MA for Management Consultants Business Analysts

A practical guide on how to do analyses during mergers & acquisition projects
MA for Management Consultants Business Analysts
File Size :
234.87 MB
Total length :
8h 3m

Category

Instructor

Asen Gyczew

Language

Last update

11/2023

Ratings

4.4/5

MA for Management Consultants Business Analysts

What you’ll learn

How to conduct fast and efficiently analyses in Excel during M&A projects
How to select potential targets for M&A
How to estimate in Excel potential synergies from M&A
How to conduct commercial due diligence
What market research tools are useful during M&A and due diligence?
Essential Valuation techniques used in M&A
When mergers and acquisitions make sense.
Create a business model of the firm in Excel
Analyze business units

MA for Management Consultants Business Analysts

Requirements

Basic or intermediate Excel
Basic knowledge of economics
Basic or intermediate knowledge of finance & accounting

Description

What is the aim of this course?Consulting firms are hired very often to help with Mergers & Acquisitions. Those projects are difficult as you have to deliver results fast and you have to deal with many stakeholders. You not only have to help select potential targets, and model businesses in Excel, but also you will have to estimate the potential benefits of M&A, the value of the firm, and forecast the development of the acquired firms. In this course, I will teach how to perform fast and efficiently different types of analyses during M&A projects.In the course you will learn the following things:What kind of analyses you may have to do during the M&A projectHow to Select Potential Targets for M&A using ExcelHow to create a financial model in Excel for M&A purposesHow to estimate the value of the M&A targetHow to estimate potential synergies coming from the M&A processHow to conduct commercial due diligenceWhat kind of market research tools you can use during due diligenceThis course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement, and turn-arounds in the biggest firms from Retail, FMCG, SMG, B2B, and services sectors that I worked for. I have carried out or supervised over 90 different performance improvement projects in different industries that generated a total of 2 billion in additional EBITDA. On the basis of what you will find in this course, I have trained in person over 100 consultants, business analysts, and managers who now are Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors, COO, CRO, CEO, Directors in Consulting Companies, Board Members, etc. On top of that my courses on Udemy were already taken by more than 182 000 students including people working in EY, McKinsey, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange, and many others.I teach through case studies, so you will have a lot of lectures showing examples of analyses, and tools that we use. To every lecture, you will find attached (in additional resources) the Excels as well as additional presentations, and materials shown in the lectures so as a part of this course you will also get a library of ready-made analyses that can, with certain modifications, be applied by you or your team in your work.Why did I decide to create this course?M&A projects are fast-paced and require from you a lot of hard work. You have to also master different skills and tools that you will be using during such projects especially: financial modeling, market research, identifying synergies, and potential improvements. Most firms, don’t give you the full toolbox that you need. This may lead to huge frustration during M&A projects and a lot of inefficiencies.Therefore, I have decided to create this course that will help students understand or refresh the main skills and tools that they need during M&A projects. The course will give you the knowledge and insight into real-life case studies that will make your life during a consulting project much easier. Thanks to this course, you will know what and how to do it during M&A projects. You will master how to analyze data and draw conclusions from the analyses. On top of that, you will also master the essential information related to valuation.To sum it up, I believe that if you want to become a world-class Management Consultant or Business Analyst you have to have a pretty decent understanding of M&A projects and analyses done during such projects. That is why, I highly recommend this course to Management Consultants or Business Analysts, especially those that did not finish business school or Economics. The course will help you become an expert in M&A analyses on the level of McKinsey, BCG, Bain, and other top consulting firms.In what way will you benefit from this course?The course is a practical, step-by-step guide loaded with tons of analyses, tricks, and hints that will significantly improve the speed with which you understand, and analyze businesses. There is little theory – mainly examples, a lot of tips from my own experience as well as other notable examples worth mentioning. Our intention is that thanks to the course you will learn:What kind of analyses you may have to do during the M&A projectHow to Select Potential Targets for M&A using ExcelHow to create a financial model in Excel for M&A purposesHow to estimate the value of the M&A targetHow to estimate potential synergies coming from the M&A process How to conduct commercial due diligenceWhat kind of market research tools you can use during due diligenceYou can also ask me any questions either through the discussion field or by messaging me directly.How the course is organized?Currently, you will find the following things in the course:Introduction. We begin with a little intro to the course as well as some general info on how the course is organizedWhen M&A is done? Mergers & acquisitions are done for a lot of reasons by different players. In this section we will discuss how do they differ and why they invest so much money in M&A.M&A process. In this brief section, I will shed some light on what the M&A process looks like.Selecting Potential Targets. M&A starts with picking the right targets that make sense. In this section, I will show you how you can do that in practice using Excel. We will conduct analyses of potential targets in different industries.Modeling Businesses in Excel. During M&A projects you will quite often have to create a model of the business in Excel. I will show you how to do that using a few examples.Valuation. During consulting projects, especially devoted to M&A or due diligence you will have to evaluate a specific business. In this section, I will show you examples of how to do it in practice.Estimating Potential Impact. In this section, I will show you how to estimate the potential benefit coming from M&A. We will do it in Excel for a few interesting case studies.Commercial Due Diligence. A lot of effort from Management Consultants goes into the Commercial Due Diligence stage of the M&A Process. We will have a look at some things that are important during this stage.Requesting Data from the Target Company & Independent Data Gathering. In the next 6 short sections, we will discuss how you can collect data required for commercial due diligence.Discussion of the results. In the last section, we will briefly give you some tips on how to discuss the results of commercial due diligence with the customer.You will be able also to download many additional resourcesUseful frameworks and techniquesAnalyses that are shown in the courseAdditional resourcesLinks to additional presentations, articles, and moviesLinks to books worth readingAt the end of my course, students will be able to…How to conduct fast and efficiently analyses in Excel during M&A projectsHow to select potential targets for M&AHow to estimate in Excel potential synergies from M&AHow to conduct commercial due diligenceWhat market research tools are useful during M&A and due diligence?Essential Valuation techniques used in M&AWhen mergers and acquisitions make sense.Create a business model of the firm in ExcelAnalyze business unitsWho should take this course? Who should not?Management Consultants and Business AnalystsManagersFinancial ControllersInvestment AnalystsStartup FoundersProject ManagersManagers responsible for Acquisitions and MergersWhat will students need to know or do before starting this course?Basic or intermediate ExcelBasic knowledge of economicsBasic or intermediate knowledge of finance & accounting

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 A little bit about me

Lecture 3 How to deal with Blurry image

Lecture 4 How to reach additional resources

Section 2: When M&A are done?

Lecture 5 When M&A are done – Introduction

Lecture 6 M&A done by Strategic Investors

Lecture 7 Benefits of M&A for Strategic Investors

Lecture 8 M&A potential competitors – Introduction

Lecture 9 M&A potential competitors – Atlassian

Lecture 10 M&A potential competitors – Adobe

Lecture 11 M&A done by PE funds

Section 3: M&A process

Lecture 12 M&A process – Introduction

Lecture 13 How the M&A process looks like?

Lecture 14 M&A projects done by Management Consultants

Section 4: Selecting Potential Targets

Lecture 15 Selecting Potential Targets – Introduction

Lecture 16 Rankings – Introduction

Lecture 17 Expansion strategy into other countries – Introduction

Lecture 18 Expansion strategy into other countries – Data for the case study

Lecture 19 Expansion strategy into other countries – Which function to use

Lecture 20 Expansion strategy into other countries – Solution in Excel

Lecture 21 Expansion strategy into other countries – Solution in Power Point

Lecture 22 How to expand the brand – Introduction

Lecture 23 How to expand the brand – Solution – Part 1

Lecture 24 How to expand the brand – Solution – Part 2

Lecture 25 How to expand the brand – Scatter Graph

Lecture 26 Milk Producer – Selecting Targets – Case Introduction

Lecture 27 Milk Producer – Selecting Targets – Available Data

Lecture 28 Milk Producer – Selecting Targets – Ranking Creation

Lecture 29 Milk Producer – Selecting Targets – Ranking Analysis

Lecture 30 Milk Producer – Selecting Targets – Threshold Analysis

Lecture 31 Milk Producer – Selecting Targets – Threshold Analysis – Comments

Lecture 32 Beer Producer – Selecting Targets – Case Introduction

Lecture 33 Beer Producer – Selecting Targets – Available Data

Lecture 34 Beer Producer – Selecting Targets – Analysis of Potential Targets

Lecture 35 Beer Producer – Selecting Targets – Selecting using Efficiency of Capital

Lecture 36 Beer Producer – Selecting Targets – Selecting using Shareholder Value

Lecture 37 Low hanging fruits framework

Lecture 38 Beer Producer – Selecting Targets – Selecting using Low Hanging Fruit

Section 5: Modelling the Business in Excel

Lecture 39 Modeling the Business in Excel – Introduction

Lecture 40 Overview of Business models

Lecture 41 Introduction to the FMCG Business Model

Lecture 42 Things that matter in FMCG Business Model

Lecture 43 Introduction to modeling FMCG in Excel

Lecture 44 Drivers for FMG business model

Lecture 45 FMCG business model in Excel – Basic assumptions and Sales

Lecture 46 FMCG business model in Excel – Fixed and Variable Production Costs

Lecture 47 FMCG business model in Excel – Gross Margin

Lecture 48 FMCG business model in Excel – Selling and marketing Costs as well as Net Margin

Lecture 49 FMCG business model in Excel – Net Margin

Lecture 50 FMCG business model in Excel – Head Office costs

Lecture 51 FMCG business model in Excel – P&L

Lecture 52 Introduction to retailer business model

Lecture 53 Main challenges in Retail

Lecture 54 Business model of Retailer – Main drivers

Lecture 55 Business model of Retailer in Excel – transaction version – 1 store

Lecture 56 Business model of Retailer in Excel – transaction version – Retail chain

Lecture 57 Business model of Retailer in Excel – Sq m version

Lecture 58 Hotel Business Drivers

Lecture 59 Hotel Model in Excel – Case Introduction

Lecture 60 Hotel Model in Excel – Revenues & Gross Margin

Lecture 61 Hotel Model in Excel – Fixed Costs

Lecture 62 Hotel Model in Excel – Investments

Lecture 63 Hotel Model in Excel – Cash Flow on hotel level

Lecture 64 Hotel Model in Excel – HQ costs

Lecture 65 Hotel Model in Excel – Loans

Lecture 66 Hotel Model in Excel – Modeling chain of hotels Part 1

Lecture 67 Hotel Model in Excel – Modeling chain of hotels Part 2

Lecture 68 Hotel Model in Excel – Valuation of the business

Lecture 69 Other Business models

Section 6: Valuation

Lecture 70 Valuation Case study – Introduction

Lecture 71 Introduction to Valuation

Lecture 72 Introduction to DCF method

Lecture 73 Difference between FCFF and FCFE

Lecture 74 Valuation Case study – Additional Information

Lecture 75 DCF method of valuation applied to FCFF

Lecture 76 DCF method of valuation applied to FCFE

Lecture 77 Introduction to using multipliers for valuation

Lecture 78 Enterprise to EBIT or EBITDA

Lecture 79 Price per Earning multiplier

Lecture 80 More on Valuation

Section 7: Estimating Potential Impact

Lecture 81 Estimating Potential Impact – Introduction

Lecture 82 What impact you can expect from M&A

Lecture 83 Expand via M&A – Plywood – Introduction

Lecture 84 Expand via M&A – Plywood – Solution

Lecture 85 Expand via M&A – Plywood – Calculation in Excel

Lecture 86 Expand via M&A – Plywood – Power Point

Lecture 87 Multiplier Arbitrage – General Approach

Lecture 88 Vertical Consolidation via M&As – Case Introduction

Lecture 89 Vertical Consolidation via M&As – Available Data

Lecture 90 Vertical Consolidation via M&As – Goals we want to achieve

Lecture 91 Vertical Consolidation via M&As – Analysis of M&A Target

Lecture 92 Vertical Consolidation via M&As – Organic growth option

Lecture 93 Vertical Consolidation via M&As – M&A option

Lecture 94 Vertical Consolidation via M&As – Comparison of both options

Lecture 95 Increasing Cash Generation – General Approach

Lecture 96 Reduce Cash Gap – Case Introduction

Lecture 97 Reduce Cash Gap – Available Data

Lecture 98 Reduce Cash Gap – Small Reduction of DSO; same growth

Lecture 99 Reduce Cash Gap – Big Reduction of DSO; lower growth

Lecture 100 Reduce Cash Gap – Factoring

Lecture 101 Reduce Cash Gap – Additional Credit Line

Lecture 102 Reduce Cash Gap – Partial Summary

Lecture 103 Payables Improvement – Case Introduction

Lecture 104 Reduce Cash Gap – Medium Increase of Payables

Lecture 105 Reduce Cash Gap – Big Increase of Payables

Lecture 106 Reduce Cash Gap – Small Increase of Prices

Lecture 107 Reduce Cash Gap – Big Increase of Prices

Lecture 108 Reduce Cash Gap – Summary

Lecture 109 Restructure Debt – Case Introduction

Lecture 110 Restructure Debt – Data Available – Part 1

Lecture 111 Restructure Debt – Data Available – Part 2

Lecture 112 Restructure Debt – Refinancing

Lecture 113 Restructure Debt – Adding Equity

Lecture 114 Restructure Debt – Adding Equity and Renegotiating

Lecture 115 Restructure Debt – Low Growth

Lecture 116 Restructure Debt – Comparison of Scenarios

Lecture 117 How to scale up a business – best practices from top firms

Lecture 118 M&A Strategy of Microsoft

Section 8: Commercial Due Diligence – Introduction

Lecture 119 Commercial Due Diligence – Introduction

Lecture 120 What is a Due Diligence?

Lecture 121 Components of a Due Diligence

Lecture 122 Steps needed to deliver a great Commercial Due Diligence

Lecture 123 How long does the Commercial Due Diligence take?

Lecture 124 What kind of question you want to answer during a Commercial Due Diligence

Section 9: Requesting Data from the Target Company

Lecture 125 Requesting Data from the Company – Introduction

Lecture 126 Data request – General remarks

Lecture 127 Data request – Example

Lecture 128 How to talk with people from the Company?

Section 10: Independent Data Gathering – General remarks and rough estimation

Lecture 129 Independent Data Gathering – Introduction

Lecture 130 The value of rough estimations

Lecture 131 Bottom–up approach

Lecture 132 Top–down approach

Lecture 133 Backward Reasoning

Section 11: IDG – Market size estimation and General Data

Lecture 134 Market size estimation – Introduction

Lecture 135 Where you can find info that will enable you market size esitmation

Lecture 136 World Bank Open Data – General remarks

Lecture 137 World Bank Open Data – How to use it

Lecture 138 Euromonitor

Lecture 139 Public data by Google

Lecture 140 Trendy Economy – public data

Lecture 141 Statista

Lecture 142 Trading Economics

Lecture 143 Keyword Planner by Google

Lecture 144 Ubersuggest

Section 12: Independent Data Gathering – Analyzing competition

Lecture 145 Analyzing Competition – Introduction

Lecture 146 Gathering official data – Introduction

Lecture 147 Investor Relations example – Disney

Lecture 148 Investor Relations example – LPP

Lecture 149 Where you can find financial data on the companies

Lecture 150 Crunchbase – Introduction

Lecture 151 Crunchbase – Case Study

Lecture 152 How to figure out the strategy of other companies?

Lecture 153 Store checks – Introduction & examples in retail

Lecture 154 Store checks – examples in restaurants

Lecture 155 Mystery shopping

Lecture 156 SimilarWeb – tool to spy on your competition

Lecture 157 Facebook Audience Insight

Lecture 158 Slideshare and Youtube

Lecture 159 How to present results of market research analysis?

Section 13: Independent Data Gathering – Analyzing trends

Lecture 160 Analyzing trends – Introduction

Lecture 161 Why trends are important

Lecture 162 Google Trends

Lecture 163 How to talk with experts?

Lecture 164 Where to find experts?

Section 14: Consumer Market Research

Lecture 165 Introduction to Consumer Research

Section 15: Discussion of the results

Lecture 166 Discussion of the results – Introduction

Lecture 167 What PE really wants?

Lecture 168 How to talk with the people from PE?

Lecture 169 The most common pitfalls during Commercial Due Diligence

Section 16: Conclusions

Lecture 170 Bonus Lecture

Management Consultants and Business Analysts,Financial Controllers,Investment Analysts,Project Managers,Managers responsible for Acquisitions and Mergers,Startup Founders

Course Information:

Udemy | English | 8h 3m | 234.87 MB
Created by: Asen Gyczew

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