KPME M&A and LBO Modeling Program

M&A and LBO Modeling Program

The objective of this program is to equip delegates with the expertise and insight required to develop a fully integrated M&A and LBO model and perform financial debt analysis.

Watch our expert financial modeler, Rahul Sonthalia, CFA, CMA provides a keen insight into how you can build a financial model on excel, starting from a blank spreadsheet through our 3-day program.

Learning Objectives

Understand and develop a merger model

Prepare proforma group financial statements

Perform financing mix and accretion dilution analysis

Understand and develop an LBO deal analysis model

Prepare flexible debt schedules for different sources of debt

Who is it for?

The course is suitable for anyone who wants to learn advanced financial modeling. Professionals working or aspiring to work in the field of investment banking, private equity, sovereign wealth funds, corporate finance, corporate banking and transaction advisory can enroll for this course.

Program Agenda

Introduction to M&A Modeling

Overview of a real life M&A transaction
Setting up a M&A Model: Calculating Sources and uses of funds

Preparing Pro forma Financial Statements

Introduction to M&A accounting
Goodwill
Accounting for sources and uses of funds
Forecasting acquirer & targets key financials
Consolidating financial statements

M&A Model output

EPS Accretion-Dilution Analysis
Contribution Analysis
Post transaction P/E requirement for breakeven

Analysis

Sensitivity Analysis using data tables

Introducing the case study company

Model design and structure for the case study company
Know the key model outputs and their drivers
Understand the requisite inputs
Developing cell styles for model transparency and review

Introduction to LBO Modeling

Understanding characteristics of a good LBO candidate
Forecasting the operating cash flows of the LBO target
Target’s enterprise value and uses of funds

Various Sources of Funds

Senior Debt (Term Loan A, B, etc.)
High yield , Mezzanine, PIK and Shareholder loan
Revolving line of credit

Analysis

Preparing flexible debt and interest repayment schedules for different sources of funding
Incorporating cash sweep in debt schedules and avoiding circularity
Calculating exit IRR and MOIC for the GP and analyzing the sources of value creation
Scenario and Sensitivity Analysis for analyzing LBO

Large global or regional LBO transaction

Large global or regional public M&A transaction

Our Expert Trainers

Rahul Sonthalia

AFM, CFA, CMA

Rahul Sonthalia

AFM, CFA, CMA

Rahul has more than 13 years of experience in the area of investment banking, equity research, macro-economic research, and training. He has been teaching financial modeling and investment banking courses in UK, Singapore, and the MENA region.

He has delivered advanced financial modeling related programs for Sovereign wealth funds and banks in the GCC and for large asset management companies in the UK and Singapore. He was a guest speaker on “Best Practices in Financial Modeling” at the Modeloff Global World Financial Modeling championship in London.

Shanin Thomas

CFA

Shanin Thomas

CFA

Shanin has over 10 years of work experience in equity research, portfolio management, investment banking, and financial modeling. He was a partner at Esta Capital, a boutique investment research and advisory firm. He also previously worked in JPMorgan’s Investment Banking Division in Mumbai and New York offices covering North American banks and asset management companies.

He has over 6 years of experience in CFA training and corporate training on programs such as Financial modeling, finance for non-finance, business valuation, equity research, value investing, and derivatives.

What Our Students Say

See All

60 months ago

Financial Modelling (2019) – Umar Masood

The course has been really detailed right from the steps to follow to the outcomes to expect. I would highly recommend the course to anyone that would like to learn about the practical application of financial models.

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60 months ago

Financial Modelling (2019) – Tichaona Maviyo

Rahul was exceptional! He ensured that he explained the concepts really well and I truly felt like I got more value than I paid for. I received financial modeling manuals, case studies, and beyond classroom support that has helped me develop models efficiently.

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43 months ago

Financial Modelling (2019) – Nikhil Kapoor

Rahul is a fantastic trainer who is very coherent and gets his ideas across perfectly. He takes his time to answer all questions in-depth and ensures we learn the concepts thoroughly. I would 100% recommend Kaplan Professional ME to everyone.

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41 months ago

Financial Modelling (2019) – Eva Reinerova

The trainers at Kaplan Professional ME are very understanding, knowledgeable, and patient. I have studied for the CMA and CFA courses, therefore I know the quality of the training team. They are very experienced in terms of industry and course expertise.

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