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MERGER MODEL: MOELIS & CO (MC) + CITIGROUP (C)

Name: Sparkco AI Spreadsheet Agent
Brand: Sparkco AI
Rating: 4.8 (124 reviews)

Created by

Patrick Liu

Published

October 31, 2025

Views

Details

Industry

Financial Services

Difficulty

Advanced

Time Required

1-2 hours

Template Preview

Interactive preview • Read-only mode

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About This Template

The Merger Model Template for Moelis & Co (MC) and Citigroup (C) provides a comprehensive financial framework to analyze the potential merger between these two financial giants. This template is designed to handle complex data inputs related to financial statements, market projections, and potential synergies. It includes detailed calculations for synergies, accretion/dilution effects, and pro-forma financials, which are critical in understanding the potential impacts and benefits of such a merger. The template consists of one sheet, named 'sheet-01', with 55 data rows and specific headers that guide users through the process of inputting financial data and interpreting the results. The primary function of this template is to provide a clear, structured approach to evaluating a merger's feasibility and strategic fit. It allows users to input financial data for both companies, including income statements, balance sheets, and cash flow statements, along with assumptions about cost savings and revenue enhancements. The model calculates the combined entity's projected financial performance, highlighting key metrics such as earnings per share (EPS) accretion or dilution, return on invested capital (ROIC), and net present value (NPV) of synergies. Outputs from this template include detailed pro-forma financial statements and sensitivity analyses that show how changes in key assumptions affect outcomes. Users can explore different scenarios, such as varying synergy levels or integration costs, to assess the merger's potential risks and benefits. This makes the model an invaluable tool for investment bankers, financial analysts, and corporate strategists involved in M&A activities, particularly in the financial services sector.

Use Cases

Evaluating potential mergers between large financial institutions.

Analyzing the impact of synergies on financial performance.

Determining EPS accretion/dilution for merger scenarios.

Assessing the strategic fit of Moelis & Co and Citigroup.

Conducting sensitivity analysis on merger assumptions.

Preparing presentations for M&A advisory clients.

Projecting pro-forma financials for potential mergers.

Key Features

Input financial data for Moelis & Co and Citigroup

Calculate synergies and cost savings

Determine EPS accretion or dilution

Generate pro-forma financial statements

Perform sensitivity analysis on key assumptions

Project ROI and NPV for the merger

Analyze strategic fit and integration costs

Visualize financial impacts with charts and graphs

Step-by-Step Tutorial

Step-by-Step Tutorial: Moelis & Co and Citigroup Merger Model

1.Open the Template

•Open the Excel file and navigate to 'sheet-01'.

2.Input Financial Data

•Enter historical financial data for Moelis & Co in the designated rows.

•Input corresponding data for Citigroup in adjacent rows.

3.Enter Assumptions

•Fill in assumptions for synergies, such as cost savings percentage and revenue enhancements.

•Include integration costs and timeline estimates.

4.Calculate Synergies

•Use the built-in formulas to compute expected synergies.

5.Generate Pro-Forma Financials

•Review the automatically generated pro-forma income statement, balance sheet, and cash flow statement.

6.Analyze Accretion/Dilution

•Check the EPS calculations to determine if the merger will be accretive or dilutive.

7.Perform Sensitivity Analysis

•Adjust key assumptions to see different scenarios and their financial impacts.

8.Review Graphical Outputs

•Examine charts and graphs that visualize the financial impacts of the merger.

Frequently Asked Questions

What kind of financial data do I need to input?

You need historical income statements, balance sheets, and cash flow data for both Moelis & Co and Citigroup.

How do I calculate synergies?

Enter estimated cost savings and revenue enhancements in the assumptions section, and the model will calculate synergies automatically.

Can I adjust the assumptions after inputting data?

Yes, the template allows for dynamic adjustments to assumptions, enabling real-time scenario analysis.

What outputs can I expect from this model?

The model provides pro-forma financial statements, EPS accretion/dilution analysis, and sensitivity analyses.

Is this template suitable for other industries?

While it is optimized for financial services, the structure can be adapted for mergers in other industries with similar inputs.

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