Plan and Analyze Mergers and Acquisitions with Confidence
Building a smart M&A financial model is critical for evaluating synergies, valuing the transaction, and forecasting post-merger performance.
This easy-to-use Excel template helps you analyze company financials, forecast synergies, model acquisition financing, calculate returns, and stress-test your assumptions — all in one place.
Perfect for entrepreneurs, CFOs, corporate finance teams, M&A analysts, and investment professionals.
You Will Be Able To
📈 Analyze Historical Financials of Target and Acquirer
Compare revenues, costs, and key drivers for both companies pre-transaction.
🤝 Forecast Synergies in Revenue Growth and Cost Savings
Model increased market reach, addressable customers, and operational efficiencies.
💰 Model Acquisition Financing and Debt Repayments
Calculate funding requirements, debt leverage, interest expenses, and repayments.
📊 Calculate Post-Merger Valuation and Investor Returns
Estimate company valuation pre- and post-acquisition using IRR and NPV metrics.
🛡️ Stress-Test Key Assumptions and Run Scenarios
Test sensitivities in market share, synergies, premiums, and debt leverage assumptions.
✏️ Easily Customize All Sheets
Fully editable Microsoft Excel file — no locked cells, hidden formulas, or macros.
Need to use Google Sheets instead?
Follow these step-by-step instructions to convert Excel files to Google Sheets.
Built for Real-World M&A Financial Modeling
This template doesn’t just forecast cash flows — it connects every key part of a practical M&A model:
- Historical financial comparison between acquirer and target
- Revenue synergies and variable cost modeling
- Headcount efficiencies and operating cost synergies
- Acquisition funding and debt repayment schedules
- Post-merger financial summaries (Cash Flow, P&L, Balance Sheet)
- Valuation analysis with IRR, NPV, and terminal value calculations
- Scenario analysis and sensitivity testing built-in
Evaluate smarter deals. Optimize financing structures. Maximize merger value.
Template Preview
🔍 Click on the product images above to see a preview of the Merger & Acquisition Model Template in detail.
Explore example sheets for financial comparisons, synergy forecasts, funding calculations, valuation summaries, and stress tests.
See the Template in Action
▶️ Watch the Tutorial Video
Learn step-by-step how to forecast synergies, structure acquisition funding, model debt repayments, and calculate post-merger valuation using this template.
Prefer a written guide?
📖 Click here to read my full tutorial — Learn how to build M&A financial models, forecast synergies, and evaluate acquisition returns step-by-step.
Why Choose This Template?
- Save time with a ready-to-use, fully customizable Excel file
- Specifically designed for real-world M&A transactions
- Handles synergy analysis, debt funding, and post-merger valuation
- No complicated formulas or macros — simple, clean structure
- Professional outputs for internal analysis, investor decks, or due diligence
- Risk-free with a 30-day money-back guarantee
Risk-Free Purchase
I stand behind my products with a 30-day money-back guarantee — if you’re not completely satisfied, simply request a full refund, no questions asked.
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