Online course

Mergers and Acquisitions: Structuring the Deal

Learn how to structure mergers and acquisitions and discover the documents, tax, and legal structures needed to execute a deal.

This course is part of the Mergers and Acquisitions program, which will enable you to learn how to execute successful mergers and acquisitions, and boost your professional development.

Understand the practicalities of mergers and acquisitions

This course looks in detail at the different ways in which mergers and acquisitions transactions are structured.

You’ll learn about legal structures, stock purchases, asset purchases, tax loss mergers and reverse mergers.

As you explore these different transaction structures, you’ll consider the legal and corporate documents involved and the tax implications for both buyer and seller.

Skip to 0 minutes and 1 secondIt's clear we're entering a period where mergers and acquisitions will be a key part of the business and financial landscape. How will all this imminent M&A activity affect you? And what are you going to do to be prepared? The accelerating M&A trend will have an impact on you whether you are an investment banker or an entrepreneur, a strategic planner or market regulator in corporate finance or R&D. To get the greatest benefit out of a well-timed merger or a strategic acquisition, you'll need deep knowledge of the structure, the steps, the pitfalls, and rewards of a potential deal.

Skip to 0 minutes and 36 secondsThis timely professional certificate course brought to you by the New York Institute of Finance, is designed to provide you with a detailed overview of the entire M&A process, from finding the right opportunity, to analysing the risks and benefits, then structuring, and finally, closing the deal. This course will also introduce you to the key M&A decision making metric, free cash flow, as well as the accounting methods for mergers, acquisitions, and equity investments. Get ready for the M&A boom, and become an expert in all aspects of this essential business dynamic by enrolling in this course. You will be guided by Jeff Hooke and Steve Literati, seasoned M&A subject matter experts on the faculty at NYIF.

Skip to 1 minute and 21 secondsRegister now for the New York Institute of Finance's professional certificate in M&A so you can make the most out of the opportunities ahead.

What topics will you cover?

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

When would you like to start?

  • Available now
    This course started 29 October 2018

What will you achieve?

By the end of the course, you'll be able to...

  • Identify the seven 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 three 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

Who is the course for?

This course is ideal for financial analysts and associates. It is also suitable for directors and managers who have transitioned, or hope to transition, to mergers and acquisitions from other areas, such as equities or fixed income.

To get the most from this course you will need a good knowledge of financial analysis, a basing understanding of corporate finance (TVM, cash flows and discounting) and be well-practised with MS Excel.

Who will you learn with?

Jeffrey Hooke

Jeff, Senior Advisor at Focus Investment Banking has more than 30 years of corporate valuation, investment banking, and private equity experience.

Who developed the course?

The New York Institute of Finance (NYIF) is a global leader in training for financial services and related industries. NYIF trains 50,000 professionals online and in class, in over 120 countries.

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What's included?

  • Unlimited access to this course
  • Includes any articles, videos, peer reviews and quizzes
  • Test to validate your learning
  • Certificate of Achievement to prove your success when you're eligible
  • Download and print your Certificate of Achievement anytime