Financial Modeling for Renewable Energy M&A

Learn about M&A analysis, accounting, due diligence, deal structuring and financial modeling for renewable energy sector

Created by: Greg Ahuy
Financial Modeler at FMO - Financial Model Online

What Will I Learn?

• Building a financial model from scratch in excel for M&A deals (both short and long forms);
• M&A transaction analysis, accounting, structuring and due diligence for renewable energy sector;
• Creating best practice macro’s and Excel VBA codes to break circularities;
• Sizing debt based on multiple covenants for renewable energy acquisition financing;
• Building in the acquisition capital structure with the appropriate adjustments for the combined entity's balance sheet;
• Creating three-way financial statements and understanding the core accounting concepts that ensure we have a balancing balance sheet;
• Integrating synergy, EPS accretion / dilution, internal rate of returns and NPV analysis in the model;
• Building summary worksheet to provide meaningful analysis to present to key stakeholders;
• Advanced modeling and accounting concepts (flexible timing, stub period adjustment, multiple debt tranches, goodwill analysis etc.);

Requirements

• You will need previous exposure to Excel in a financial modelling context and basic knowledge of investment concepts such as NPV and IRR. We also strongly recommend taking our course on Project Finance Modeling for Renewable Energy.

Target audience

• Typical students include analysts, managers, senior managers, associate directors, financial advisors, financiers and CFOs from project companies, investment banks, private equity and infrastructure funds.