M&A Concepts and Theories

This course is a part of Mergers & Acquisitions (M&A), a 6-course Professional Certificate series from edX.

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.

What you'll learn

• 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
• Lesson 1: M&A Financial Accounting and Projections: Overview
• Lesson 2: Coming Up with Realistic Assumptions
• Case Studies
• Lesson 1: M&A Finance Sources
• Lesson 2: New Debt
• Lesson 3: New Equity
• Lesson 4: Contingent Payment
• Lesson 1: The Seller’s Viewpoint
• Lesson 2: Using an Investment Bank
• Lesson 3: The Sale Process
• Case Studies
• Lesson 1: First Offer
• Lesson 2: Disclosure of Acquisitions
• Lesson 3: Hostile Takeover Defenses
• Lesson 4: Private Equity