Structuring Mergers & Acquisitions

Who is the course for?

This course is ideal for financial analysts and associates. It is also suitable for directors and managers who have transitioned, or hope to transition, to mergers and acquisitions from other areas, such as equities or fixed income.

To get the most from this course you will need a good knowledge of financial analysis, a basing understanding of corporate finance (TVM, cash flows and discounting) and be well-practised with MS Excel.

What topics will you cover?

Week 1 – Review, Documents & Legal Structures

Understand the documents like engagement letters, confidentiality agreements, term sheets, letters of intent and the structures that underpin M&A

Week 2 – Triangular Mergers, Tax and Accounting Notes

Review tax considerations, tax-free deals and further accounting rules

Week 3 – Considerations and Structuring

Learn about advanced structuring, tax loss mergers, break up/sum of parts/split off, LBOs merger structure, roll ups, consolidation plays, distressed/bankruptcy structures, Special Purpose Acquisition Corps (SPAC), reverse merger and a private equity industry review

What will you achieve?

By the end of the course, you‘ll be able to…

Identify the seven categories of advanced structuring

Describe the accounting rules

Explore how tax-free deals are accomplished

Assess the meaning of tax-free deals

Compare the difference between stock and asset purchase

Investigate the tax considerations for buyers and sellers