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Certificate of Achievement
has completed the following course:
Mergers and Acquisitions: Structuring the Deal
New York Institute of Finance
This online course provided an understanding of the practical transaction structures for mergers and acquisitions and their financial tax, legal and accounting implications. The course focused on the varying M&A structures, from the common to the unusual, and the relevant documents, tax, and legal requirements needed to successfully execute a deal.
3 weeks, 4 hours per week
Anton Theunissen
Managing Director
New York Institute of Finance
Transcript
Learning outcomes
- Identify the 7 categories of advanced structuring
- Describe the accounting rules
- Explore how tax-free deals are accomplished
- Assess the meaning of tax-free deals
- Compare the difference between stock and asset purchase
- Investigate the tax considerations for buyers and sellers
- Identify the triangular and reverse triangular structures
- Classify the 3 legal structures of M&A along with their advantages and disadvantages
- Explain the purpose of the engagement letter
- Explore the various corporate documents involved in the M&A process
- Identify where legal documents fit in
Syllabus
Week 1 - Review, Documents & Legal Structures
Understand the documents like engagement letters, confidentiality agreements, term sheets, letters of intent and the structures that underpin M&A
Week 2 - Triangular Mergers, Tax and Accounting Notes
Review tax considerations, tax-free deals and further accounting rules
Week 3 - Considerations and Structuring
Learn about advanced structuring, tax loss mergers, break up/sum of parts/split off, LBOs merger structure, roll ups, consolidation plays, distressed/bankruptcy structures, Special Purpose Acquisition Corps (SPAC), reverse merger and a private equity industry review
Issued on 2nd September 2018
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This certificate represents proof of learning. It is not a formal qualification, degree, or part of a degree.