I am currently helping my VP populate an excel sheet to help him value the assets for an M&A transaction. I am reading through the F/S (hard copies) and putting the data in the correct places on the company's excel template. What is the general "lingo" for this? I want to at least mention this in phone interviews and when networking, but I don't want to sound dumb about it. Is this "scrubbing the data"? I will have the opportunity to do various analysis with the VP once I get all the data in, but for now, how should I go about talking about this?
Also, this is a mid-market company, about how long would you think this task would take? I have the F/S from the past 5 years that must all be inputted by line item.
back-filling historical data for an M&A transaction?
Oh okay, yeah I heard my boss use that term when he was first showing me last week. Is this even worth talking about in a call?
*spreading financial statistics?..
Data entry.
Line on your resume: "Compiled and revised merger model for updated financial metrics, market data, and extraordinary line items"
THIS
Can you describe some of the items that qualified as extraordinary line items? How did you make those determinations?
Where did you source the market data for your model? How did you incorporate that data into the model?
When you say you compiled the model, does this mean you were working from a template? If so, were you able to understand the mechanics of the template? Can you explain to me the treatment of Target Co. Goodwill on the pro-forma balance sheet?
Thanks for this advice!
Good point. I will be sure to not put stuff down that I can't explain easily. Though hopefully, I will learn more and be able to easily talk about it as I get further into the project.
Perfect time to ask your VP a ton of questions. You really are just doing data entry, but if you can understand what you are inputting, why you are doing it, and how the model works, you can put just about anything down on paper and bullshit your way right through the interview.
Material non-public, can't say. Because said material was material non-public, I can't disclose the exact rationale.
Market data was sourced directly from the company. Data was incorporated through said updating of financial metrics/model.
No I compiled it from scratch - I understand the mechanics of the template, but it's proprietary so I can't say. The deal is not public yet, so disclosing goodwill would violate my private investor duties.
There ya go, ez as pie.
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