Evaluate and Transform M&A Data for Valuations

Grow your skills with Coursera Plus for $239/year (usually $399). Save now.

Evaluate and Transform M&A Data for Valuations

This course is part of DCF, Comps, and Scenarios: Financial Modeling and Valuation Specialization

Instructor: LearningMate

1 module

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

1 hour to complete

Flexible schedule

Learn at your own pace

1 module

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

1 hour to complete

Flexible schedule

Learn at your own pace

What you'll learn

Learners will normalize M&A data, calculate control premiums and synergies, and benchmark transactions to derive valuation insights using Excel.

Details to know

Shareable certificate

Add to your LinkedIn profile

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

Build your subject-matter expertise

This course is part of the DCF, Comps, and Scenarios: Financial Modeling and Valuation Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There is 1 module in this course

In the high-stakes world of mergers and acquisitions, the ability to look beyond surface-level data is what separates a successful deal from a costly failure. "Evaluate and Transform M&A Data for Valuations" is an intermediate-to-advanced course designed for financial analysts who need to master the art of data normalization and contextual analysis. You will move beyond standard valuation techniques to learn how to adjust M&A data for transaction-specific factors, such as control premiums and synergies, ensuring a true "apples-to-apples" comparison.

Through a series of case-driven lessons featuring real-world deals like the Microsoft-LinkedIn and Amazon-Whole Foods acquisitions, you will learn to identify and quantify the nuances that impact valuation. The course provides a deep dive into advanced Excel techniques for transforming raw financial data, benchmarking against comparable transactions, and creating strategic data visualizations that uncover hidden insights. You will learn not just the "how" but the "why" behind each adjustment, empowering you to build valuation models that are robust, defensible, and reflective of true market dynamics. By the end of this course, you will be equipped to turn complex M&A data into clear, actionable intelligence.

This module provides a comprehensive, hands-on workflow for transforming raw M&A data into a defensible valuation analysis. You'll begin by understanding why superficial data can be misleading and then dive into the practical steps of normalization. You will learn to calculate and apply adjustments for control premiums and synergies and use advanced Excel functions to benchmark transactions. The module culminates in applying these skills to a real-world case study, preparing you to conduct sophisticated M&A-focused valuations.

What's included

3 videos1 reading3 assignments

3 videosTotal 17 minutes

Why Normalization Matters?5 minutes
Decoding the Data: Identifying Transaction-Specific Factors6 minutes
Normalizing M&A Data and Calculating Premiums in Excel5 minutes

1 readingTotal 8 minutes

The Analyst's Guide to M&A Data Transformation8 minutes

3 assignmentsTotal 50 minutes

Hands-On Learning: M&A Data Transformation in Action15 minutes
Knowledge Check: Core Principles of M&A Valuation5 minutes
Final Project: M&A Valuation and Data Analysis Report30 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

LearningMate

246 Courses16,579 learners

Offered by

Coursera

Explore more from Finance

Coursera
Forecast Financials with Monte Carlo Mastery
Course
Coursera
Zero-Based Budgeting: Allocate Expenses Precisely
Course
Coursera
DCF: Build, Apply, and Evaluate
Course
Coursera
Comps: Valuate Companies Smartly
Course

Why people choose Coursera for their career

Felipe M.

Learner since 2018

"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."

Jennifer J.

Learner since 2020

"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."

Larry W.

Learner since 2021

"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Open new doors with Coursera Plus

Unlimited access to 10,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription

Learn more

Advance your career with an online degree

Earn a degree from world-class universities - 100% online

Explore degrees

Join over 3,400 global companies that choose Coursera for Business

Upskill your employees to excel in the digital economy

Learn more

Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.