Mergers and Acquisitions - Structuring the Deal

This one-day workshop provides practical, hands-on examination of the key components of M&A transactions. While theoretical concepts are presented and discussed, the emphasis is on studying practical transaction structures and their financial tax, legal and accounting implications.

14-Mar-2012 -- 14-Mar-2012ChicagoUSD$1575
NY Institute of Finance - Chicago9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ Jeffrey Hooke; ] Wed Level: Intermediate

16-May-2012 -- 16-May-2012New YorkUSD$1575
NY Institute of Finance - Midtown9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ Jeffrey Hooke; ] Wed Level: Intermediate

28-Nov-2012 -- 28-Nov-2012New YorkUSD$1575
NY Institute of Finance - Midtown9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ Jeffrey Hooke; ] Wed Level: Intermediate

CPE CREDITS
7.0
This course is suggested for financial analysts/managers, bankers, strategic planning professionals, corporate finance lawyers, corporate finance accountants, financial management consultants, market regulators and professionals interested in applied M&A analysis and valuation.
No advance preparation required.
Students will be able to:
  • 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
Participants should have a solid knowledge of financial statement analysis, the basics of corporate finance, such as TVM, cash flows, and discounting, as well as ExcelTM.
"The course gave very useful insights as to what is obtainable in structuring and doing a deal."
"Practicality and depth of the course"
"Real life, not only theoretical content"
Session 1
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

Clients who register for this course will receive a complimentary 4-month subscription to FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. The move to the electronic version follows an ongoing review of our environmental responsibilities as a global business and as part of the Pearson group. FT.com also has features that are not available in hard copy, such as: Special Reports, Alphaville, editor blogs, education sections and much more! Subscriptions will start within 6-8 weeks of the start of class and are limited to one subscription per client. (Please note: as of May 1, 2011, the electronic subscription replaces the hard-copy 3-month Financial Times subscription.)

Lunch is included for all students taking day classes.