Merger Model: Overview & Assumptions

In this lesson, you’ll learn what a merger model is, a real-world analogy you can use to understand it, and you’ll begin creating your own merger model starting from basic transaction assumptions.

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    Hey there,

    In this lesson, I’m going to show you what a merger model is and how to begin creating your first merger model.

    We’re going to compare buying a company to buying a house, and you’ll see how items like the down payment, mortgage, and selling your existing house apply to buying a company as well.

    You can follow along using the “Before” Excel file above and then check your work with the “After” Excel file.

    Coming up next, I’ll walk you through how to project the income statements for the buyer and seller.

    -Brian

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    Fundamentals Overview Assumptions

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