Financial Models

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.

Checklists

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.

Sample Chapters

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.

The Art of M&A Financing and Refinancing (free): Sources and Instruments for Growth. Chapter 2 (Assessing Financing Needs), 29 pgs.

The Art of M&A: A Merger / Acquisition / Buyout Guide (free):  Chapter 5, partial (Structuring Transactions: General, Tax, and Accounting Considerations), 14 pgs.