M&A: Structuring the Deal
Learn how M&A; deals are structured and understand the various documents, legal structures and tax considerations needed to execute a deal.
- Duración:4 semanas
- Dedicación:1–2 horas por semana
- Precio:$200 USD
- Institución
- Tema:
- Nivel:Intermediate
- Idioma:English
- Transcripción de video:English
- Tipo de curso:A tu ritmo
Programas asociados:
Professional Certificate
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Prerrequisitos
None
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Sobre este curso
Omitir Sobre este cursoLearn exactly how and why different M&A; deals come together, and how to determine the ideal capital structure for every deal in which you participate.
In this course, we will look at the various corporate documents involved in the M&A; process and understand the purpose of the engagement letter. We’ll look at the three legal structures of M&A; and understand the difference between triangular and reverse triangular structures. We’ll also learn the difference between stock and asset purchase, learn what tax-free deals are and how there are accomplished.
The course will conclude with an understanding of accounting rules and the categories of advanced structuring.
This course is part of the New York Institute of Finance’s popular Mergers & Acquisitions Professional Certificate program.
Lo que aprenderás
Omitir Lo que aprenderás- Overview of M&A documents and legal structures
- Triangular Mergers and tax consideration for different deals
- Tax-free deals
- Accounting rules and Letter of Intent
- Earnout and Hope certificates and Contingent Considerations
- Advanced structuring of M&A deals
Plan de estudios
Omitir Plan de estudiosSession 1: Review and Documents
- Lesson 1: Review M&A Sale Process
- Lesson 2: Where Do Legal Agreements Fit In
- Lesson 3: Corporate Documents
- Lesson 4: IB Engagement Letter
- Case Studies
Session 2: Documents
- Lesson 1: Confidentiality Agreement (CA): Non-Disclosure Agreement (NDA)
- Lesson 2: Term Sheet
- Lesson 3: Letter of Intent
- Lesson 4: Definitive Agreements
Session 3: Legal Structures
- Lesson 1: Merger
- Lesson 2: Stock Purchase
- Lesson 3: Asset Purchase
- Lesson 4: Legal Structures: Advantages & Disadvantages
Session 4: Triangular Mergers
Session 5: Tax Considerations
- Lesson 1: Stock Purchase Deal
- Lesson 2: Asset Purchase Deal
- Lesson 3: Stock vs. Assets Purchase
Session 6: Tax Free Deal
- Lesson 1: Tax Free Reorganizations
- Lesson 2: Tax-Free Acquisition Structure Alternatives
- Case Studies
Session 7: Accounting Notes
- Lesson 1: Accounting Rules
- Lesson 2: Letter of Intent - Refresher
Session 8: Consideration
- Lesson 1: Earnouts and Hope Certificates
- Lesson 2: Contingent Considerations
Session 9: Advanced Structuring
- Lesson 1: Tax Loss Mergers
- Lesson 2: Break Up/Sum of Parts/Split Off
- Lesson 3: LBOs Merger Structure
- Lesson 4: Roll ups, Consolidation Pl
- Lesson 5: Distressed/bankruptcy Structures
- Lesson 6: Special Purpose Acquisition Corps (SPAC)
- Lesson 7: Reverse Merger
- Lesson 8: Private Equity Industry Review
Conoce a tus instructores
¿Te interesa este curso para tu negocio o equipo?
Capacita a tus empleados en los temas más solicitados con edX para Negocios.