M&A Financial Modeling in Excel

Reactive Publishing

M&A Financial Modeling in Excel is a practical guide to building, interpreting, and refining merger and acquisition models for corporate finance, investment banking, private equity, and financial analysis.

This book walks through the core components of M&A modeling with a focus on clear structure, defensible assumptions, and practical Excel-based workflows. Readers will learn how to evaluate transaction economics, model accretion and dilution, estimate revenue and cost synergies, incorporate purchase accounting adjustments, and assess deal valuation across different transaction scenarios.

Inside, the book covers:

• The structure and purpose of M&A financial models
• Accretion-dilution analysis for earnings impact
• Deal consideration, purchase price, and financing assumptions
• Revenue synergies, cost synergies, and integration timing
• Purchase accounting adjustments and balance sheet treatment
• Pro forma income statements and combined company analysis
• Sensitivity tables for key transaction assumptions
• Deal valuation using comparable companies, precedent transactions, and DCF outputs
• Common modeling errors and review checks

Designed for analysts, finance professionals, MBA students, and self-directed learners, this book provides a structured approach to understanding how acquisition models are built and how transaction assumptions flow through financial statements.

Whether you are preparing for a finance role, improving your Excel modeling skills, or building a stronger foundation in corporate transactions, M&A Financial Modeling in Excel offers a practical framework for analyzing deals with clarity and discipline.