FIN 490

Special Topics in Finance: Mergers and Acquisitions

Announcements:


Final Exam Review

Midterm Review

Project Guidelines

Cases and Assignments

    • Case Study of a Failed Merger of Hospital Systems

    • Business Valuation in M&A

    • Interco Merger with City Capital - [Case Questions and Instructions] [Case Spreadsheet]

    • Tesla Acquisition of SolarCity - [Case Questions and Instructions] [Supplemental Tables]

    • VC Method Assignment - [Please answer Q1 and Q2 .... Q3 is a bonus question]

    • TeeGolf - [Case Questions and Instructions] [Case Spreadsheet]

Course Slides

Introduction & Economics of M&A

Valuation

Financing of Deals

Role of Investment Banker in M&A

M&A Pitchbook Slides for HF and UTX

Due Diligence

Valuation of Private Companies

Notes on the VC Method for valuing startups.

Private Equity [Mini LBO Model]

Leveraged Buyouts (LBOs) [Dynamic LBO Model with debt repayment schedule]