FMI recently released a new merger modeling case study and model as learning materials for CFM candidates.
On September 10, Ian Schnoor, CFA, CFM, Executive Director of the Financial Modeling Institute (FMI), will present a special webinar on Merger Modeling to walk through the new CFM materials.
This webinar is intended for CFM candidates; however, given the level of interest in the topic, we have decided to open the webinar to the broader community. (Note: Only CFM candidates will have subsequent access to the webinar recording and the files, but the event should still be helpful to anyone who needs to build a model to evaluate an M&A transaction.)
In this session, Ian will walk through the new CFM merger modeling case study and explain the process required to build a best-in-class merger model.
In this live event, Ian will cover:
- Key assumptions required for an M&A transaction
- Purchase Price Allocation (PPA) and Asset Write-Ups
- Deferred Tax Liabilities and Sources & Uses of Funds
- Synergies and Accretion/Dilution analysis
- Balance Sheet adjustments and the Pro Forma Balance Sheet
- Sensitivity Analysis for evaluating transaction impacts
Merger modeling is a topic in the Chartered Financial Modeler (CFM) accreditation program. The CFM Program is FMI’s Level 2 accreditation after the AFM Program.
