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Jeff Hooke
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.
Read more
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.
Read more
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
Register for this course and see more details by visiting:
OpenCourser.com/course/slqs2o/m
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What's inside
Learning objectives
- 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
- 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
Syllabus
Session 1: M &A Financial Accounting and Projections
Lesson 1: M&A Financial Accounting and Projections: Overview
Lesson 2: Coming Up with Realistic Assumptions
Read more
Syllabus
Session 1: M &A Financial Accounting and Projections
Lesson 1: M&A Financial Accounting and Projections: Overview
Lesson 2: Coming Up with Realistic Assumptions
Read more
Case Studies
Session 2: Financing the Deal
Lesson 1: M&A Finance Sources
Lesson 2: New Debt
Lesson 3: New Equity
Lesson 4: Contingent Payment
Session 3: Seller’s Viewpoint
Lesson 1: The Seller’s Viewpoint
Lesson 2: Using an Investment Bank
Lesson 3: The Sale Process
Case Studies
Session 4: Other Areas of Interest
Lesson 1: First Offer
Lesson 2: Disclosure of Acquisitions
Lesson 3: Hostile Takeover Defenses
Lesson 4: Private Equity
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Taught by Jeff Hooke, who is experienced in investment banking's Mergers & Acquisitions desk
Develops concepts of M&A financial accounting and projections, which are foundational to the accounting and finance aspects of Mergers and Acquisitions
Examines various sources to finance an M&A deal, which is vital for understanding the financial implications of the transaction
Provides insights into the seller's viewpoint, which is often neglected in M&A courses
Covers the various steps involved in the sale process, which helps learners understand the typical sequence of events in an M&A transaction
Explores hostile takeover defenses, which are relevant in understanding the dynamics of M&A transactions
Save this course
Save M&A Concepts and Theories: Advanced Topics to your list so you can find it easily later:
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in M&A Concepts and Theories: Advanced Topics with these
activities:
Identify a Mentor in the M&A Field
Show steps
Accelerate your learning by seeking guidance from an experienced professional in the M&A field.
Show steps
-
Identify potential mentors who have expertise in M&A.
-
Reach out to these individuals and express your interest in mentorship.
-
Establish a regular communication schedule and discuss your career goals.
Overview Course Content
Show steps
Become familiar with the broad topics covered in the course and the sequence of delivery. This will help you approach the course with a clearer idea of how each topic relates to another.
Show steps
-
Review syllabus and course schedule
-
Preview reading materials
-
Identify key concepts
Explore Online Tutorials on M&A Accounting
Show steps
Supplement your understanding of M&A accounting by exploring online tutorials that provide clear explanations and examples.
Show steps
-
Search for online tutorials on M&A accounting.
-
Choose a tutorial that aligns with your learning style and needs.
-
Follow the tutorial and take notes on the key concepts.
Ten other activities
Expand to see all activities and additional details
Show all 13 activities
Review Financial Modeling and Valuation
Show steps
Review the basics of financial modeling and valuation to strengthen your understanding of M&A financial accounting and projections.
View
Investment Banking Workbook: 500+ Problem...
on Amazon
Show steps
-
Read Chapters 1-3 to gain an overview of financial modeling and valuation concepts.
-
Work through the practice problems at the end of each chapter to test your understanding.
-
Complete the online quizzes to assess your knowledge.
Attend an Industry Conference on Mergers and Acquisitions
Show steps
Connect with professionals in the M&A industry and gain insights into current trends and best practices by attending an industry conference.
Show steps
-
Identify relevant industry conferences that align with your career goals.
-
Register for the conference and prepare to engage with attendees.
-
Attend sessions, participate in discussions, and network with professionals.
Dives into a Specific M&A Topic
Show steps
Select a topic covered in the course that interests you the most, or that you find challenging. Find online tutorials, articles, or videos that explain the topic in more detail to deepen your understanding.
Show steps
-
Identify a specific M&A topic
-
Find online resources (tutorials, articles, or videos)
-
Review the material and take notes
Develop a Financial Model for a Hypothetical M&A Deal
Show steps
Apply your understanding of M&A financial accounting and projections by building a financial model for a hypothetical M&A deal.
Show steps
-
Identify a target company and an acquiring company.
-
Gather financial data for both companies.
-
Build a financial model to project the financial impact of the M&A deal.
-
Analyze the results of your model and make recommendations.
Prepare a Presentation on the Sale Process
Show steps
Enhance your understanding of the sale process by creating a presentation that covers the key steps involved.
Show steps
-
Outline the key steps in the sale process, such as preparing the company for sale, marketing the company, and negotiating the terms of the sale.
-
Develop slides that explain each step in detail.
-
Practice delivering your presentation.
Participate in a Workshop on M&A Due Diligence
Show steps
Enhance your practical skills in M&A due diligence by participating in a hands-on workshop.
Show steps
-
Identify workshops that focus on M&A due diligence.
-
Register for the workshop and prepare to actively participate.
-
Engage in discussions, complete exercises, and work on case studies.
Develop a Financial Model
Show steps
Practice constructing a financial model to analyze the financial performance of a company. Use the model to determine the company's strengths and weaknesses, and to make recommendations for improvement.
Show steps
-
Gather data from financial statements and other sources
-
Create a base case model
-
Develop scenarios and analyze results
-
Present findings and recommendations
Write a Summary of the Key Concepts of M&A Financing
Show steps
Demonstrate your understanding of M&A financing by creating a concise and informative summary of the key concepts.
Show steps
-
Identify the key concepts of M&A financing, such as debt financing, equity financing, and contingent payment.
-
Explain each concept clearly and concisely.
-
Provide examples to illustrate the key points.
Valuation Case Studies
Show steps
Become familiar with the thought process behind professional analysts when valuing companies for mergers and acquisitions. Through case studies, you will cover various valuation techniques and apply them to real-world examples.
Browse courses on
Valuation
Show steps
-
Review the case study materials
-
Identify the key assumptions and drivers
-
Calculate the valuation using the appropriate methods
-
Provide a recommendation and support your analysis
Solve Practice Problems on Hostile Takeover Defenses
Show steps
Reinforce your knowledge of hostile takeover defenses by solving practice problems.
Show steps
-
Identify the different types of hostile takeover defenses.
-
Practice applying these defenses to hypothetical takeover scenarios.
-
Complete online quizzes to assess your understanding.
Identify a Mentor in the M&A Field
Show steps
Accelerate your learning by seeking guidance from an experienced professional in the M&A field.
Show steps
Show steps
Show steps
- Identify potential mentors who have expertise in M&A.
- Reach out to these individuals and express your interest in mentorship.
- Establish a regular communication schedule and discuss your career goals.
Overview Course Content
Show steps
Become familiar with the broad topics covered in the course and the sequence of delivery. This will help you approach the course with a clearer idea of how each topic relates to another.
Show steps
Show steps
Show steps
- Review syllabus and course schedule
- Preview reading materials
- Identify key concepts
Explore Online Tutorials on M&A Accounting
Show steps
Supplement your understanding of M&A accounting by exploring online tutorials that provide clear explanations and examples.
Show steps
Show steps
Show steps
- Search for online tutorials on M&A accounting.
- Choose a tutorial that aligns with your learning style and needs.
- Follow the tutorial and take notes on the key concepts.
Ten other activities
Expand to see all activities and additional details
Show all 13 activities
Review Financial Modeling and Valuation
Show steps
Review the basics of financial modeling and valuation to strengthen your understanding of M&A financial accounting and projections.
View
Investment Banking Workbook: 500+ Problem...
on Amazon
Show steps
Show steps
Show steps
- Read Chapters 1-3 to gain an overview of financial modeling and valuation concepts.
- Work through the practice problems at the end of each chapter to test your understanding.
- Complete the online quizzes to assess your knowledge.
Attend an Industry Conference on Mergers and Acquisitions
Show steps
Connect with professionals in the M&A industry and gain insights into current trends and best practices by attending an industry conference.
Show steps
Show steps
Show steps
- Identify relevant industry conferences that align with your career goals.
- Register for the conference and prepare to engage with attendees.
- Attend sessions, participate in discussions, and network with professionals.
Dives into a Specific M&A Topic
Show steps
Select a topic covered in the course that interests you the most, or that you find challenging. Find online tutorials, articles, or videos that explain the topic in more detail to deepen your understanding.
Show steps
Show steps
Show steps
- Identify a specific M&A topic
- Find online resources (tutorials, articles, or videos)
- Review the material and take notes
Develop a Financial Model for a Hypothetical M&A Deal
Show steps
Apply your understanding of M&A financial accounting and projections by building a financial model for a hypothetical M&A deal.
Show steps
Show steps
Show steps
- Identify a target company and an acquiring company.
- Gather financial data for both companies.
- Build a financial model to project the financial impact of the M&A deal.
- Analyze the results of your model and make recommendations.
Prepare a Presentation on the Sale Process
Show steps
Enhance your understanding of the sale process by creating a presentation that covers the key steps involved.
Show steps
Show steps
Show steps
- Outline the key steps in the sale process, such as preparing the company for sale, marketing the company, and negotiating the terms of the sale.
- Develop slides that explain each step in detail.
- Practice delivering your presentation.
Participate in a Workshop on M&A Due Diligence
Show steps
Enhance your practical skills in M&A due diligence by participating in a hands-on workshop.
Show steps
Show steps
Show steps
- Identify workshops that focus on M&A due diligence.
- Register for the workshop and prepare to actively participate.
- Engage in discussions, complete exercises, and work on case studies.
Develop a Financial Model
Show steps
Practice constructing a financial model to analyze the financial performance of a company. Use the model to determine the company's strengths and weaknesses, and to make recommendations for improvement.
Show steps
Show steps
Show steps
- Gather data from financial statements and other sources
- Create a base case model
- Develop scenarios and analyze results
- Present findings and recommendations
Write a Summary of the Key Concepts of M&A Financing
Show steps
Demonstrate your understanding of M&A financing by creating a concise and informative summary of the key concepts.
Show steps
Show steps
Show steps
- Identify the key concepts of M&A financing, such as debt financing, equity financing, and contingent payment.
- Explain each concept clearly and concisely.
- Provide examples to illustrate the key points.
Valuation Case Studies
Show steps
Become familiar with the thought process behind professional analysts when valuing companies for mergers and acquisitions. Through case studies, you will cover various valuation techniques and apply them to real-world examples.
Browse courses on
Valuation
Show steps
Show steps
Show steps
- Review the case study materials
- Identify the key assumptions and drivers
- Calculate the valuation using the appropriate methods
- Provide a recommendation and support your analysis
Solve Practice Problems on Hostile Takeover Defenses
Show steps
Reinforce your knowledge of hostile takeover defenses by solving practice problems.
Show steps
Show steps
Show steps
- Identify the different types of hostile takeover defenses.
- Practice applying these defenses to hypothetical takeover scenarios.
- Complete online quizzes to assess your understanding.
Career center
Learners who complete M&A Concepts and Theories: Advanced Topics will develop knowledge and skills
that may be useful to these careers:
Investment Banker
Investment Banker
As an Investment Banker, you'll provide financial advice to mergers and acquisition professionals and their clients. This course, M&A Concepts and Theories: Advanced Topics, can help you with key preparatory topics that can help you succeed in this role. This course will help you build a foundation with financial accounting, and help you learn how to come up with realistic assumptions. This can help you avoid any large financial faux pas in your early career.
Mergers and Acquisitions Manager
Mergers and Acquisitions Manager
A Mergers and Acquisitions Manager plans, studies, and executes mergers, acquisitions, and divestitures. This course, M&A Concepts and Theories: Advanced Topics, is designed to prepare you for this role, as the course title suggests. An understanding of financial accounting and projections is key to successful ventures, and this course can teach you all about that.
Private Equity Associate
Private Equity Associate
Private Equity Associates manage the investment of private equity funds. This course, M&A Concepts and Theories: Advanced Topics, can provide you with the knowledge to project financial accounting and predict the outcome of these private equity investments. You'll learn the ins and outs of financing a deal, gaining an advantage over other job seekers.
Investment Manager
Investment Manager
An Investment Manager handles financial investments on behalf of individuals or organizations. This course, M&A Concepts and Theories: Advanced Topics, will help you cultivate a solid foundation in financial projections and accounting. This course will make you more aware of how mergers and acquisitions affect private equity, which makes up a large part of an Investment Manager's portfolio.
Financial Analyst
Financial Analyst
Financial Analysts help companies make sound financial decisions. This can include examining mergers and acquisitions deals. This course, M&A Concepts and Theories: Advanced Topics, is a great starting place to gain experience in the subject. The financial projections and accounting concepts discussed in this course are fundamental to success as a Financial Analyst.
Corporate Finance Analyst
Corporate Finance Analyst
Corporate Finance Analysts use financial analysis to guide businesses in making better operating and investment decisions. M&A Concepts and Theories: Advanced Topics can help build a solid foundation for Corporate Finance Analysts who wish to get into the world of mergers and acquisitions.
Financial Advisor
Financial Advisor
Financial Advisors help clients reach their financial goals. This can include advising them on mergers and acquisitions. This course, M&A Concepts and Theories: Advanced Topics, can help you build a solid foundation for understanding mergers and acquisitions. This course will teach you about the accounting and financial projections that go into these large financial decisions.
Management Consultant
Management Consultant
Management Consultants help businesses improve their performance. This can include advising them on mergers and acquisitions. This course, M&A Concepts and Theories: Advanced Topics, may be useful to Management Consultants who lack a background in finance.
Corporate Development Manager
Corporate Development Manager
Corporate Development Managers are responsible for developing and executing strategies for mergers and acquisitions. This course, M&A Concepts and Theories: Advanced Topics, may be useful to Corporate Development Managers who wish to gain more knowledge about mergers and acquisitions.
Business Analyst
Business Analyst
Business Analysts help businesses improve their operations. This can include analyzing the impact of mergers and acquisitions. This course, M&A Concepts and Theories: Advanced Topics, may be useful for Business Analysts who wish to gain more knowledge about mergers and acquisitions.
Chief Financial Officer
Chief Financial Officer
Chief Financial Officers (CFOs) are responsible for managing the financial affairs of a company. This can include overseeing mergers and acquisitions. This course, M&A Concepts and Theories: Advanced Topics, may be useful to CFOs who wish to gain more knowledge about mergers and acquisitions.
Portfolio Manager
Portfolio Manager
Portfolio Managers manage financial investments on behalf of individuals or organizations. This can include investing in companies that are involved in mergers and acquisitions. This course, M&A Concepts and Theories: Advanced Topics, may be useful to Portfolio Managers who wish to gain more knowledge about mergers and acquisitions.
Financial Controller
Financial Controller
Financial Controllers are responsible for managing the financial operations of a company. This can include overseeing mergers and acquisitions. This course, M&A Concepts and Theories: Advanced Topics, may be useful to Financial Controllers who wish to gain more knowledge about mergers and acquisitions.
Investment Associate
Investment Associate
Investment Associates assist Investment Bankers in providing financial advice to clients. This can include working on mergers and acquisitions deals. This course, M&A Concepts and Theories: Advanced Topics, may be useful to Investment Associates who wish to gain more knowledge about mergers and acquisitions.
Equity Research Analyst
Equity Research Analyst
Equity Research Analysts analyze companies and make recommendations on whether to buy, sell, or hold their stocks. This can include analyzing companies that are involved in mergers and acquisitions. This course, M&A Concepts and Theories: Advanced Topics, may be useful to Equity Research Analysts who wish to gain more knowledge about mergers and acquisitions.
For more career information including salaries, visit:
OpenCourser.com/course/slqs2o/m
Reading list
We've selected 21 books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
M&A Concepts and Theories: Advanced Topics.
This academic textbook delves into the financial, legal, and strategic implications of mergers, acquisitions, and corporate restructuring. It provides students and professionals with a deep understanding of the complexities involved in these transactions.
Provides a comprehensive guide to creating value in mergers and acquisitions. It covers everything from deal strategy to post-merger integration.
This practical guide offers a comprehensive overview of the mergers and acquisitions process, from planning to execution. It valuable resource for practitioners seeking to enhance their understanding and skills in this area.
This comprehensive textbook provides a broad overview of mergers and acquisitions, covering topics from strategic planning to post-merger integration. It valuable resource for students seeking a comprehensive understanding of the field.
Save
This textbook provides a practical guide to the financial analysis and valuation techniques used in investment banking. It useful reference for students and professionals who want to learn more about the M&A process from a financial perspective.
Save
Provides a comprehensive introduction to private equity. It covers everything from fund structure to investment strategies.
This textbook provides a comprehensive overview of the M&A process, with a focus on the legal and regulatory aspects. It useful reference for students and professionals who want to learn more about the legal and regulatory aspects related to M&A deals.
Provides a comprehensive overview of venture capital and the finance of innovation. It covers everything from the history of venture capital to the latest trends.
Provides a unique perspective on the financial markets. It can be helpful for investors who are interested in learning more about how to make better investment decisions.
Provides a step-by-step guide to building a successful startup company, covering topics such as product development, marketing, and sales. It valuable resource for those starting or running a startup company.
Provides a classic guide to value investing. It can be helpful for investors who are interested in learning more about how to make sound investment decisions.
Provides a practical guide to building a successful startup company, covering topics such as customer development, product development, and marketing. It valuable resource for those starting or running a startup company.
Provides a comprehensive guide to security analysis. It can be helpful for investors who are interested in learning more about how to value stocks and bonds.
Save
Provides a practical guide to getting customers for a startup company, covering topics such as marketing, sales, and customer service. It valuable resource for those starting or running a startup company.
Provides a framework for understanding why successful companies often fail to innovate. It valuable resource for those interested in understanding the challenges of innovation.
Provides a comprehensive guide to options, futures, and derivatives. It can be helpful for investors who are interested in learning more about how to use these instruments to hedge risk and speculate on the financial markets.
Provides a framework for marketing and selling technology products to mainstream customers. It valuable resource for those interested in understanding the challenges of marketing and selling technology products.
Save
Provides a framework for developing and evaluating good strategy. It valuable resource for those interested in understanding the principles of good strategy.
Provides a comprehensive guide to quantitative equity investing. It can be helpful for investors who are interested in learning more about how to use quantitative techniques to make investment decisions.
Provides a classic guide to the business of advertising. It can be helpful for entrepreneurs and marketers who are interested in learning more about how to create effective advertising campaigns.
Provides a framework for creating and sustaining successful growth. It valuable resource for those interested in understanding the principles of growth.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/slqs2o/m
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Effort
1 to 2 hours per week for 4 weeks
Level
Intermediate
Via
edX
Institution
New York Institute of Finance
Instructor
Jeff Hooke
Session
April 1, 2024
- April 1, 2030
Language
English
Transcripts
English
Español
Français
Português
Deutsch
中文
العربية
हिंदी
Türkçe
తెలుగు
Bahasa Indonesia
Kiswahili
This course belongs to a
collection
called
Mergers & Acquisitions (M&A). It's comprised of six courses:
- M&A: Concepts and Theories
- Accounting Principles for M&A
- M&A: Structuring the Deal
- M&A: Free Cash Flow (FCF) Modeling
- M&A Concepts and Theories: Advanced Topics (viewing)
- M&A Professional Certificate Examination
Good to know
Taught by Jeff Hooke, who is experienced in investment banking's Mergers & Acquisitions desk
Develops concepts of M&A financial accounting and projections, which are foundational to the accounting and finance aspects of Mergers and Acquisitions
Examines various sources to finance an M&A deal, which is vital for understanding the financial implications of the transaction
Provides insights into the seller's viewpoint, which is often neglected in M&A courses
Covers the various steps involved in the sale process, which helps learners understand the typical sequence of events in an M&A transaction
Explores hostile takeover defenses, which are relevant in understanding the dynamics of M&A transactions
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