M&A Concepts and Theories: Advanced Topics

edX M&A Concepts and Theories: Advanced Topics

Platform
EdX
Provider
New York Institute of Finance
Effort
1 to 2 hours per week
Length
4 weeks
Language
English
Cost
$100
Part of
Course Link
Overview
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.

What you'll learn
  • Concepts of M&A Financial Accounting and Projections
  • How to finance a deal
  • Seller’s viewpoint in a M&A deal
  • The sale process
  • Hostile takeover defenses
Syllabus
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

Taught by
Jeff Hooke

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