Mergers and Acquisition Masterclass

This course is designed for you if you need to understand the Mergers and Acquisitions (M and A) market and how transactions are structured.

Course benefits:

• Underlying corporate finance issues are explained so you understand the core issues in a transaction
• The M and A process for both public and private transactions are explained so you will know how to handle both types of M and A situations
• The reasons why most deals fail and only some are successful are laid out so you can learn from others past mistakes and prevent you from making the same mistakes
• You are given M and A strategies that help you handle a successful deal
• Issues such as the procedures, due diligence issues and a thorough evaluation of the technical and matrix driven decision trees one has to work through when dealing with potential transactions are explained so you know what to expect in a deal every step of the way
• You will understand the rationale of M and A compared with organic growth or joint ventures so you can determine if an M and A deal is right for you
• Be aware of the critical importance of synergies so you can evaluate whether the deal will add value
• Discover how due diligence should be carried out to minimise problems
• Discover alternatives for structuring and financing transactions so you give yourself more choices
• Understand the process of buying/selling a private company so you do not end up on the short end of the deal

Course Contents:

Day One

• Session 1: Rationale for Corporate Growth by Take-overs
• Session 2: The Rationale for Specific Transactions: Synergies and Benefits
• Session 3: Due Diligence: Friendly and Hostile Deals
• Session 4: Planning for M and A

Day 2

• Session 1: Structuring Transactions: Shares or assets?
• Session 2: Structuring Transactions: Valuing and Financing the Transaction?
• Session 3: Post-merger integration
• How Does the Integration Process Affect Value Creation?
• Post-merger integration: lessons to be learned
• Mergers and Acquisitions: Public Company Take-overs
• Session 4: Public Offers: The Rules
• Session 5: Public Offers: The Timetables

Day 3

• Session 1: Public Offers: Bidder Strategies and Tactics (recommended and hostile bids)
• Session 2: Public Offers: Target Strategies and Tactics (hostile bids)
• Session 3: Public Offers: Both Sides’ Strategies and Tactics (hostile bids)
• Session 4, 5 and 6: Private Transactions: Setting the Scene
• Key aspects (acquisition versus disposing)
• Private Transactions: the 4 Key Stages (sell-side)
• Session 7: Private Transactions: the documentation

Who Should Attend?

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