Digital
M&A Excel Essentials
Build the Excel muscle every deal professional needs to succeed.
Delivery:7 - 9.5 Hours
CPE Credits:10
Experience Level:Emerging Deal Pros
What I Will Learn
- Master the 20% of Excel functions that are used in 80% of typical M&A analyses.
- Navigate and manipulate worksheets confidently through essential Excel shortcuts, data cleaning techniques, and key functions.
- Structure and color-code your spreadsheets for clarity, precision, and speedy 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.
About the Course
Course Curriculum
- Intro to Workbook & Navigation Basics
- Worksheet Basics
- Workbook Management
- Editing, Repetition, & Quick Fixes
- Paste Special & Clipboard Control
- Auditing & Formula Navigation
- Formatting & Presentation
- Intro to Data Validation & Data Staging
- Text to columns
- Sort
- Remove Duplicates
- Data Filters
- Value to Text
- Text to Value
- Extracting Substrings
- Text Cleaning
- Find & Replace
- IFERROR
- Intro to Functions & Analysis
- Anchoring
- EOMONTH
- COUNT Functions
- SUM Functions
- Summary Statistical Functions
- Conditional Calculations
- XLOOKUP
- IF Statements
- PivotTables
- Course Summary & Key Take-a-ways
M&A Professions
- Financial Due Diligence
- Commercial Due Diligence
- Investment Banking
- Corporate Development
- Private Equity
- Leveraged Finance
- Universities
CPE Credits
Details
- Last Updated November 2025
- CPE Credit 10
- Field of Study Computer Software and Applications (10.0 CPE)
- Instructional Delivery Method QAS Self-Study
- Knowledge Level Basic
- Prerequisites None
- Advanced Preparation None
Refund Policy
For more information regarding refunds, concerns, and program cancellation policies, please contact the Private Equity Primer Support Team via email at help@pe-primer.com.
Compliant Resolution
For any complaints or issues with course materials or delivery, please email the Private Equity Primer Support Team at help@pe-primer.com.
NASBA Sponsor Statement
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: www.nasbaregistry.org
$40
$50
Pricing through December 16, 2025
Benefits Obtained :
- Efficient Learning Curve
- Real-World Application
- Immediate Confidence
- Speed & Efficiency in Live Deal Settings
SHARE :
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.
