Mergers & Acquisitions Professional Certificate In-Person
New! Click here to download the M&A summary sheet highlighting key notes from the M&A course
Comprehensive analysis of the major facets of the Mergers & Acquisitions industry and the skills engaged in executing all areas of transactions from pre to post-merger integration.
CPE Credits: 35
This Professional Certificate comprises the following courses:
- M&A - Concepts & Theories (2 days)
- Free Cash Flow Modeling (1 day)
- M&A - Structuring the Deal (1 day)
- Accounting for M&A (1 day)
Prerequisite knowledge:
- Basic MS Excel skills
- Principles of corporate finance and valuation
- Familiarity with financial markets and instruments
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Click here to download the M&A course curriculum
Watch our M&A taster video to learn more about the course:
Module 1: Mergers and Acquisitions - Concepts and Theories Part I
- Mergers and Acquisitions Overview
- Key Drivers of a Successful Acquisition
- Attractiveness of Target Companies
- Acquisition Structure
- Sequence of Events
- Documentation and Agreements
Module 1: Mergers and Acquisitions - Concepts and Theories Part II
- Managing for Value Creation
- How Does the Integration Process Affect Value Creation?
- Valuation
- Financing the Acquisition
- Anti-takeover Mechanisms
- Anti-trust Policies
Module 1: Free Cash Flow Modeling
- Free Cash Flow and the Objectives of the Firm
- Components of Free Cash Flow
- Cost of Capital
- Capital Budgeting Using Free Cash Flow
- Modified Free Cash Flow
- Using Free Cash Flow to Evaluate Acquisition Opportunities
- Integration of Acquisitions
Module 1: Mergers and Acquisitions - Structuring the Deal
- Legal structures
- Tax structures
- Accounting
- Letter of Intent
- Seller paper, earn outs, hope certificates
- Special cases
- Tax loss mergers
- Break-up/sum-of-the-parts/split-offs
- LBOs
- Roll-ups, consolidation plays
- Distressed (Bankruptcy) M&A
- Special Purpose Acquisition Corp. (SPAC), Blind pool
- Reverse merger, backdoor IPO
Module 1: Accounting for Mergers and Acquisitions
- Equity Method of Consolidation
- Purchase Accounting for Business Combinations
- Forecasting the Performance of the Combined Company
- Internal Revenue Code Section 338(g) and 338(h)(10) Transactions
Module 2: Desk Ready Skills Knowledge Check