M&A Analysis Excel Template

Master M&A Transactions with Professional Financial Analysis

Merger and acquisition analysis requires comprehensive financial modeling to evaluate transaction value, synergy potential, and strategic fit. Our M&A Analysis template provides professional tools to model transactions, assess synergies, calculate accretion/dilution, and perform detailed M&A evaluation with institutional-quality analysis.

From transaction modeling to post-merger integration, build robust M&A models with professional-grade financial projections. Built for investment bankers, corporate development teams, and strategic planners, this template helps you evaluate transactions, optimize deal structure, and maximize shareholder value.

Comprehensive Transaction Structure & Modeling

Deal Structure & Consideration

Model different deal structures including cash, stock, and mixed consideration. Analyze the impact of transaction structure on ownership, control, and financial metrics for both acquirer and target.

Valuation & Purchase Price

Calculate purchase price using multiple valuation methods including DCF, comparable company analysis, and precedent transactions. Assess valuation premiums and strategic value creation opportunities.

Financing Structure

Model transaction financing including debt, equity, and hybrid securities. Analyze optimal capital structure post-transaction and impact on credit metrics and financial flexibility.

Pro Forma Integration

Create pro forma financial statements combining acquirer and target companies. Model purchase price allocation, goodwill, and other acquisition accounting adjustments.

Synergy Identification & Valuation

Revenue Synergies

Identify and quantify revenue synergies including cross-selling opportunities, market expansion, pricing power, and enhanced product offerings. Model synergy realization timeline and probability.

Cost Synergies

Analyze cost synergies including elimination of duplicate functions, economies of scale, procurement savings, and operational efficiencies. Calculate one-time integration costs and ongoing savings.

Tax Synergies

Evaluate tax optimization opportunities including NOL utilization, tax planning strategies, and jurisdictional optimization. Model tax synergy value and implementation requirements.

Accretion/Dilution Analysis

Calculate EPS accretion/dilution analysis showing the impact on earnings per share. Model different scenarios including synergy realization, integration costs, and financing assumptions.