Dearman Ventures | Global Consulting & InvestmentsHome  
 
Investment Banking Training Clients About  
blog on (FINANCE)
 
 
  Home | Training | Learn M&A
 
   
 
 
Section Contents
< Overview
< Learn M&A
< Financial Modeling
< Custom Curriculum
 
Additional Items of Interest
< Our Team
< Our Clients
< Our Blog

Learn M&A

The Learn M&A Curriculum is a two day course covering all primary aspects of corporate mergers and acquisitions. The focus of the course is to provide participants with fundamental knowledge that is then applied with case studies. Participants are expected to have a working knowledge of business and accounting. Content of the course includes:

 Day One
Overview of Past, Current, and Future trends of M&A  Globally
       
Forces driving M&A, Historical trends
 Impact of Foreign Direct Investment
 Key players in an M&A transaction
 'Winners' and 'Losers' in an M&A transaction
  
Forms of mergers and acquisitions
 Buy Side: Horizontal Mergers, Vertical Mergers, Financial Conglomerate, Managerial Conglomerate, Joint Ventures, and Investments
 Sell side: Sale of assets, spin off, being acquired
  
Business Strategy Analysis Tools
 Portfolio theory of M&A
 Industry stage and its effect on value
 Implications of M&A on stock performance
  
Reasons for a merger, acquisition, consolidation, joint venture, or sale
 Capitalizing on Core Competencies
 Improving Operating Synergies:
 Enhancing Financial Synergies
  
Valuing Synergies: Key Drivers of Deal Value
 Value created by an acquisition
 Cross-border effects
 Common reasoning pitfalls in evaluating a merger or acquisition transaction
  
Acquirer's perspective of an M&A transaction - Part 1: Evaluation
 Maximum acceptable price of an acquisition
 M&A Step 1: Competitive analysis
 M&A Step 2: Search and Screen
 Due Diligence
  
Seller's perspective of an M&A transaction
 When to consider the sale of your company
 When to consider a break up of your company
 Strategies to defend against a hostile takeover
 Strategies to negotiate the best deal
  
 Day 2
Acquirer's Perspective  - Part 2: Strategy and Valuation
 Step 3: Strategy development
 Step 4: Financial evaluation, common valuation methods
  
Acquirer's Perspective  - Part 3: Deal Design and Negotiation
 Step 5: Deal Design
 Step 6: Negotiation
  
Sources of Financing for Acquisitions
 Cost of capital calculations
 Bank debt
 Public debt
 Equity
 Hybrid products
  
Integration: The source of value creation
 The 7 S Framework
 Aligning structures
 Providing proper incentives for successful integration
  
Evaluating the success of an M&A deal
 Evaluation metrics
 Conclusion