Course Overview:
Mergers & Acquisitions Finance is designed to provide participants with an in-depth understanding of the financial aspects of mergers, acquisitions, and corporate restructuring. The course covers the strategic, valuation, and deal structuring components of M&A transactions, focusing on financial analysis, modeling, and regulatory considerations. Participants will gain practical insights into how to evaluate target companies, structure deals, assess synergies, and navigate the complexities of post-merger integration, all while maximizing shareholder value.
Duration
10 Days
Who Should Attend
This course is ideal for professionals involved in corporate finance, investment banking, private equity, and M&A advisory services. Specifically, it targets:
- Corporate executives involved in strategy and finance
- Financial analysts and portfolio managers
- Legal and financial advisors specializing in M&A
- Private equity professionals
- Consultants in corporate restructuring
- Professionals seeking to deepen their knowledge of M&A deal mechanics
Course Objectives
By the end of this course, participants will be able to:
- Understand the strategic rationale behind mergers and acquisitions.
- Evaluate the financial health and value of target companies using various valuation methods.
- Develop advanced financial models to analyze M&A transactions.
- Navigate the legal, regulatory, and tax implications of M&A deals.
- Structure complex deals, including financing options such as equity, debt, and mezzanine financing.
- Assess risks, benefits, and potential synergies in mergers and acquisitions.
- Manage the integration process to ensure operational and cultural alignment post-transaction.
- Develop negotiation strategies to optimize deal outcomes.
Course Outline:
Module 1: Introduction to Mergers & Acquisitions
- Overview of M&A
- Strategic rationale for mergers and acquisitions
- Types of M&A transactions (horizontal, vertical, conglomerate)
Module 2: M&A Valuation Techniques
- Discounted Cash Flow (DCF) analysis
- Comparable company analysis
- Precedent transaction analysis
- Synergy valuation
Module 3: Financial Modeling for M&A
- Building financial models for M&A transactions
- Sensitivity analysis and scenario modeling
- Integration of financial projections
Module 4: Deal Structuring and Financing
- Deal structuring options: asset vs. stock purchases
- Methods of financing M&A transactions (equity, debt, hybrid)
- LBO (Leveraged Buyout) analysis and models
Module 5: Legal and Regulatory Frameworks
- Overview of M&A regulations and compliance
- Antitrust considerations and due diligence
- Tax considerations in M&A transactions
Module 6: Due Diligence in M&A
- Financial, operational, and legal due diligence
- Identifying key risks and liabilities
- Mitigating risks through contract terms
Module 7: Negotiation Tactics in M&A
- Key negotiation strategies for buyers and sellers
- Structuring deal terms and pricing negotiations
- Best practices for handling contentious issues
Module 8: Post-Merger Integration (PMI)
- Integration strategies for operations, finances, and culture
- Managing stakeholder expectations
- Avoiding common pitfalls in integration
Module 9: Risk Management in M&A Transactions
- Identifying and quantifying M&A risks
- Use of earnouts, escrows, and indemnities
- Dealing with hostile takeovers and defensive strategies
Module 10: Case Studies and Final Workshop
- Real-world case studies of successful and failed M&A transactions
- Group-based analysis of M&A deals
- Final presentation and practical exercises on deal structuring and valuation
Customized Training
This training can be tailored to your institution needs and delivered at a location of your choice upon request.
Requirements
Participants need to be proficient in English.
Training Fee
The fee covers tuition, training materials, refreshments, lunch, and study visits. Participants are responsible for their own travel, visa, insurance, and personal expenses.
Certification
A certificate from Ideal Sense & Workplace Solutions is awarded upon successful completion.
Accommodation
Accommodation can be arranged upon request. Contact via email for reservations.
Payment
Payment should be made before the training starts, with proof of payment sent to outreach@idealsense.org.
For further inquiries, please contact us on details below:
