Oil & Gas Financial Modelling for Mergers & Acquisition

In this hands-on training course, the case study walks participants through every step of the process, starting with valuing potential targets, understanding…

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Level: Basic
Type: Classroom

Oil & Gas Financial Modelling for Mergers & Acquisition

Trusted by Leading Companies

Our training programs are promoted to engineers, supervisors, and technical teams across the globe, supporting their continuous development and operational competency.

About Training

In this hands-on training course, the case study walks participants through every step of the process, starting with valuing potential targets, understanding fair value adjustments and goodwill computations; and culminating in group financial statement construction, focusing on earnings accretion, dilution and other key ratios.

Training Objectives

This course builds skills in financial modelling and applies them to the more technical aspects of mergers and acquisitions (M&A). This course considers the various practical implications associated with investing and divesting in companies for commercial gain or to enhance efficiencies / create synergistic benefits.

5 Key Benefits of the Course :

Build and analyse the key metrics in M&A analysis, based on cashflows and accounting
Calculate aggregation models using acquisition and equity accounting methodologies
Understand the role of taxation in an M&A transaction
Develop flexible and powerful funding, returns and scenario analysis, which can be used in future models
Prepare valuation and key ratio analysis summaries for informed decision-making

Audiences

This course is designed for, but not limited to, both new and experienced professionals in the M&A arena, this course provides attendees with the modelling tools required to make more informed corporate finance decisions, investments and divestments in the transaction workspace.

Instructor

Liam Bastick

Liam has over 25 years of strategic M&A, valuation and financial modelling finance experience across oil & gas, energy, resources, engineering & other sectors.

An experienced consultant, Liam founded SumProduct Pty Limited six years ago, providing various transaction advisory services to clients around the world.

He specialises in probabilistic analysis, accounting and financial modelling, providing comprehensive, tailored and timely decision support to identify the key drivers for successful initiatives.

With over 20 years’ experience in training, Liam has trained accountants and finance professionals around the world in many technical areas, including financial modelling, investment appraisal, M&A analysis, valuations and taxation.

He regularly writes technical articles for various accounting publications and has developed financial modelling assessments for recruitment agencies.

A senior trainer and experienced presenter, Liam has been recognised for his contributions with MVP (Most Valuable Professional) status by Microsoft for his financial modelling training in Excel (there are less than 100 Excel MVPs worldwide).

Daily Aims

Day 1: M&A AND FINANCIAL MODELLING REFRESHER

Introduction to M&A
Introduction to Financial Modelling
Accounting Issues in M&A
Case Studies
Hands-on Exercises

Day 2: DEVELOPING A FORECAST FINANCIAL MODEL TO SUPPORT M&A PROCESS

Model Construction 101
The Role of Debt in a Financial Model
Taxation
M&A Modelling Considerations
Case Studies
Hands-on Exercises

Day 3: M&A ANALYSIS: VALUATIONS, RATIOS AND WHAT-IF?

Valuation in a Merger Transaction
Risk assessment and cost of capital
Case Studies
Hands-on Exercises

Training Schedule

Upcoming Trainings Past Trainings

No upcoming session is scheduled yet. Send a quick inquiry and we will let you know the next date.

Why Choose This Training

Credibility

Align with API/ASME standards. Trusted by major operators.

Expert Instructors

Led by industry veterans with real field experience.

Real Case Studies

Practical application of concepts through real world scenarios.

Practical Skills

Hands on calculations and decision making for FFS outcomes.

Trusted by Operators

Delivered to Aramco, ADNOC, SABIC, and other major operators.

Global Training Standard

Recognized across major industries by PetroSync's proven approach.

Professional Training Aligned with Industry Standards

Practical, industry ready training designed for real work environments

Free Consultation

Limited seats available

Frequently Asked Questions

What types of training programs does PetroSync offer?

PetroSync offers various training programs for the oil, gas, petrochemical, and energy industries, such as API, ASME, Reliability, Drilling & Well Engineering.

Are training sessions conducted online or in person?

PetroSync provides both online and in-person training options to accommodate participants' preferences and needs.

How long is the duration of PetroSync's training programs?

The duration of each program varies, typically ranging from 3 to 5 days, depending on the complexity of the topic.

Do these courses include practical sessions?

Yes, most PetroSync courses include practical exercises, case studies, and real-world applications to enhance learning outcomes.

Are there specific courses for beginners or professionals new to the industry?

Yes, PetroSync offers foundational courses designed for beginners, as well as advanced programs for experienced professionals.

How do I register for a training program?

You can register directly through the following link: https://www.petrosync.com/training/ by selecting your desired training program.

What payment methods are accepted?

PetroSync accepts two payment methods:

Direct Transfer

PetroSync Global Pte Ltd Bank Details:
- Account Name: PetroSync Global Pte Ltd
- Bank Name: DBS Bank Ltd
- Bank Code: 7171
- Bank Swift Code: DBSSSGSGXXX
- Branch Code: 288
- Account No: 0288-002682-01-6-022 (USD)
- Bank Address: 12 Marina Boulevard, Level 3, Marina Bay Financial Centre Tower 3, Singapore 018982
Terms & Conditions:
- For payment via direct telegraphic transfer, clients must bear both local and overseas bank charges.
Credit Card:
Terms & Conditions:
- A 4% credit card processing fee applies for credit card payments.

Is there a discount for group registrations?

Yes, PetroSync offers special discounts for group registrations. Please discuss this with our Sales Team by filling out the form on the designated page first.

Is there a refund policy for cancellations?

Delegates who cancel after the training has been officially confirmed via email are required to pay the full course fee, and no refunds will be granted. However, you may substitute delegates at any time as long as reasonable advance notice is given to PetroSync.
If PetroSync cancels, postpones, changes the trainer, or alters the training location (classroom/virtual) for any reason, and the delegate is unable or unwilling to attend on the rescheduled date, a 100% credit voucher of the paid contract fee will be issued. This credit voucher can be used for another PetroSync training program, subject to mutual agreement, within one year from the postponement date.
PetroSync is not responsible for any loss or damage resulting from the cancellation policy and assumes no liability if the event is canceled, rescheduled, or postponed due to force majeure (e.g., natural disasters, war, government actions, industrial actions).

What happens if the training schedule is changed?

If PetroSync cancels, postpones, changes the trainer, or alters the training location (classroom/virtual) for any reason, and the delegate is unable or unwilling to attend on the rescheduled date, a 100% credit voucher of the paid contract fee will be issued. This credit voucher can be used for another PetroSync training program, subject to mutual agreement, within one year from the postponement date.

Will I receive a certificate upon completing the course?

Yes, participants who complete the training will receive either an attendance certificate or a completion certificate, depending on the course requirements.

Are PetroSync courses internationally recognized?

Yes, PetroSync courses adhere to international standards , with expert instructors in fields such as API, ASME, Reliability, and Drilling & Well Engineering.

Can this certificate be used for professional certification requirements?

Yes, PetroSync certificates are widely recognized and can be used to fulfill professional development and certification requirements across various industries.

Can I customize a training program for my team?

Yes, PetroSync offers customized training programs tailored to your organization's specific needs (In-house Training).

What training materials will I receive during the course?

Participants will receive comprehensive training materials , including slides, handouts, and direct learning from experts with case studies related to the training topic.

Who conducts the training sessions?

PetroSync trainers are industry experts with extensive experience as instructors and consultants in their respective fields, providing professional training with a strong background in the industry.

Can I review the trainer's profile before registering?

Yes, trainer profiles, including their qualifications, experience, and expertise, are available on the website: https://www.petrosync.com/training/.

What platform is used for online training?

Online training sessions are conducted via user-friendly platforms such as Zoom Premium.

What are the technical requirements for online courses?

To access PetroSync Online Training, participants need:

A computer or laptop (tablets or smartphones are not recommended)
A reliable broadband internet connection (minimum 4 Mbps)
A webcam and a headset
Any internet browser (Chrome browser recommended for a better experience)
A reasonably quiet place

Are there Q&A sessions during the course?

Yes, PetroSync provides live Q&A sessions with instructors to address real-world challenges encountered during training.

What is the average number of participants in PetroSync's training programs?

The average number of participants varies depending on the topic and participants’ schedules.

How is my personal information protected when registering for a course?

The information you provide will be safeguarded by PetroSync and may be used to keep you informed of relevant products and services.
As an international group, we may transfer your data globally for the purposes indicated above.
If you do not wish to share your information with other reputable companies, please tick the box on the registration form.

How can I contact PetroSync for more information?

Please fill out the form on the designated page first. Our team will reach out to you within a maximum of 2x24 hours.

Where can I find the latest training schedule?

The latest training schedule is available on the website: https://www.petrosync.com/training/.