Jake Riley

MERGER AND ACQUISITIONS

INTRODUCTION

This course is designed for professionals working in investment banking, corporate development, private equity, and other areas of corporate finance that deal with analyzing M&A transactions.

WHAT WILL SET YOU APART

This advanced financial modeling course has several objectives including:

  • Learn how to structure an M&A model in the most efficient way
  • Set up all the assumptions and drivers required to build out the M&A model Reporting Standard (IFRS)
  • Calculate all the necessary adjusting entries required to create a post-transaction balance sheet
  • Integrate the acquirer and the target into a pro forma model
  • Calculate the accretion or dilution of key per-share metrics post-transaction
  • Perform sensitivity analysis on key assumptions and assess the overall impact of the transaction

COURSE CURRICULUM

  • The rationale for Corporate Growth by Take-overs
  • The Rationale for Specific Transactions: Synergies & Benefits
  • Due Diligence: Friendly and Hostile Deals
  • Planning for M&A
  • Structuring Transactions: Shares or assets?
  • Structuring Transactions: Valuing & Financing the Transaction?
  • Post-merger integration
  • Public Offers: The Rules
  • Public Offers: The Timetables
  • Public Offers: Bidder Strategies & Tactics (recommended and hostile bids)
  • Public Offers: Target Strategies & Tactics (hostile bids)
  • Private Transactions: Setting the Scene
  • Key aspects (acquisition versus disposing)
  • Private Transactions: the 4 Key Stages (sell-side)
  • Private Transactions: the documentation

WHO SHOULD ATTEND

  • Investment bankers
  • Corporate Finance professionals
  • Business Development Professionals
  • CFO’s
  • Finance staff
  • Investment professionals
  • Corporate Treasurers