Mastering Mergers and Acquisitions (M&A), Valuation,& Equity

Master M&A, valuation, equity, due diligence, investment banking, private equity—mergers and acquisitions mastery course

What you'll learn
- Explain strategic rationales for mergers, acquisitions, and roll-ups
- Run an end-to-end M&A process from sourcing to closing
- Build comparables, precedents, and DCF valuation models
- Structure equity, earn-outs, and deal consideration like a pro
- Plan and track due diligence across financial, legal, tax, and ops
- Map integration workstreams and design a PMI scorecard
- Identify risks, red flags, and failure patterns in M&A
- Use practical deal tools: data rooms, checklists, trackers, and term sheets

Requirements
- Basic comfort with spreadsheets and business math (not mandatory)
- Familiarity with financial statements is helpful (not mandatory)
- Curiosity about investment banking, private equity, or corporate strategy

Description
This course is designed to help learners of all backgrounds understand and applyM&A, valuation, due diligence, investment banking, private equity, and equity structuringin real-world business settings. Whether you’re exploringmergers and acquisitions, working in corporate development, finance, or consulting—or you’re a founder planning a buy-side or sell-side process—this course provides a strong, practical foundation focused on execution, not theory.

You’ll learn how toscreen targets, build investment cases, and value companiesusing comparables, precedent transactions, and DCF. We cover the fullM&A process lifecyclefrom sourcing and NDA to LOI, due diligence, definitive agreements, financing, closing, andpost-merger integration (PMI). You’ll also understand keylegal, tax, and regulatoryconcepts; how to structureequity, earn-outs, and roll-ups; and how to managerisk, culture, and changeto protect value after the deal.

Designed to be beginner-friendly, this course offers clear explanations, hands-on checklists, and realistic examples (deal teasers, data-room indexes, diligence trackers, integration scorecards). No prior investment banking experience is required.

What You’ll Learn

Understand strategic rationales for M&A and when deals create value

Build comps, precedents, and DCF models to triangulate valuation

Plan, scope, and manage cross-functional due diligence

Navigate LOIs, SPAs, reps & warranties, and closing mechanics

Structure consideration, equity splits, earn-outs, and seller notes

Design PMI workstreams (people, systems, customers, synergies)

Identify common failure modes and risk mitigations in deals

Course Features

Step-by-step walkthrough ofThe M&A Process Lifecycle

Valuation labs withcomparables, precedents, and DCF

Clear, jargon-light explanations suitable for all learners

Case studies spanningSMBs, startups, and corporate deals

Accessible on mobile, desktop, or tablet

Who This Course Is For

Aspiring and currentIB/PE/CorpDevprofessionals

Founders, SMB owners, and operators planning acquisitions or exits

Finance teams seekingvaluation and deal-executionskills

Consultants, attorneys, and paralegals supporting transactions

Students and switchers aiming fordeal-orientedcareers

Course Sections:Introduction to Mergers & Acquisitions • Strategic Rationale Behind M&A • The M&A Process Lifecycle • Financial Analysis and Valuation in M&A • Legal, Tax & Regulatory Frameworks • Cultural Integration & Change Management • M&A for Freelancers, Startups & Remote Teams • Post-Merger Integration (PMI) Mastery • M&A Risks, Failures, and Lessons Learned • Case Studies and Tools

Disclosure: This course contains the use of artificial intelligence for clear voiceovers.

Who this course is for:
- Aspiring investment bankers, private equity and venture analysts
- Corporate development and strategy professionals
- Founders and SMB owners evaluating acquisitions or exits
- Finance managers, accountants, and CFO office teams
- Consultants, lawyers, and paralegals supporting transactions
- Students and career-switchers seeking M&A fundamentals
More Info