Oil and Gas Financial Modeling for Mergers and Acquisition

Start Date End Date Venue Fees (US $)
14 Dec 2025 Istanbul, Turkey $ 4,500 Register

Oil and Gas Financial Modeling for Mergers and Acquisition

Introduction

In this hands-on training course, the case study walks participants through every step of the process, starting with valuing potential targets, understanding fair value adjustments and goodwill computations; and culminating in group financial statement construction, focusing on earnings accretion, dilution, and other key ratios.

Objectives

    This course builds skills in financial modeling and applies them to the more technical aspects of mergers and acquisitions (M&A).  This course considers the various practical implications associated with investing and divesting in companies for commercial gain or to enhance efficiencies / create synergistic benefits.

    5 Key Benefits of the Course:

    • Build and analyze the key metrics in M&A analysis, based on cash flows and accounting
    • Calculate aggregation models using acquisition and equity accounting methodologies
    • Understand the role of taxation in an M&A transaction
    • Develop flexible and powerful funding, returns, and scenario analysis, which can be used in future models
    • Prepare valuation and key ratio analysis summaries for informed decision-making

Training Methodology

This is an interactive course. There will be open question and answer sessions, regular group exercises and activities, videos, case studies, and presentations on best practices. Participants will have the opportunity to share with the facilitator and other participants on what works well and not so well for them, as well as work on issues from their own organizations. The online course is conducted online using MS-Teams/ClickMeeting.

Who Should Attend?

This course is designed for, but not limited to, both new and experienced professionals in the M&A arena, this course provides attendees with the modeling tools required to make more informed corporate finance decisions, investments, and divestments in the transaction workspace.

Course Outline

Module 1: M&A and Financial Modelling Refresher

  • Introduction to M&A
  • Introduction to Financial Modelling
  • Accounting Issues in M&A
  • Case Studies
  • Hands-on Exercises

Module 2: Developing a Forecast Financial Model to Support M&A Process

  • Model Construction 101
  • The Role of Debt in a Financial Model
  • Taxation
  • M&A Modelling Considerations
  • Case Studies
  • Hands-on Exercises

Module 3: M&A Analysis: Valuations, Ratios and What-If?

  • Valuation in a Merger Transaction
  • Risk assessment and cost of capital
  • Case Studies
  • Hands-on Exercises

Accreditation

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