Merger Model

1 minutes read
Last updated: June 7, 2023

The Macabacus merger model implements advanced M&A, accounting, and tax concepts, and is intended for use in modeling live transactions (with some modification, of course). Advanced functionality includes multiple financing and capitalization scenarios, third-party financing, target debt repayment, asset or stock deal structure, IRC Section 338 elections, net operating losses and their limitation under IRC Section 382, and more. Given the complexity of this template, be sure you are comfortable with how to build an operating model and a M&A model.


Excel Template Preview

To access this free merger model template, see the instructions below the preview.

Unlock Access to Exclusive Templates

Gain instant access to our library of professionally designed templates.

  1. Start your free 30-day trial of Macabacus.
  2. In Excel, navigate to the Macabacus tab > New > Sample Models.
  3. Browse and select your desired template from our extensive library.

Start Free Trial to Access Template

Discover more topics

Build an operating model
In this tutorial, we will walk through how to build a general industry business operating model.
Read more
Build an M&A model
In this section, we demonstrate how to model a merger of two public companies in Excel.
Read more
Build an LBO model
In this tutorial, we will walk you through building an LBO model in Excel.
Read more
Asset and Stock Deals
The first step in purchase price allocation, or PPA, is to determine the purchase price.
Read more