Looking for sample chapters, financial models, and other useful resources?
This page provides many helpful M&A tools for students, practioners, executives, and others. Check back for updates and please contact us with any suggestions.
Standalone DCF Model (free): A complete DCF model for Spice Island, Inc., a hypothetical publicly-traded company with two divisions.
Transaction Model (free): A transaction model with nine tabs that combines two standalone businesses. The analysis includes a purchase price allocation; proforma income statement, cash flows, and balance sheet; and accretion-dilution.
Comparable Companies & Precedent Transactions (free): A template for valuing a hypothetical acquisition of a U.S. Class I railroad using both public companies and precedent transactions.
Weighted Average Cost of Capital (free): A target's weighted average cost of capital (WACC) using data inputs from three publicly-traded comparable companies.
Due Diligence Request List (free): Annotated initial document and information request list (Appendix 1F of The Art of M&A Due Diligence: Navigating Critical Steps and Uncovering Crucial Data), 18 pages.
The Art of M&A Valuation and Modeling (free): A Corporate Guide. Table of Contents, Foreword, and Chapter 1 (Cracking the Code: What's It Worth?), 25 pgs.
The Art of Distressed M&A (free): Buying, Selling, and Financing Troubled and Insolvent Companies. Table of Contents, Foreword, and Chapter 1 (Overview of Business Failures), 44 pgs.
The Art of Bank M&A (free): Buying, Selling, Merging, and Investing in Regulated Financial Institutions in the New Environment. Table of Contents and Chapter 4 (Bank Strategies for Growth and Value), 27 pgs.