Transaction Analysis

This course provides participants with a closer look at structuring a corporate acquisition.

It introduces transaction analysis as a concept and considers how much to pay given the balance sheet and income statement of target and acquirer.

The course also goes further to considers goodwill, accretion/ dilution, multiples analysis, credit implications, and return on invested capital (RoIC).


This course is for individuals with a basic knowledge of corporate finance and accounting.

Learning Outcomes

At the end of this course delegates will be able to:

  • Describe transaction analysis as a concept
  • Analyse the pro-forma balance sheet and income statements of target and bidder
  • Use DCF to value the target
  • Define deal terms using goodwill, accretion/ dilution, multiples, relative growth rates, credit implications and RoIC analysis

Course Content

  • Structuring the transaction
  • Transaction analysis in concept
  • The proforma balance sheet and income statement
  • Valuation of target company
  • Initial thoughts on deal terms
  • Goodwill
  • Accretion/ dilution
  • Multiples analysis
  • Relative growth rates
  • Credit implications and constraints
  • RoIC analysis


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Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

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We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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