100% found this document useful (9 votes)
2K views133 pages

M&a Modeling Course - Wall Street Oasis

Uploaded by

Zeehenul Ishfaq
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
100% found this document useful (9 votes)
2K views133 pages

M&a Modeling Course - Wall Street Oasis

Uploaded by

Zeehenul Ishfaq
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
  • Module 1: Introduction
  • Module 2: The Big Picture
  • Module 3: M&A Players and Creation of the M&A Process
  • Module 4: Buyside Processes
  • Module 5: Sellside Processes
  • Module 6: Introduction to M&A Excel Section
  • Module 7: Nike Acquires Lululemon - Model Setup
  • Module 8: Nike Acquires Lululemon - Simplified Analysis
  • Module 9: Nike Acquires Lululemon - Detailed Analysis
  • Module 10: Nike Sells China Business Unit - Detailed Analysis
  • Module 11: Final Assessment

Table of Contents

1. Module 1: Introduction
  Intro and Welcome 1
  Why Learn This Material 2
  Course Pre-requisites 3
  Course Overview 4

2. Module 2: The Big Picture


  Who What Why When 5
  M&A Models 6
  Spotlight on Synergies 7
  Module 2 Quiz 8

3. Module 3: M&A Players and Creation of the M&A Process


  Key Players 9
  Investment Bank 101 10
  Types of MA Engagements 11
  Origin of MA Processes 12
  Pitchbooks 13
  Module 3 Quiz 14

4. Module 4: Buyside Processes


  Buyside Process Summary 15
  Stages of Buyside Process 16
  1st Stage Buyside Process 17
  2nd Stage Buyside Process 18
  Agreement on Price and Transaction Closing 19
  Module 4 Quiz 20
5. Module 5: Sellside Processes
  Sellside Processes 21
  Stages of a Sellside Process 22
  1st Stage Assessment and Process Set up 23
  2nd Stage Sellside Process 24
  3rd Stage Buyer Meetings and Diligence 25
  4th Stage Agreement on Price and Transaction Closing 26
  Module 5 Quiz 27

6. Module 6: Introduction to M&A Excel Section


  Introduction to M&A Excel Section 28
  Situation Overview 29
  M&A Model Overview 30
  M&A Model Excel Model 31
  Module 6 Quiz - M&A Course 32

7. Module 7: Nike Acquires Lululemon - Model Setup


  Module 7 Overview 33
  Module 7 Excel Model 34
  Building to Target Purchase Price - Introduction 35
  Building to Target Purchase Price - Core Concepts No. 1 36
  Building to Target Purchase Price - Core Concepts No. 2 37
  Building to Target Purchase Price - Excel Preview 38
  Building to Target Purchase Price - Excel Model 39
  Key Transaction Assumptions - Introduction 40
  Key Transaction Assumptions - Core Concepts 41
  Key Transaction Assumptions - Excel Preview 42
  Key Transaction Assumptions - Excel Module 43
  Financing Assumptions & Fees - Introduction 44
  Financing Assumptions & Fees - Core Concepts 45
  Financing Assumptions & Fees - Excel Preview 46
  Financing Assumptions & Fees - Excel Model 47
  Sources & Uses of Cash - Introduction 48
  Sources & Uses of Cash - Core Concepts 49
  Sources & Uses of Cash - Excel Preview 50
  Sources & Uses of Cash - Excel Model 51
  Asset Write Ups & Purchase Price Allocation - Introduction 52
  Asset Write Ups & Purchase Price Allocation - Core Concepts No. 1 53
  Asset Write Ups & Purchase Price Allocation - Core Concepts No. 2 54
  Asset Write Ups & Purchase Price Allocation - Ecxel Preview 55
  Asset Write Ups & Purchase Price Allocation - Excel Model 56
  Module 7 Review & Summary - Overview 57
  Module 7 Quiz - M&A Course 58

8. Module 8: Nike Acquires Lululemon - Simplified Analysis


  Module 8 Overview 59
  Module 8 Excel Model 60
  Simplified Balance Sheet adjustments - Introduction 61
  Simplified Balance Sheet adjustments - Core Concepts 62
  Simplified Balance Sheet adjustments - Excel Preview 63
  Simplified Balance Sheet adjustments - Excel Model 64
  Simplified Income, Synergies, & Transaction Adjustments - Introduction 65
  Simplified Income, Synergies, & Transaction Adjustments - Core Concepts 66
  Simplified Income, Synergies, & Transaction Adjustments - Excel Preview 67
  Simplified Income, Synergies, & Transaction Adjustments - Excel Model #1 68
  Simplified Income, Synergies, & Transaction Adjustments - Excel Model #2 69
  Accretion / Dilution Analysis-Introduction 70
  Accretion / Dilution Analysis-Core Concepts 71
  Accretion / Dilution Analysis-Excel Preview 72
  Accretion / Dilution Analysis-Excel Model 73
  Module 8 Review & Summary-Overview 74
  Module 8 Quiz - M&A Course 75
  Module 8 Review & Summary-Excel Model 76

9. Module 9: Nike Acquires Lululemon - Detailed Analysis


  Module 9 Overview 77
  Module 9 Excel Model 78
  Income Statement - Introduction 79
  Income Statement - Core Concepts 80
  Income Statement - Excel Preview 81
  Income Statement - Excel Model #1 82
  Income Statement - Excel Model #2 83
  Working Capital Schedule & Cash Flow Statement - Introduction 84
  Working Capital Schedule & Cash Flow Statement - Core Concepts 85
  Working Capital Schedule & Cash Flow Statement - Excel Preview 86
  Working Capital Schedule & Cash Flow Statement -Excel Model #1 87
  Working Capital Schedule & Cash Flow Statement -Excel Model #2 88
  Debt & Interest Schedule - Introduction 89
  Debt & Interest Schedule -Core Concepts 90
  Debt & Interest Schedule -Excel Preview 91
  Debt & Interest Schedule- Excel Model #1 92
  Debt & Interest Schedule- Excel Model #2 93
  Credit Metrics & Balance Sheet - Introduction 94
  Credit Metrics & Balance Sheet- Core Concepts 95
  Credit Metrics & Balance Sheet-Excel Preview 96
  Credit Metrics & Balance Sheet-Excel Model #1 97
  Credit Metrics & Balance Sheet-Excel Model #2 98
  Tax Schedule- Introduction 99
  Tax Schedule- Core Concepts 100
  Tax Schedule-Excel Preview 101
  Tax Schedule-Excel Model #1 102
  Tax Schedule-Excel Model #2 103
  Tax Schedule-Excel Model #3 104
  Accretion / Dilution Analysis- Introduction 105
  Accretion / Dilution Analysis- Excel Preview 106
  Accretion / Dilution Analysis- Excel Model 107
  Sensitivity Tables- Introduction 108
  Sensitivity Tables- Core Concepts 109
  Sensitivity Tables- Excel Preview 110
  Sensitivity Tables- Excel Model 111
  Module 9 Review & Summary - Overview 112
  Module 9 Review & Summary- Excel Model 113
  Module 9 Quiz - M&A Course 114

10. Module 10: Nike Sells China Business Unit - Detailed Analysis
  Module 10 Overview 115
  Module 10 Excel Model 116
  Key Assumptions & Asset Sale Price - Introduction 117
  Key Assumptions & Asset Sale Price - Core Concepts 118
  Key Assumptions & Asset Sale Price - Excel Preview 119
  Key Assumptions & Asset Sale Price - Excel Model 120
  Model Walk-Through & Accretion / Dilution Analysis - Introduction 121
  Model Walk-Through & Accretion / Dilution Analysis - Excel Preview 122
  Model Walk-Through & Accretion / Dilution Analysis - Excel Model 123
  Closing Thoughts 124
  Module 10 Quiz - M&A Course 125

11. Module 11: Final Assessment


  Final Assessment 126
Module 1: Introduction
Intro and Welcome

Intro and Welcome

Watch video at [Link]


introduction/intro-and-welcome

Licensed to: [Link]


Zihan zeehenul@[Link] 1 © 2022 IB Oasis Corp.
Module 1: Introduction
Why Learn This Material

Why Learn This Material

Watch video at [Link]


introduction/why-learn-this-material

Licensed to: [Link]


Zihan zeehenul@[Link] 2 © 2022 IB Oasis Corp.
Module 1: Introduction
Course Pre-requisites

Course Pre-requisites

Watch video at [Link]


introduction/course-pre-requisites

Licensed to: [Link]


Zihan zeehenul@[Link] 3 © 2022 IB Oasis Corp.
Module 1: Introduction
Course Overview

Course Overview

Watch video at [Link]


introduction/course-overview

Licensed to: [Link]


Zihan zeehenul@[Link] 4 © 2022 IB Oasis Corp.
Module 2: The Big Picture
Who What Why When

Who What Why When

Watch video at [Link]


picture/who-what-why-when

Licensed to: [Link]


Zihan zeehenul@[Link] 5 © 2022 IB Oasis Corp.
Module 2: The Big Picture
M&A Models

M&A Models

Watch video at [Link]


picture/ma-models

Licensed to: [Link]


Zihan zeehenul@[Link] 6 © 2022 IB Oasis Corp.
Module 2: The Big Picture
Spotlight on Synergies

Spotlight on Synergies

Watch video at [Link]


picture/spotlight-on-synergies

Licensed to: [Link]


Zihan zeehenul@[Link] 7 © 2022 IB Oasis Corp.
Module 2: The Big Picture
Module 2 Quiz

Module 2 Quiz

M&A Modeling Course Module 2 Quiz

Total questions: 5

Quiz

Start attempt

Licensed to: [Link]


Zihan zeehenul@[Link] 8 © 2022 IB Oasis Corp.
Module 3: M&A Players and Creation of the M&A Process
Key Players

Key Players

Watch video at [Link]


and-creation-of-the-ma-process/key-players

Licensed to: [Link]


Zihan zeehenul@[Link] 9 © 2022 IB Oasis Corp.
Module 3: M&A Players and Creation of the M&A Process
Investment Bank 101

Investment Bank 101

Watch video at [Link]


and-creation-of-the-ma-process/investment-bank-101

Licensed to: [Link]


Zihan zeehenul@[Link] 10 © 2022 IB Oasis Corp.
Module 3: M&A Players and Creation of the M&A Process
Types of MA Engagements

Types of MA Engagements

Watch video at [Link]


and-creation-of-the-ma-process/types-of-ma

Licensed to: [Link]


Zihan zeehenul@[Link] 11 © 2022 IB Oasis Corp.
Module 3: M&A Players and Creation of the M&A Process
Origin of MA Processes

Origin of MA Processes

Watch video at [Link]


and-creation-of-the-ma-process/origin-of-ma

Licensed to: [Link]


Zihan zeehenul@[Link] 12 © 2022 IB Oasis Corp.
Module 3: M&A Players and Creation of the M&A Process
Pitchbooks

Pitchbooks

Watch video at [Link]


and-creation-of-the-ma-process/pitchbooks

Licensed to: [Link]


Zihan zeehenul@[Link] 13 © 2022 IB Oasis Corp.
Module 3: M&A Players and Creation of the M&A Process
Module 3 Quiz

Module 3 Quiz

M&A Modeling Course Module 3 Quiz

Total questions: 5

Quiz

Start attempt

Licensed to: [Link]


Zihan zeehenul@[Link] 14 © 2022 IB Oasis Corp.
Module 4: Buyside Processes
Buyside Process Summary

Buyside Process Summary

Watch video at [Link]


processes/buyside-process-summary

Licensed to: [Link]


Zihan zeehenul@[Link] 15 © 2022 IB Oasis Corp.
Module 4: Buyside Processes
Stages of Buyside Process

Stages of Buyside Process

Watch video at [Link]


processes/stages-of-buyside-process

Licensed to: [Link]


Zihan zeehenul@[Link] 16 © 2022 IB Oasis Corp.
Module 4: Buyside Processes
1st Stage Buyside Process

1st Stage Buyside Process

Watch video at [Link]


processes/1st-stage-buyside-process

Licensed to: [Link]


Zihan zeehenul@[Link] 17 © 2022 IB Oasis Corp.
Module 4: Buyside Processes
2nd Stage Buyside Process

2nd Stage Buyside Process

Watch video at [Link]


processes/2nd-stage-buyside-process

Licensed to: [Link]


Zihan zeehenul@[Link] 18 © 2022 IB Oasis Corp.
Module 4: Buyside Processes
Agreement on Price and Transaction Closing

Agreement on Price and Transaction Closing

Watch video at [Link]


processes/agreement-on-price-and-transaction-closing

Licensed to: [Link]


Zihan zeehenul@[Link] 19 © 2022 IB Oasis Corp.
Module 4: Buyside Processes
Module 4 Quiz

Module 4 Quiz

M&A Modeling Course Module 4 Quiz

Total questions: 3

Quiz

Start attempt

Licensed to: [Link]


Zihan zeehenul@[Link] 20 © 2022 IB Oasis Corp.
Module 5: Sellside Processes
Sellside Processes

Sellside Processes

Watch video at [Link]


processes/sellside-processes

Licensed to: [Link]


Zihan zeehenul@[Link] 21 © 2022 IB Oasis Corp.
Module 5: Sellside Processes
Stages of a Sellside Process

Stages of a Sellside Process

Watch video at [Link]


processes/stages-of-a-sellside-process

Licensed to: [Link]


Zihan zeehenul@[Link] 22 © 2022 IB Oasis Corp.
Module 5: Sellside Processes
1st Stage Assessment and Process Set up

1st Stage Assessment and Process Set up

Watch video at [Link]


processes/1st-stage-assessment-and-process-set-up

Licensed to: [Link]


Zihan zeehenul@[Link] 23 © 2022 IB Oasis Corp.
Module 5: Sellside Processes
2nd Stage Sellside Process

2nd Stage Sellside Process

Watch video at [Link]


processes/2nd-stage-sellside-process

Licensed to: [Link]


Zihan zeehenul@[Link] 24 © 2022 IB Oasis Corp.
Module 5: Sellside Processes
3rd Stage Buyer Meetings and Diligence

3rd Stage Buyer Meetings and Diligence

Watch video at [Link]


processes/3rd-stage-buyer-meetings-and-diligence

Licensed to: [Link]


Zihan zeehenul@[Link] 25 © 2022 IB Oasis Corp.
Module 5: Sellside Processes
4th Stage Agreement on Price and Transaction Closing

4th Stage Agreement on Price and Transaction Closing

Watch video at [Link]


processes/4th-stage-agreement-on-price-and-transaction

Licensed to: [Link]


Zihan zeehenul@[Link] 26 © 2022 IB Oasis Corp.
Module 5: Sellside Processes
Module 5 Quiz

Module 5 Quiz

M&A Modeling Course Module 5 Quiz

Total questions: 3

Quiz

Start attempt

Licensed to: [Link]


Zihan zeehenul@[Link] 27 © 2022 IB Oasis Corp.
Module 6: Introduction to M&A Excel Section
Introduction to M&A Excel Section

Introduction to M&A Excel Section

Watch video at [Link]


transaction-assumptions-and-sources-uses/rationale

Licensed to: [Link]


Zihan zeehenul@[Link] 28 © 2022 IB Oasis Corp.
Module 6: Introduction to M&A Excel Section
Situation Overview

Situation Overview

Watch video at [Link]


transaction-assumptions-and-sources-uses/building-to

Licensed to: [Link]


Zihan zeehenul@[Link] 29 © 2022 IB Oasis Corp.
Module 6: Introduction to M&A Excel Section
M&A Model Overview

M&A Model Overview

Watch video at [Link]


transaction-assumptions-and-sources-uses/acquiring

Licensed to: [Link]


Zihan zeehenul@[Link] 30 © 2022 IB Oasis Corp.
Module 6: Introduction to M&A Excel Section
M&A Model Excel Model

M&A Model Excel Model

Watch video at [Link]


transaction-assumptions-and-sources-uses/overview-of

Licensed to: [Link]


Zihan zeehenul@[Link] 31 © 2022 IB Oasis Corp.
Module 6: Introduction to M&A Excel Section
Module 6 Quiz - M&A Course

Module 6 Quiz - M&A Course

Module 6 Quiz

Total questions: 5

Module 6 Quiz - M&A Course

Start attempt

Licensed to: [Link]


Zihan zeehenul@[Link] 32 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Module 7 Overview

Module 7 Overview

Watch video at [Link]


sheet-and-transaction-adjustments/intro-to-ma-purchase

Licensed to: [Link]


Zihan zeehenul@[Link] 33 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Module 7 Excel Model

Module 7 Excel Model

Watch video at [Link]


sheet-and-transaction-adjustments/steps-for-purchase

Licensed to: [Link]


Zihan zeehenul@[Link] 34 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Building to Target Purchase Price - Introduction

Building to Target Purchase Price - Introduction

Watch video at [Link]


sheet-and-transaction-adjustments/stock-sales-vs-asset

Licensed to: [Link]


Zihan zeehenul@[Link] 35 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Building to Target Purchase Price - Core Concepts No. 1

Building to Target Purchase Price - Core Concepts No. 1

Watch video at [Link]


sheet-and-transaction-adjustments/deferred-taxes-in-a

Licensed to: [Link]


Zihan zeehenul@[Link] 36 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Building to Target Purchase Price - Core Concepts No. 2

Building to Target Purchase Price - Core Concepts No. 2

Watch video at [Link]


sheet-and-transaction-adjustments/modeling-asset-write

Licensed to: [Link]


Zihan zeehenul@[Link] 37 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Building to Target Purchase Price - Excel Preview

Building to Target Purchase Price - Excel Preview

Watch video at [Link]


sheet-and-transaction-adjustments/calculate-goodwill

Licensed to: [Link]


Zihan zeehenul@[Link] 38 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Building to Target Purchase Price - Excel Model

Building to Target Purchase Price - Excel Model

Watch video at [Link]


target-purchase-price-excel-model

Licensed to: [Link]


Zihan zeehenul@[Link] 39 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Key Transaction Assumptions - Introduction

Key Transaction Assumptions - Introduction

Watch video at [Link]


sheet-and-transaction-adjustments/proforma-balance

Licensed to: [Link]


Zihan zeehenul@[Link] 40 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Key Transaction Assumptions - Core Concepts

Key Transaction Assumptions - Core Concepts

Watch video at [Link]


sheet-and-transaction-adjustments/proforma-balance-0

Licensed to: [Link]


Zihan zeehenul@[Link] 41 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Key Transaction Assumptions - Excel Preview

Key Transaction Assumptions - Excel Preview

Watch video at [Link]


transaction-assumptions-core-concepts-cloned

Licensed to: [Link]


Zihan zeehenul@[Link] 42 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Key Transaction Assumptions - Excel Module

Key Transaction Assumptions - Excel Module

Watch video at [Link]


transaction-assumptions-excel-module

Licensed to: [Link]


Zihan zeehenul@[Link] 43 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Financing Assumptions & Fees - Introduction

Financing Assumptions & Fees - Introduction

Watch video at [Link]


assumptions-fees-introduction

Licensed to: [Link]


Zihan zeehenul@[Link] 44 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Financing Assumptions & Fees - Core Concepts

Financing Assumptions & Fees - Core Concepts

Watch video at [Link]


assumptions-fees-core-concepts

Licensed to: [Link]


Zihan zeehenul@[Link] 45 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Financing Assumptions & Fees - Excel Preview

Financing Assumptions & Fees - Excel Preview

Watch video at [Link]


assumptions-fees-excel-preview

Licensed to: [Link]


Zihan zeehenul@[Link] 46 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Financing Assumptions & Fees - Excel Model

Financing Assumptions & Fees - Excel Model

Watch video at [Link]


assumptions-fees-excel-model

Licensed to: [Link]


Zihan zeehenul@[Link] 47 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Sources & Uses of Cash - Introduction

Sources & Uses of Cash - Introduction

Watch video at [Link]


uses-of-cash-introduction

Licensed to: [Link]


Zihan zeehenul@[Link] 48 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Sources & Uses of Cash - Core Concepts

Sources & Uses of Cash - Core Concepts

Watch video at [Link]


uses-of-cash-core-concepts

Licensed to: [Link]


Zihan zeehenul@[Link] 49 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Sources & Uses of Cash - Excel Preview

Sources & Uses of Cash - Excel Preview

Watch video at [Link]


uses-of-cash-excel-preview

Licensed to: [Link]


Zihan zeehenul@[Link] 50 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Sources & Uses of Cash - Excel Model

Sources & Uses of Cash - Excel Model

Watch video at [Link]


uses-of-cash-excel-model

Licensed to: [Link]


Zihan zeehenul@[Link] 51 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Asset Write Ups & Purchase Price Allocation - Introduction

Asset Write Ups & Purchase Price Allocation - Introduction

Watch video at [Link]


ups-purchase-price-allocation

Licensed to: [Link]


Zihan zeehenul@[Link] 52 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Asset Write Ups & Purchase Price Allocation - Core Concepts No. 1

Asset Write Ups & Purchase Price Allocation - Core Concepts No. 1

Watch video at [Link]


ups-purchase-price-allocation-0

Licensed to: [Link]


Zihan zeehenul@[Link] 53 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Asset Write Ups & Purchase Price Allocation - Core Concepts No. 2

Asset Write Ups & Purchase Price Allocation - Core Concepts No. 2

Watch video at [Link]


ups-purchase-price-allocation-1

Licensed to: [Link]


Zihan zeehenul@[Link] 54 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Asset Write Ups & Purchase Price Allocation - Ecxel Preview

Asset Write Ups & Purchase Price Allocation - Ecxel Preview

Watch video at [Link]


ups-purchase-price-allocation-3

Licensed to: [Link]


Zihan zeehenul@[Link] 55 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Asset Write Ups & Purchase Price Allocation - Excel Model

Asset Write Ups & Purchase Price Allocation - Excel Model

Watch video at [Link]


ups-purchase-price-allocation-2

Licensed to: [Link]


Zihan zeehenul@[Link] 56 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Module 7 Review & Summary - Overview

Module 7 Review & Summary - Overview

Watch video at [Link]


review-summary

Licensed to: [Link]


Zihan zeehenul@[Link] 57 © 2022 IB Oasis Corp.
Module 7: Nike Acquires Lululemon - Model Setup
Module 7 Quiz - M&A Course

Module 7 Quiz - M&A Course

M&A Modeling Course Module 7 Quiz v2

Total questions: 5

M&A Modeling Course Module 7 Quiz

Start attempt

Licensed to: [Link]


Zihan zeehenul@[Link] 58 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Module 8 Overview

Module 8 Overview

Watch video at [Link]


dilution/estimating-synergies

Licensed to: [Link]


Zihan zeehenul@[Link] 59 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Module 8 Excel Model

Module 8 Excel Model

Watch video at [Link]


dilution/executing-simple-accretion-dilution-analysis

Licensed to: [Link]


Zihan zeehenul@[Link] 60 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Simplified Balance Sheet adjustments - Introduction

Simplified Balance Sheet adjustments - Introduction

Watch video at [Link]


dilution/setting-up-a-simple-accretion-dilution

Licensed to: [Link]


Zihan zeehenul@[Link] 61 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Simplified Balance Sheet adjustments - Core Concepts

Simplified Balance Sheet adjustments - Core Concepts

Watch video at [Link]


balance-sheet-adjustments-core-concepts

Licensed to: [Link]


Zihan zeehenul@[Link] 62 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Simplified Balance Sheet adjustments - Excel Preview

Simplified Balance Sheet adjustments - Excel Preview

Watch video at [Link]


balance-sheet-adjustments-excel-preview

Licensed to: [Link]


Zihan zeehenul@[Link] 63 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Simplified Balance Sheet adjustments - Excel Model

Simplified Balance Sheet adjustments - Excel Model

Watch video at [Link]


balance-sheet-adjustments-excel-model

Licensed to: [Link]


Zihan zeehenul@[Link] 64 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Simplified Income, Synergies, & Transaction Adjustments - Introduction

Simplified Income, Synergies, & Transaction Adjustments - Introduction

Watch video at [Link]


income-synergies-transaction-adjustments

Licensed to: [Link]


Zihan zeehenul@[Link] 65 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Simplified Income, Synergies, & Transaction Adjustments - Core Concepts

Simplified Income, Synergies, & Transaction Adjustments - Core Concepts

Watch video at [Link]


income-synergies-transaction-adjustments-core

Licensed to: [Link]


Zihan zeehenul@[Link] 66 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Simplified Income, Synergies, & Transaction Adjustments - Excel Preview

Simplified Income, Synergies, & Transaction Adjustments - Excel Preview

Watch video at [Link]


income-synergies-transaction-adjustments-excel

Licensed to: [Link]


Zihan zeehenul@[Link] 67 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Simplified Income, Synergies, & Transaction Adjustments - Excel Model #1

Simplified Income, Synergies, & Transaction Adjustments - Excel Model #1

Watch video at [Link]


income-synergies-transaction-adjustments-excel-model

Licensed to: [Link]


Zihan zeehenul@[Link] 68 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Simplified Income, Synergies, & Transaction Adjustments - Excel Model #2

Simplified Income, Synergies, & Transaction Adjustments - Excel Model #2

Watch video at [Link]


income-synergies-transaction-adjustments-excel-0

Licensed to: [Link]


Zihan zeehenul@[Link] 69 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Accretion / Dilution Analysis-Introduction

Accretion / Dilution Analysis-Introduction

Watch video at [Link]


dilution-analysis-introduccion

Licensed to: [Link]


Zihan zeehenul@[Link] 70 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Accretion / Dilution Analysis-Core Concepts

Accretion / Dilution Analysis-Core Concepts

Watch video at [Link]


dilution-analysis-core-concepts

Licensed to: [Link]


Zihan zeehenul@[Link] 71 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Accretion / Dilution Analysis-Excel Preview

Accretion / Dilution Analysis-Excel Preview

Watch video at [Link]


dilution-analysis-excel-preview

Licensed to: [Link]


Zihan zeehenul@[Link] 72 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Accretion / Dilution Analysis-Excel Model

Accretion / Dilution Analysis-Excel Model

Watch video at [Link]


dilution-analysis-excel-model

Licensed to: [Link]


Zihan zeehenul@[Link] 73 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Module 8 Review & Summary-Overview

Module 8 Review & Summary-Overview

Watch video at [Link]


review-summary-overview-0

Licensed to: [Link]


Zihan zeehenul@[Link] 74 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Module 8 Quiz - M&A Course

Module 8 Quiz - M&A Course

M&A Modeling Course Module 8 Quiz V2

Total questions: 5

M&A Modeling Course Module 8 Quiz

Start attempt

Licensed to: [Link]


Zihan zeehenul@[Link] 75 © 2022 IB Oasis Corp.
Module 8: Nike Acquires Lululemon - Simplified Analysis
Module 8 Review & Summary-Excel Model

Module 8 Review & Summary-Excel Model

Watch video at [Link]


review-summary-excel-model-0

Licensed to: [Link]


Zihan zeehenul@[Link] 76 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Module 9 Overview

Module 9 Overview

Watch video at [Link]


overview

Licensed to: [Link]


Zihan zeehenul@[Link] 77 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Module 9 Excel Model

Module 9 Excel Model

Watch video at [Link]


excel-model

Licensed to: [Link]


Zihan zeehenul@[Link] 78 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Income Statement - Introduction

Income Statement - Introduction

Watch video at [Link]


statement

Licensed to: [Link]


Zihan zeehenul@[Link] 79 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Income Statement - Core Concepts

Income Statement - Core Concepts

Watch video at [Link]


statement-core-concepts

Licensed to: [Link]


Zihan zeehenul@[Link] 80 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Income Statement - Excel Preview

Income Statement - Excel Preview

Watch video at [Link]


statement-excel-preview

Licensed to: [Link]


Zihan zeehenul@[Link] 81 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Income Statement - Excel Model #1

Income Statement - Excel Model #1

Watch video at [Link]


statement-excel-model-1

Licensed to: [Link]


Zihan zeehenul@[Link] 82 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Income Statement - Excel Model #2

Income Statement - Excel Model #2

Watch video at [Link]


statement-excel-model-2

Licensed to: [Link]


Zihan zeehenul@[Link] 83 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Working Capital Schedule & Cash Flow Statement - Introduction

Working Capital Schedule & Cash Flow Statement - Introduction

Watch video at [Link]


capital-schedule-cash-flow-statement-introduction

Licensed to: [Link]


Zihan zeehenul@[Link] 84 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Working Capital Schedule & Cash Flow Statement - Core Concepts

Working Capital Schedule & Cash Flow Statement - Core Concepts

Watch video at [Link]


capital-schedule-cash-flow-statement-core-concepts

Licensed to: [Link]


Zihan zeehenul@[Link] 85 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Working Capital Schedule & Cash Flow Statement - Excel Preview

Working Capital Schedule & Cash Flow Statement - Excel Preview

Watch video at [Link]


capital-schedule-cash-flow-statement-excel-preview

Licensed to: [Link]


Zihan zeehenul@[Link] 86 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Working Capital Schedule & Cash Flow Statement -Excel Model #1

Working Capital Schedule & Cash Flow Statement -Excel Model #1

Watch video at [Link]


capital-schedule-cash-flow-statement-excel-model-1

Licensed to: [Link]


Zihan zeehenul@[Link] 87 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Working Capital Schedule & Cash Flow Statement -Excel Model #2

Working Capital Schedule & Cash Flow Statement -Excel Model #2

Watch video at [Link]


capital-schedule-cash-flow-statement-excel-model-2

Licensed to: [Link]


Zihan zeehenul@[Link] 88 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Debt & Interest Schedule - Introduction

Debt & Interest Schedule - Introduction

Watch video at [Link]


interest-schedule-introduction

Licensed to: [Link]


Zihan zeehenul@[Link] 89 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Debt & Interest Schedule -Core Concepts

Debt & Interest Schedule -Core Concepts

Watch video at [Link]


interest-schedule-core-concepts

Licensed to: [Link]


Zihan zeehenul@[Link] 90 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Debt & Interest Schedule -Excel Preview

Debt & Interest Schedule -Excel Preview

Watch video at [Link]


interest-schedule-excel-preview

Licensed to: [Link]


Zihan zeehenul@[Link] 91 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Debt & Interest Schedule- Excel Model #1

Debt & Interest Schedule- Excel Model #1

Watch video at [Link]


interest-schedule-excel-model-1

Licensed to: [Link]


Zihan zeehenul@[Link] 92 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Debt & Interest Schedule- Excel Model #2

Debt & Interest Schedule- Excel Model #2

Watch video at [Link]


interest-schedule-excel-model-2

Licensed to: [Link]


Zihan zeehenul@[Link] 93 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Credit Metrics & Balance Sheet - Introduction

Credit Metrics & Balance Sheet - Introduction

Watch video at [Link]


metrics-balance-sheet-introduction

Licensed to: [Link]


Zihan zeehenul@[Link] 94 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Credit Metrics & Balance Sheet- Core Concepts

Credit Metrics & Balance Sheet- Core Concepts

Watch video at [Link]


metrics-balance-sheet-core-concepts

Licensed to: [Link]


Zihan zeehenul@[Link] 95 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Credit Metrics & Balance Sheet-Excel Preview

Credit Metrics & Balance Sheet-Excel Preview

Watch video at [Link]


metrics-balance-sheet-excel-preview

Licensed to: [Link]


Zihan zeehenul@[Link] 96 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Credit Metrics & Balance Sheet-Excel Model #1

Credit Metrics & Balance Sheet-Excel Model #1

Watch video at [Link]


metrics-balance-sheet-excel-model-1

Licensed to: [Link]


Zihan zeehenul@[Link] 97 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Credit Metrics & Balance Sheet-Excel Model #2

Credit Metrics & Balance Sheet-Excel Model #2

Watch video at [Link]


metrics-balance-sheet-excel-model-2

Licensed to: [Link]


Zihan zeehenul@[Link] 98 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Tax Schedule- Introduction

Tax Schedule- Introduction

Watch video at [Link]


schedule-introduction

Licensed to: [Link]


Zihan zeehenul@[Link] 99 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Tax Schedule- Core Concepts

Tax Schedule- Core Concepts

Watch video at [Link]


schedule-core-concepts

Licensed to: [Link]


Zihan zeehenul@[Link] 100 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Tax Schedule-Excel Preview

Tax Schedule-Excel Preview

Watch video at [Link]


schedule-excel-preview

Licensed to: [Link]


Zihan zeehenul@[Link] 101 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Tax Schedule-Excel Model #1

Tax Schedule-Excel Model #1

Watch video at [Link]


schedule-excel-model-1

Licensed to: [Link]


Zihan zeehenul@[Link] 102 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Tax Schedule-Excel Model #2

Tax Schedule-Excel Model #2

Watch video at [Link]


schedule-excel-model-2

Licensed to: [Link]


Zihan zeehenul@[Link] 103 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Tax Schedule-Excel Model #3

Tax Schedule-Excel Model #3

Watch video at [Link]


schedule-excel-model-3

Licensed to: [Link]


Zihan zeehenul@[Link] 104 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Accretion / Dilution Analysis- Introduction

Accretion / Dilution Analysis- Introduction

Watch video at [Link]


dilution-analysis-introduction

Licensed to: [Link]


Zihan zeehenul@[Link] 105 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Accretion / Dilution Analysis- Excel Preview

Accretion / Dilution Analysis- Excel Preview

Watch video at [Link]


dilution-analysis-excel-preview

Licensed to: [Link]


Zihan zeehenul@[Link] 106 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Accretion / Dilution Analysis- Excel Model

Accretion / Dilution Analysis- Excel Model

Watch video at [Link]


dilution-analysis-excel-model

Licensed to: [Link]


Zihan zeehenul@[Link] 107 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Sensitivity Tables- Introduction

Sensitivity Tables- Introduction

Watch video at [Link]


tables-introduction

Licensed to: [Link]


Zihan zeehenul@[Link] 108 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Sensitivity Tables- Core Concepts

Sensitivity Tables- Core Concepts

Watch video at [Link]


tables-core-concepts

Licensed to: [Link]


Zihan zeehenul@[Link] 109 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Sensitivity Tables- Excel Preview

Sensitivity Tables- Excel Preview

Watch video at [Link]


tables-excel-preview

Licensed to: [Link]


Zihan zeehenul@[Link] 110 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Sensitivity Tables- Excel Model

Sensitivity Tables- Excel Model

Watch video at [Link]


tables-excel-model

Licensed to: [Link]


Zihan zeehenul@[Link] 111 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Module 9 Review & Summary - Overview

Module 9 Review & Summary - Overview

Watch video at [Link]


review-summary-overview

Licensed to: [Link]


Zihan zeehenul@[Link] 112 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Module 9 Review & Summary- Excel Model

Module 9 Review & Summary- Excel Model

Watch video at [Link]


review-summary-excel-model

Licensed to: [Link]


Zihan zeehenul@[Link] 113 © 2022 IB Oasis Corp.
Module 9: Nike Acquires Lululemon - Detailed Analysis
Module 9 Quiz - M&A Course

Module 9 Quiz - M&A Course

M&A Modeling Course Module 9 Quiz V2

Total questions: 5

M&A Modeling Course Module 9 Quiz V2

Start attempt

Licensed to: [Link]


Zihan zeehenul@[Link] 114 © 2022 IB Oasis Corp.
Module 10: Nike Sells China Business Unit - Detailed Analysis
Module 10 Overview

Module 10 Overview

Watch video at [Link]


analysis/sensitivity-tables

Licensed to: [Link]


Zihan zeehenul@[Link] 115 © 2022 IB Oasis Corp.
Module 10: Nike Sells China Business Unit - Detailed Analysis
Module 10 Excel Model

Module 10 Excel Model

Watch video at [Link]


10-excel-model

Licensed to: [Link]


Zihan zeehenul@[Link] 116 © 2022 IB Oasis Corp.
Module 10: Nike Sells China Business Unit - Detailed Analysis
Key Assumptions & Asset Sale Price - Introduction

Key Assumptions & Asset Sale Price - Introduction

Watch video at [Link]


analysis/intro-to-sensitivity-tables

Licensed to: [Link]


Zihan zeehenul@[Link] 117 © 2022 IB Oasis Corp.
Module 10: Nike Sells China Business Unit - Detailed Analysis
Key Assumptions & Asset Sale Price - Core Concepts

Key Assumptions & Asset Sale Price - Core Concepts

Watch video at [Link]


assumptions-asset-sale-price-core-concepts

Licensed to: [Link]


Zihan zeehenul@[Link] 118 © 2022 IB Oasis Corp.
Module 10: Nike Sells China Business Unit - Detailed Analysis
Key Assumptions & Asset Sale Price - Excel Preview

Key Assumptions & Asset Sale Price - Excel Preview

Watch video at [Link]


assumptions-asset-sale-price-excel-preview

Licensed to: [Link]


Zihan zeehenul@[Link] 119 © 2022 IB Oasis Corp.
Module 10: Nike Sells China Business Unit - Detailed Analysis
Key Assumptions & Asset Sale Price - Excel Model

Key Assumptions & Asset Sale Price - Excel Model

Watch video at [Link]


assumptions-asset-sale-price-excel-model

Licensed to: [Link]


Zihan zeehenul@[Link] 120 © 2022 IB Oasis Corp.
Module 10: Nike Sells China Business Unit - Detailed Analysis
Model Walk-Through & Accretion / Dilution Analysis - Introduction

Model Walk-Through & Accretion / Dilution Analysis - Introduction

Watch video at [Link]


walk-through-accretion-dilution-analysis-introduction

Licensed to: [Link]


Zihan zeehenul@[Link] 121 © 2022 IB Oasis Corp.
Module 10: Nike Sells China Business Unit - Detailed Analysis
Model Walk-Through & Accretion / Dilution Analysis - Excel Preview

Model Walk-Through & Accretion / Dilution Analysis - Excel Preview

Watch video at [Link]


walk-through-accretion-dilution-analysis-excel-preview

Licensed to: [Link]


Zihan zeehenul@[Link] 122 © 2022 IB Oasis Corp.
Module 10: Nike Sells China Business Unit - Detailed Analysis
Model Walk-Through & Accretion / Dilution Analysis - Excel Model

Model Walk-Through & Accretion / Dilution Analysis - Excel Model

Watch video at [Link]


walk-through-accretion-dilution-analysis-excel-model

Licensed to: [Link]


Zihan zeehenul@[Link] 123 © 2022 IB Oasis Corp.
Module 10: Nike Sells China Business Unit - Detailed Analysis
Closing Thoughts

Closing Thoughts

Watch video at [Link]


thoughts

Licensed to: [Link]


Zihan zeehenul@[Link] 124 © 2022 IB Oasis Corp.
Module 10: Nike Sells China Business Unit - Detailed Analysis
Module 10 Quiz - M&A Course

Module 10 Quiz - M&A Course

M&A Modeling Course Module 10 Quiz V2

Total questions: 5

M&A Modeling Course Module 10 Quiz V2

Start attempt

Licensed to: [Link]


Zihan zeehenul@[Link] 125 © 2022 IB Oasis Corp.
Module 11: Final Assessment
Final Assessment

Final Assessment

M&A Modeling Course - Final Assessment

Total questions: 50

Final Assessment

Start attempt

Licensed to: [Link]


Zihan zeehenul@[Link] 126 © 2022 IB Oasis Corp.

Powered
Powered
by TCPDF
by TCPDF
([Link])
([Link])

Table of Contents
1.
Module 1: Introduction
 
Intro and Welcome
1
 
Why Learn This Material
2
 
Course Pre-requisites
3
 
C
5.
Module 5: Sellside Processes
 
Sellside Processes
21
 
Stages of a Sellside Process
22
 
1st Stage Assessment and Proces
 
Financing Assumptions & Fees - Core Concepts
45
 
Financing Assumptions & Fees - Excel Preview
46
 
Financing Assumptions
 
Accretion / Dilution Analysis-Excel Model
73
 
Module 8 Review & Summary-Overview
74
 
Module 8 Quiz - M&A Course
75
 
Mo
 
Tax Schedule-Excel Preview
101
 
Tax Schedule-Excel Model #1
102
 
Tax Schedule-Excel Model #2
103
 
Tax Schedule-Excel M
(https://www.wallstreetoasis.com/courses/ma-modeling-course/module-1-introduction/intro-and-welcome) 
WallStreetOasis.com
©
(https://www.wallstreetoasis.com/courses/ma-modeling-course/module-1-introduction/why-learn-this-material) 
WallStreetOasis.
(https://www.wallstreetoasis.com/courses/ma-modeling-course/module-1-introduction/course-pre-requisites) 
WallStreetOasis.co

You might also like