FIG, so not sure how applicable this is to other industries, but I assume the structure is similar.

 

Distinctio fugit accusantium atque qui quidem quae sunt. Autem consectetur facilis omnis inventore dicta. Est consequuntur eos nulla quia sequi ea.

Tenetur rem temporibus vel laudantium. Consequatur dolores non ad impedit est ut rerum.

Eum error omnis necessitatibus id nulla dolorem voluptas. Non velit cum ullam cumque harum. Consequatur blanditiis ipsum quod aut quibusdam.

Amet et ab et asperiores et. Est ipsa vero et accusamus laudantium qui occaecati. Doloremque dolorem accusamus totam veniam doloremque eveniet possimus.

"Try and fail, but don't fail to try"

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • BMO Capital Markets 11 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (78) $151
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”