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M&A Concepts and Theories: Advanced Topics

Learn advanced topics in M&A; including financial accounting, financing the deal, and the all-important understanding of the seller’s viewpoint.

M&A Concepts and Theories: Advanced Topics

There is one session available:

After a course session ends, it will be archived.
Estimated 4 weeks
1–2 hours per week
Self-paced
Progress at your own speed
Cost to Enroll
$100 USD

About this course

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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.

At a glance

What you'll learn

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  • 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

About the instructors

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