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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Oil & Gas Financial Modelling for Mergers & Acquisition

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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

Code Start Date End Date Locations Cost Instructor
PST0381-201601Kuala Lumpur, MalaysiaUSD 2,895Liam Bastick

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

Limited seats available

Frequently Asked Questions

PetroSync offers various training programs for the oil, gas, petrochemical, and energy industries, such as API, ASME, Reliability, Drilling & Well Engineering.
PetroSync provides both online and in-person training options to accommodate participants' preferences and needs.
The duration of each program varies, typically ranging from 3 to 5 days, depending on the complexity of the topic.
Yes, most PetroSync courses include practical exercises, case studies, and real-world applications to enhance learning outcomes.
Yes, PetroSync offers foundational courses designed for beginners, as well as advanced programs for experienced professionals.