New York Institute of Finance

M&A - Structuring the Deal

Available dates

Feb 27, 2020
New York, New York, United States
USD 1151
USD 1151 per day
Feb 27, 2020
Online
USD 1151
May 21, 2020
New York, New York, United States
USD 1023
USD 1023 per day
+4 more options

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About the course

Understanding practical transaction structures for Mergers and Acquisitions and their financial tax, legal and accounting implications.

This course is a component of the M&A Professional Certificate

Prerequisite knowledge:

  • Solid knowledge of financial statement analysis
  • Basics of corporate finance (TVM, cash flows, and discounting)
  • Excel skills

CURRICULUM

Day 1

MODULE 1: STRUCTURING THE MERGERS & ACQUISITIONS DEAL

  • Legal structures
  • Tax structures
  • Accounting
  • Letter of Intent
  • Seller paper, earn outs, hope certificates
  • Special cases
  • Tax loss mergers
  • Break-up/sum-of-the-parts/split-offs
  • LBOs
  • Roll-ups, consolidation plays
  • Distressed (Bankruptcy) M&A
  • Special Purpose Acquisition Corp. (SPAC), Blind pool
  • Reverse merger, backdoor IPO

WHAT YOU'LL LEARN

  • Acquire practical skills in the procedures and techniques of M&A
  • Gain different M&A perspectives of buyers and sellers
  • Learn difference between asset and stock deals
  • Review basic legal agreements
  • Look at a variety of unusual transactions

Who should attend

  • Financial analysts/managers
  • bankers
  • strategic planning professionals
  • corporate finance lawyers and accountants
  • market regulators

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