Description: This professional education online class provides best practices and methods for private capital transactions. Participants will learn how to identify deal opportunities with middle market companies and navigate the 10 steps to transaction completion. The course will also cover M&A practice management considerations. This class is ideal for investment banking and M&A professionals seeking to enhance their transactional skills.

Highlights:

• How to identify different transaction opportunities and engage owners of middle market companies
• Best practices and methods for marketing and selling private capital transactions
• 10 steps to transaction completion
• M&A practice management considerations

Description: This professional education online class covers the reasons buyers deploy “Growth by Acquisition” strategy. This class walks you through the logical process and considerations used in strategic buying decisions while weaving growth strategy into the acquisition and integration processes. You will also gain Insights into cultivating and fostering relationships with the right targets. Also covered in this class is the technology and tools leveraged by high performing buy-side groups and functions.

Highlights:

• Reasons buyers deploy “Growth by Acquisition” strategy
• Logical process and considerations used in strategic buying decisions
• Weaving growth strategy into the acquisition and integration processes
• Insights into cultivating and fostering relationships with the right targets
• Technology and tools leveraged by high performing buy-side groups and functions 

Description: Explore the world of private capital markets, where we look at the changing trends in buying and selling companies and the complex world of getting funds for growth. See how deals are put together, thinking about what the buyer, seller, and lender want. Follow the steps of an acquisition, starting with the strategic plan and ending with everything working smoothly together. Discover how loans that come with a bit more risk, like mezzanine financing, work together with other ways of structuring deals. Figure out how to decide if a company we want to buy will not just make money but also help us creative shareholder value. This session provides a broad overview of financing from the various perspectives within middle market M&A.

Highlights:

• Provide an overview of the private capital markets landscape and current market trends relating to accessing capital primarily for M&A transactions with a high-level discussion about general growth funding
• Overview of private equity buyout, and touch on some deal structures (from the perspective of the buyer, seller and lender)
• High level review of the acquisition process (strategy to integration)
• Structure of a typical mezzanine financed acquisition (and alternatives)
• Evaluate an acquisition for its value creating impact

Description: In this class, you will learn about valuation the various standards (definitions) of value and their application for various purposes. You will gain an understanding of how the subject of valuation impacts the approach to valuation and identify the factors that influence pricing in an M&A transaction. Additionally, you will explore the M&A/valuation balance sheet and enterprise value, as well as the steps involved in the valuation process. Lastly, you will delve into the different approaches to valuation, including the cost/asset approach, income approach, and market approach, and learn about the methods within each approach and their typical applications.

Highlights:

• Define and understand the valuation standards applicable for various purposes
• Understand how the subject of the valuation should impact the approach to the valuation
• Identify factors that impact pricing in an M&A transaction and how they are considered in a valuation
• Understanding the M&A/valuation balance sheet and enterprise value
• Understand the steps in the valuation process
• Understand the approaches to valuation, methods, and typical application
• Understand the methods and application using the Cost/Asset Approach, Income Appproach, and Market Approach”

Description: This class covers financial analysis for valuation and M&A, including trend, ratio, and benchmark analysis, as well as the impact of reliable financial information on valuation. It also delves into balance sheet intricacies, economic earnings measurement, and factors influencing Enterprise Value and Transaction Price. The course explores market dynamics, industry trends, and company-specific attributes shaping valuation and transaction structures, as well as risk factors, value drivers, and strategies for optimizing overall value. Additionally, it discusses the effects of transaction structure on buyers and sellers, including tax considerations and their influence on buyer value and seller proceeds.

Highlights:

• Identify the objectives of financial analysis in valuation and M&A
• Understand techniques utilized including trend, ratio and benchmark analysis
• Understand how the quality and reliability of financial information impacts financial analysis for valuation and M&A
• Understand the M&A/valuation balance sheet and identify operating and non-operating assets
• Understand cash-free, debt free net working capital and impact on valuation and M&A
  Identify appropriate measurement of economic earnings and its use in valuation and M&A
• Identify normalizing adjustments and control adjustments and their impact on valuation and M&A
• Understand the connection between the M&A/valuation balance sheet and the structure and terms of an M&A transaction
• Identify external and internal factors that may impact Enterprise Value and Transaction Price
• Understand how market, industry, company specific, and potential buyer impact valuation and transaction price and structure
• Identify the market for the business, type of buyers, and impact on transaction price and valuation
• Identify risk factors, value drivers, and strategies to maximize value
• Understand the impact of transaction structure on the buyer and seller
  Understand the effect of stock vs. asset sales, tax structure and their impact on value to the buyer and proceeds to the seller
  Identify how debt, taxes, and non-cash consideration impact value 

Description: In this course, you will learn key insights into the Seller’s journey and deal timeline. You will also gain an understanding of Financial Due Diligence, with a focus on evaluating the Quality of Earnings, Debt and Debt-like items, and Working Capital. Additionally, you will learn about the components of a Purchase and Sale Agreement (PSA), including its key terms and purchase price adjustment mechanisms.

Highlights:

• Key insights into the Sellers journey and deal timeline
• Understanding Financial Due Diligence with a focus on Quality of Earnings, Debt and Debt-like items and Working Capital
• Understand the components of a Purchase and Sale Agreement (PSA), its key terms and purchase price adjustment mechanisms 

Description: In this class, you will explore the sequencing of a deal and the transaction documents negotiated along the way. You will gain a deep understanding of the foundational structuring and tax issues that drive every deal, allowing you to navigate these complexities with confidence. Additionally, you will learn how to uncover potential due diligence landmines that can derail a transaction, equipping you with the knowledge to mitigate risks effectively. Furthermore, you will stay up-to-date with the latest developments in securities laws, regulatory regimes, and insurance products, enabling you to adapt to the ever-changing M&A landscape.

Highlights:

• Explore the sequencing of a deal and the transaction documents negotiated along the way
• Understand the foundational structuring and tax issues that drive every deal
• Uncover the potential due diligence landmines that can derail a transaction
• Learn how securities laws, regulatory regimes and insurance products are changing the M&A landscape

Description: This class covers financial due diligence, focusing on quality of earnings, debt, working capital, and components of a Purchase and Sale Agreement (PSA). Class covers the roles and responsibilities of Seller Counsel and Buyer Counsel.  Seller Counsel drafts the NDA, negotiates terms, and handles closing matters. Buyer Counsel drafts deal documents, participates in due diligence, and negotiates terms based on results. Key documents like NDA, Letter of Intent, PSA, and Ancillary Agreements are discussed. Legal counsel assists in due diligence preparations, data room setup, and providing materials. Emerging trends like rep/warranty, cyber risks, and involvement of IT, insurance, and HR participants are explored. The course also covers when insurance makes sense in a deal and who pays for it.

Highlights:

• Who is the Client?
• Seller Counsel Focus/Buyer Counsel Focus
• Key Documents of Transaction
• Legal Due Diligence
• Emerging Trends 

Description: This online professional education class provides an introduction to corporate M&A, including the conceptual framework and adjustments to the income statement. Participants will also gain an understanding of valuation and accretion/dilution case studies. With this knowledge, students can evaluate M&A transactions with greater accuracy and make informed decisions.

Highlights:

• Introduction to Corporate M&A
• Conceptual Framework
• Adjustments to the Income Statement
• Understanding Valuation
• Accretion/Dilution Case Studies
• Benefits for Participants
• Evaluate M&A transactions
• Making Informed Decisions