Mastering the Art of M&A: Valuing Companies with Excel-Based Financial Models
2-Day Executive Training | Live Online | Excel-Based | Real-Life Simulations
This highly interactive, real-life case-study-based course provides a deep dive into company valuation throughout its business life cycle. Participants will explore internationally recognized valuation models tailored to startups, high-growth entities, and mature companies. The programme includes analysis under various strategic scenarios, such as diversification into new industries.
A highlight of the course is ‘The GAME’ – a real-life simulation that challenges participants to apply valuation, deal structuring, and negotiation strategies to execute a successful acquisition. Excel-based financial modeling and real-world case applications are core to this learning experience.
- CFOs, CROs, and CEOs
- Vice Presidents and Finance Directors
- M&A Department Members
- Corporate Strategy Executives
- Investment Bankers, Financial Analysts and Auditors
- Professionals seeking advanced skills in valuation and deal structuring
Objectives
By the end of this course, participants will be able to:
- Apply valuation techniques for startups, asset-based, income-based, and discounted cash flow methods
- Use WACC and CAPM, and apply Risk-Adjusted WACC for cross-industry acquisitions
- Build and interpret financial models in Excel
- Develop negotiation strategies to optimize deal outcomes
- Understand the full M&A lifecycle from initiation to integration
- Navigate the sales process and avoid common pitfalls
- Explore management buyouts (MBOs) and related strategies
- Master the deal closing process and post-deal integration
Methodology
This course blends interactive instruction, Excel-based financial modeling, and real-life M&A case studies. Engaging presentations, illustrations, and ‘The GAME’ simulation will help participants master the technical and strategic elements of valuing and acquiring companies. Exercises are designed to reinforce both analytical modeling and negotiation skills.
Day 1: Mergers & Acquisitions – Valuation Fundamentals
- Risk-Adjusted WACC:
- Diversification into New Industries
- Applying Risk-Adjusted WACC
- Valuation Models and Real-Life Case Studies:
- Introduction to Company Valuation
- Startup Valuation Methods:
• Berkus Model with Excel Example
• Venture Capital Method – Mini Case Study
• Fixed Range Method
• Scorecard Valuation Method – Excel Example
• Cost to Duplicate Approach - NPV/WACC and Risk-Adjusted WACC – Mini Case Study in Excel
Day 2: Valuation Execution, Deal Simulation & Restructuring
- Discounted Cash Flow Techniques:
- Free Cash Flow to Firm/Equity – Mini Case Study in Excel
- Market Multiples:
- Earnings Multiplier Model (P/E) – Excel Case
- Enterprise Value (EV) – Excel Case
- Alternative Valuation Methods:
- Asset-Based Valuation – Example
- Dividend Discount Method – Example
- ‘The GAME’: Real-Life M&A Simulation:
- Acquisition Strategy and Negotiation Exercise
- Deal Structuring, Bidding, and Closing
- Corporate Reorganisation and Disinvestment:
- Reorganisation, Demerger, Divestment
- MBO vs. MBI – Real-Life Case Study with Financial Modeling in Excel
George Skordis - an experienced professional, currently a Group CFO of 15 companies and conducting Finance projects for the EY Academy’s clients. For specific projects in Advisory and Training, George collaborates with EY Academy to serve key clients.
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Access to articles and know-how is free of charge. Learn about our working methodology – transferring knowledge through real-life examples:
Mastering M&A - Strategies, Valuation & Real-World Insights
In this short but intensive training webinar you will discover how understanding M&A processes enables professionals to contribute meaningfully to key business initiatives, optimize resource allocation, and add value to organizational growth strategies.
Mergers & Acquisitions FREE Webinar - Using Financial Modelling for Comprehensive Company Valuation
In this short but intensive webinar we will show you how to use Financial Modelling to calculate all the necessary figures that we need in order to perform a concrete valuation of a company, a brief overview of the different valuation models and a brief overview when a company is diversifying into different industries.
Participants of this two-day workshop will receive 14 CPD (Continuous Professional Development) credit hours.
Our courses fulfil the requirements of the professional development schemes of international professional bodies such as ACCA, IIA, PMI®, etc.
