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Course overview

M&A Excel Essentials

M&A Excel Essentials is built for interns and new hires entering the M&A world who need to feel confident using Excel quickly. This course focuses on core tools—from navigation basics and data cleaning to powerful lookup and aggregation functions—so that novices can become efficient in accurate, streamlined M&A analysis.

Decoding Private Equity

M&A Professions / Audience

Financial Due Diligence
Investment Banking
Leveraged Lending
Private Equity
Universities

Experience Level

Emerging M&A Pros
Mid-Career M&A Pros
M&A Leaders

Delivery

Digital / QAS Self-Study:
~7-10 Hours (10 CPE)

Course Details

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Learning Objectives

  • Master the 20% of Excel functions that are used in 80% of typical M&A analyses.

  • Navigate & manipulate worksheets confidently through essential Excel shortcuts, data cleaning techniques, and key functions. 

  • Structure and color code your spreadsheets for clarity, precision, and speed for contributing to deal teams. 

  • Gain practical skills to clean, filter, and extract insights from raw data, anchoring your ability to contribute meaningfully from day one. 

Certificate

Certificate upon course completion.
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Private Equity Primer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.