Mergers & Acquisitions Masterclass




How you will benefit

  • Detailed understanding of the M&A process, identification, analysis of investment, modelling, due diligence, structuring, negotiation and post-integration processes from the seller as well as buyer perspectives
  • Clear understanding of the critical processes, challenges and issues faced in the industry as well as being able to differentiate between various transaction structures, their implications and provide an explanation on how to analyze and negotiate and close the M&A transactions
  • Case studies discussion

Who should attend

All individuals who want to improve their knowledge and further develop their professional skills in the private equity space

What you will cover

Module 1: Introduction

  • What constitutes M&A?
  • How M&A is different from Strategic Alliance
  • Summary of M&A processes -identification, due diligence and acquisition, documentation, Integration

Module 2: Various Types of M&A and Strategic Reason for M&A

  • Why do companies M&A?
  • Strategic and Tactical Reasons for doing M&A
  • Various Types of M&A
  • Pitfalls and advantages for these Strategic decisions

Module 3: Success Factor and Parties involved in M&A Transactions

  • Key Parties Involved
  • Pre-requisites to an M&A
  • Critical Success Factors and pitfalls to avoid

Module 4: Key Process involved in M&A

  • Steps by Step Approach in M&A
  • Why analyzes the Industry?
  • How to identify the target companies and approach
  • Various Criteria to be applied to the Target

Module 5: How to create a comprehensive model and analysis for M&A Transactions

  • Build and Critical combined statements
  • How to integrate the data of two companies and build the synergies of the combined entity
  • Financial Analysis and Effects of M&A
  • Calculation of Purchase Price Consideration and Goodwill
  • Sources and Uses of Fund
  • Shareholding and its impact due to dilution of shares

Module 6: Calculation and Analysis of EPS Accretion/Dilution

  • Detailed EPS calculations, including the pitfalls to avoid
  • EPS Accretion/Dilution calculation and analysis
  • Analysis - Combined financial statement
  • Analysis of Shares, convertibles, preference shares outstanding of the combined entity
  • Exchange ratio calculation
  • EPS Accretion/Dilution Analysis

Module 7: Valuation Model applied in M&A Transaction Valuation

  • Valuation Methods and adjustment of various premiums and discounts
  • Discounted Cash Flow Adjusting for Synergies
  • Types of Sensitivity Analysis in the M&A valuation
  • 1-D Sensitivity Analysis
  • 2-D Sensitivity Analysis
  • One Stage vs Multi-Stage Models

More Valuation >>>

Module 8: Managing Comparable Companies Analysis

  • Process of valuation based on comparative multiples – Compilation, adjustments, and rationalization
  • Characteristics of Multiples
  • Comparable Companies Analysis Pros and Cons
  • Enterprise value multiples – Equity value multiples
  • Key issues and pitfalls
  • Application of control or leadership premium, synergies, cash flows, illiquidity and minority discounts, etc

Module 9: Managing Comparable Companies Analysis

  • Key Challenges applying Precedent Transaction Method
  • Precedent Transactions Analysis vs Trading Comps
  • Pros and Cons
  • Process/Steps of valuation based Precedent Transactions Analysis
  • Critical adjustments in the compilation and analyzing precedent transactions

Module 10: How to identify and analyze the Synergies in M&A

  • Various types and their impact
  • Cost Synergies
  • Revenue Synergies
  • Critical Success Factors and pitfalls to avoid

Module 11: Due Diligence

  • Why do Due Diligence?
  • Various types of Due-diligence
  • How to prepare a company for due diligence
  • Creating a due diligence plan in line with the rationale
  • Balancing the role of internal and external service providers
  • How to resolve post due to diligence observations

More Due Diligence >>>

Module 12: Deal Structuring and Negotiation and Closure

  • Keys terms and their impact on M&A business
  • How to negotiate effective terms sheets
  • Key points to focus on while negotiating SPA/SHA
  • Key Structure used in M&A Transactions

Module 13: Post-Merger Integration

  • Why do M&A deals fail?
  • Risks and its mitigation in M&A
  • Key issues like Attrition, KMPs Retention Mechanism etc
  • Financial Implications of Firing KMPs
  • Management of hierarchal differences and cultural differences
Study Time

This practical training program is designed with:

16 hours training - 2 days


4,500 $
23 Oct & 24 Oct 2024
New York
4,500 $
15 Feb & 16 Feb 2025