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Mergers and Acquisitions: Structuring the Deal

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Course Features

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Duration

3 weeks

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Delivery Method

Online

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Available on

Lifetime Access

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Accessibility

Mobile, Desktop

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Language

English

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Subtitles

English

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Level

Intermediate

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Effort

4 hours per week

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Teaching Type

Self Paced

Course Description

This course examines in detail the various ways mergers and acquisitions transactions can be structured.

Learn about legal structures, stock purchase, asset purchases and tax-loss mergers.

You'll be able to examine the different transaction structures and consider the legal and corporate documents as well as the tax implications for buyer and seller.

Course Overview

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Alumni Network

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International Faculty

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Post Course Interactions

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Instructor-Moderated Discussions

Skills You Will Gain

Prerequisites/Requirements

Good knowledge of financial analysis

Basing understanding of corporate finance

Be well-practised with MS Excel

What You Will Learn

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

Identify the triangular and reverse triangular structures

Classify the three legal structures of M&A along with their advantages and disadvantages

Explain the purpose of the engagement letter

Explore the various corporate documents involved in the M&A process

Identify where legal documents fit in

Target Students

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

Course Instructors

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Jeffrey Hooke

Instructor

Jeff, Senior Advisor at Focus Investment Banking has more than 30 years of corporate valuation, investment banking, and private equity experience.
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