M&A Concepts and Theories: Advanced Topics

If your goal is a career on a broker-dealer’s M&A; desk, this is the course for you! This course will dive deeper into advanced M&A; topics.

We’ll look at the list of synergies developed by the Investment Bank and buyer and learn about the various sources to finance M&A.;

We’ll also look at the steps involved in the sale process, understand the meaning of “First Offer”, and learn how to disclose an acquisition. We’ll wrap up this course with a look at the various types of takeover defenses.

This course is part of New York Institute of Finance’s popular Mergers & Acquisitions Professional Certificate program.

Session 1: M &A Financial Accounting and Projections

• Lesson 1: M&A Financial Accounting and Projections: Overview
• Lesson 2: Coming Up with Realistic Assumptions
• Case Studies

Session 2: Financing the Deal

• Lesson 1: M&A Finance Sources
• Lesson 2: New Debt
• Lesson 3: New Equity
• Lesson 4: Contingent Payment

Session 3: Seller’s Viewpoint

• Lesson 1: The Seller’s Viewpoint
• Lesson 2: Using an Investment Bank
• Lesson 3: The Sale Process
• Case Studies

Session 4: Other Areas of Interest

• Lesson 1: First Offer
• Lesson 2: Disclosure of Acquisitions
• Lesson 3: Hostile Takeover Defenses
• Lesson 4: Private Equity