For Investment Banking & FP&A Aspirants
"A Fortune 500 company wants to acquire a $200M revenue competitor – build the LBO model and synergy analysis."
Merger Model
Purchase price allocation
Debt structure (Term Loan/Revolver)
Accretion/dilution analysis
Synergy Dashboard
Cost savings visualization
Cross-selling revenue projections
Board Presentation
Sensitivity tables (IRR drivers)
Key risks matrix
| Weight | Aspect | Excellence Standard |
|---|---|---|
| 35% | Technical Rigor | Correct treatment of deferred tax assets |
| 25% | Scenario Analysis | 3+ debt structure options modeled |
| 20% | Executive Readiness | Board slides require <5 min explanation |
| 15% | Error Handling | All cells protected except inputs |
| 5% | Speed | Model recalculates in <15 seconds |
Sample Dataset:
Target company 10-K (Excel conversion)
Buyer's cost of capital memo
Industry synergy benchmarks
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