Merging And Grouping Rows And Corresponding Data In Table That Meet Specific Criteria

[aaronb]

Sample workbook attached.

I have coded a few simple things in VBA so far but not sure how to tackle this one, so code is much appreciated. What I am trying to do is code a way to combine rows in which companies merged. I have a table, MergersTable, with the month, quarter, year, from (company name), to (name) that lists the mergers and when they occurred. In the report, I have the quarter and year listed, and a table (PortfolioTable) with the all company's owned change in value (pre-mergers). I want the script to convert the table to post-mergers change in value.

So, the code in English:
For each row in the mergers table, if the quarter matches the specified quarter and the year matches the specified year, add the values in columns 3-9 in PortfolioTable of the position from the from (company name) to the to (company name) for each account that has the merger positions listed in PortfolioTable, then delete the row of the from (company name) row in PortfolioTable.

If that's not clear, the sample workbook should make better sense. Thanks.

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One more thing. I have a small project coming up that I was going to post on freelancer.com but I want to see if anyone here wants to tackle it (paid) first. Essentially it is exporting text and pivotcharts from excel to word and formatting everything to match a template. I need it to be done within a day or two. I will post the exact project description here tomorrow.