M&A Professional Certificate - Online

ITEM CLE-CRPF0207

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$1,550.00
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Online
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40 Hours
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English
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Professional

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M&A Professional Certificate - Online

Taught by instructors with decades of experience on Wall Street, this series will equip analysts and associates with the skills they need to rise in the M&A field. Directors and managers who have transitioned, or hope to transition, to M&A from other areas, such as equities or fixed income, can use this course to eliminate skill gaps.

The M&A Professional Certificate is broken down into 5 courses:

  • Concepts and Theories: An Introduction
  • Concepts and Theories: Advanced Topics
  • Structuring the Deal
  • Free Cash Flow: A Powerful Decision-Making Metric
  • Accounting for Mergers & Acquisitions

The final step will be the M&A Professional Certification Examination.

Those participants who pass the examination will receive a M&A Professional Certificate from the New York Institute of Finance (NYIF). A NYIF certificate is a valuable addition to your credentials, proving that you have acquired the work-ready skills that employers value.

Curriculum
What You'll Learn
Who Should Take This
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Module 1: Overview and Buyer Strategies

  • Lesson 1: Global M&A
  • Lesson 2: Emerging Market M&A Issues
  • Lesson 3: Buyer’s Viewpoint
  • Lesson 4: Three Ways M&A Increases Value
  • Lesson 5: Buy vs. Build, Synergy
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Module 2: Finding a Deal

  • Lesson 1: Starting the Acquisition Process
  • Lesson 2: Characteristics of Successful Deals
  • Lesson 3: Discussion of Key Risks and Failed Deals
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Module 3: Pricing the Deal

  • Lesson 1: How much should the buyer pay?
  • Lesson 2: Discuss the DCF and Public Companies
  • Lesson 3: Harley Davidson: public companies
  • Lesson 4: Comparable M&A and LBO’s
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Module 4: Special Valuation Cases

  • Lesson 1: Emerging markets companies
  • Lesson 2: Money-losing companies, erratic track records; Distressed/bankrupt companies
  • Lesson 3: Industry Specific Multiples
  • Lesson 4: Natural Resources
  • Lesson 5: Speculative Hi-tech
  • Lesson 6: Sum-of-parts
  • Lesson 7: Free cash flow as an indicator
  • Lesson 8: Valuing liquidity and control
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Module 5: M&A Financial Accounting and Projections

  • Lesson 1: M&A Financial Accounting: Overview
  • Case Study – Apple – RIMM Model Discussion
  • Lesson 2: Coming Up with Realistic Assumptions
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Module 6: Financing the Deal

  • Lesson 1: M&A Finance Sources
  • Lesson 2: Debt
  • Lesson 3: New Equity
  • Lesson 4: Contingent Payment
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Module 7: Seller’s Viewpoint

  • Lesson 1: The Seller’s Viewpoint
  • Lesson 2: Using an Investment Bank
  • Lesson 3: The Sale Process
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Module 8: Other Areas of Interest

  • Lesson 1: First Offer
  • Lesson 2: Disclosure of Acquisitions
  • Lesson 3: Hostile Takeover Defenses
  • Lesson 4: Private Equity
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Module 9: Review and Documents

  • Lesson 1: Review M&A Sale Process
  • Lesson 2: Where Do Legal Agreements Fit In
  • Lesson 3: Corporate Documents
  • Lesson 4: IB Engagement Letter
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Module 10: Documents

  • Lesson 1: Confidentiality Agreement (CA): Non-Disclosure Agreement (NDA)
  • Lesson 2: Term Sheet
  • Lesson 3: Letter of Intent
  • Lesson 4: Definitive Agreements
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Module 11: Legal Structures

  • Lesson 1: Merger
  • Lesson 2: Stock purchase
  • Lesson 3: Asset purchase
  • Lesson 4: Legal Structures: Advantages & Disadvantages
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Module 12: Triangular Mergers

  • Triangular Mergers
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Module 13: Tax Considerations

  • Lesson 1: Introduction
  • Lesson 2: Stock Purchase Deal
  • Lesson 3: Asset Purchase Deal
  • Lesson 4: Stock vs. Assets Purchase
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Module 14: Tax Free Deal

  • Lesson 1: Introduction
  • Lesson 2: Tax Free Reorganizations
  • Lesson 3: Tax-Free Acquisition Structure Alternatives
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Module 15: Accounting Notes

  • Lesson 1: Accounting Rules
  • Lesson 2: Letter of Intent - Refresher
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Module 16: Consideration

  • Lesson 1: Introduction
  • Lesson 2: Earnouts and Hope Certificates
  • Lesson 3: Contingent Considerations
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Module 17: Advanced Structuring

  • Lesson 1: Introduction
  • Lesson 2: Tax Loss Mergers
  • Lesson 3: Break Up/Sum of Parts/Split Off
  • Lesson 4: LBOs Merger Structure
  • Lesson 5: Roll ups, Consolidation Plays
  • Lesson 6: Distressed/bankruptcy Structures
  • Lesson 7: Special Purpose Acquisition Corps (SPAC)
  • Lesson 8: Reverse Merger
  • Lesson 9: Private Equity Industry Review
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Module 18: Introduction to Free Cash Flow and the Objective of the Firm

  • Lesson 1: Need for Free Cash Flow
  • Lesson 2: Understanding Free Cash Flow
  • Lesson 3: Relationship between Free Cash Flow and Market Value
  • Lesson 4: Return on Investment
  • Lesson 5: Adjusting Accounting Data to Get to Free Cash Flow
  • Lesson 6: Components of Free Cash Flow
  • Lesson 7: Show Me
  • Lesson 8: Adjustments to Net Investment
  • Class Exercise
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Module 19: Components of Free Cash Flow

  • Lesson 1: Focus on Free Cash Flow
  • Lesson 2: Understanding the Components of Free Cash Flow
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Module 20: Cost of Capital

  • Lesson 1: Understanding Cost of Capital
  • Lesson 2: CAPM & WACC
  • Class Exercise
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Module 21: Capital Budgeting Using Free Cash Flow

  • Lesson 1: Capital Budgeting: Overview
  • Lesson 2: Guidelines for Capital Budgeting
  • Lesson 3: Q&A
  • Lesson 4: Caveats
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Module 22: Modified Free Cash Flow

  • Free Cash Flow and Interim Financial Results
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Module 23: Using Free Cash Flow to Evaluate Acquisition Opportunities

  • Lesson 1: Overview
  • Lesson 2: Acquisition Analysis
  • Lesson 3: Objective to add Shareholder Value
  • Lesson 4: Synergies and Integration Costs
  • Lesson 5: Q&A
  • Lesson 6: Other Metrics
  • Class Exercise
  • Lesson 7: Incentive Compensation
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Module 24: Integration of Acquisitions

  • Lesson 1: Integration Best Practices
  • Lesson 2: Integration Planning
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Module 25: Implementation Issues

  • Implementation Issues
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Module 26: Equity Methods of Consolidation

  • Lesson 1: General Accounting Guidelines
  • Lesson 2: Significant Control
  • Lesson 3: Summary of Accounting Under the Equity Model
  • Lesson 4: Dividends and Excess of Costs over Book Equity
  • Lesson 5: Adjustments for Intercompany Transactions
  • Lesson 6: Tax Considerations of the Equity Method
  • Lesson 7: Cash Flow Accounting in Equity Methods
  • Class Exercise
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Module 27: Cost Method and Consolidation

  • Lesson 1: The Cost Method
  • Lesson 2: Four Sub-Categories of the Cost Method
  • Lesson 3: Consolidation
  • Lesson 4: Minority Interests
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Module 28: Purchase Accounting

  • Lesson 1: Purchase Accounting Basics
  • Lesson 2: Steps to Record Acquired Balance Sheet
  • Lesson 3: Step 1: Eliminate Existing Goodwill
  • Lesson 4: Step 2: Reduce Equity Accounts
  • Lesson 5: Step 3: Adjusting Assets and Liabilities to FMV
  • Lesson 6: Step 4: Intangible Assets
  • Lesson 7: Step 5: Record Unrecognized Restructuring Charges
  • Lesson 8: Fair Value of Consideration
  • Lesson 9: Fair Value of Contingent Payment
  • Lesson 10: Calculating Goodwill
  • Lesson 11: Non-Controlling Interests
  • Lesson 12: Accretion and Dilution
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Module 29: Special Topics - Internal Revenue Code Section 338(G) and 338(H)(10) Transactions

  • Lesson 1: Section 338 Overview
  • Lesson 2: Tax-deductible Goodwill and Intangibles
  • Lesson 3: NOL Carry forwards and Others
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  • How to identify a successful merger or acquisition opportunity
  • How to structure a variety of M&A deals resulting from different circumstances
  • Regulations concerning mergers & acquisitions
  • How to model and utilize free cash flow for capital budgeting and evaluation and integration of acquisitions
  • Accounting for mergers & acquisitions

Recommended for:

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

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