• Length:
    4 Weeks
  • Effort:
    1–2 hours per week
  • Price:
    $100 USD
  • Institution
  • Subject:
  • Level:
    Intermediate
  • Language:
    English
  • Video Transcript:
    English

Associated Programs:

Prerequisites

None

About this course

Skip About this course

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

Skip 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

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

Meet your instructors

Jeff Hooke
Instructor
NYIF