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Understand the practicalities of mergers and acquisitions
This course looks in detail at the different ways in which mergers and acquisitions transactions are structured.
You’ll learn about legal structures, stock purchases, asset purchases, tax loss mergers and reverse mergers.
As you explore these different transaction structures, you’ll consider the legal and corporate documents involved and the tax implications for both buyer and seller.
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.
To get the most from this course you will need a good knowledge of financial analysis, a basing understanding of corporate finance (TVM, cash flows and discounting) and be well-practised with MS Excel.
Overview
Syllabus
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- Review, documents and legal structures
- Introduction
- Review and documents
- Documents
- Legal structures
- Conclusion
- Triangular mergers, tax and accounting notes
- Introduction
- Triangular mergers
- Tax considerations
- Tax-free deals
- Accounting notes
- Considerations
- Conclusion
- Advanced structuring
- Introduction
- Advanced structuring
- Conclusion
