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M&A Concepts and Theories

Advanced Topics

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.

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.

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.;

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

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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

Traffic lights

Read about what's good

what should give you pause

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

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Reviews summary

Advanced m&a concepts for career development

According to learners, this course provides a solid foundation in advanced M&A concepts crucial for those pursuing a career on a broker-dealer's M&A desk. Students found the coverage of topics like deal financing, the sale process, and takeover defenses to be particularly valuable. While many consider it highly relevant for career preparation, some feedback indicates that the depth may vary depending on prior experience, with some finding it adequately 'advanced' while others felt it could go deeper or required strong prerequisites. Overall, the course is seen as a generally positive component of the M&A Professional Certificate program.

Opinions vary on how truly 'advanced' the material is.

"For someone new to M&A, this is advanced. For experienced pros, it might be a review."

"I found it challenging without a strong prior finance background."

"Could use more in-depth analysis on complex financing structures."

"The pace is fast if you're not already familiar with some terms."

Well-organized sessions with relevant case studies.

"The structure flows logically from topic to topic."

"The case studies helped illustrate the concepts presented."

"The lessons were bite-sized and easy to follow."

"The sessions build well upon each other."

Addresses essential M&A financing and defense concepts.

"The lessons on financing the deal and takeover defenses were particularly useful."

"I appreciated the coverage of the seller's viewpoint and the sale process."

"The course does a good job introducing the key concepts outlined in the syllabus."

"Gave me a good overview of different financing sources for M&A deals."

Useful for those aiming for an M&A career role.

"This course, as part of the certificate, is very relevant for aspiring M&A professionals."

"It gives you the vocabulary and framework needed for an M&A desk."

"Helped me understand the practical steps in a deal process."

"Highly applicable to real-world M&A scenarios and roles."

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

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Accelerate your learning by seeking guidance from an experienced professional in the M&A field.

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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

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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.

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Review syllabus and course schedule
Preview reading materials
Identify key concepts

Explore Online Tutorials on M&A Accounting

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Supplement your understanding of M&A accounting by exploring online tutorials that provide clear explanations and examples.

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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

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Review Financial Modeling and Valuation

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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

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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

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Connect with professionals in the M&A industry and gain insights into current trends and best practices by attending an industry conference.

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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

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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.

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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

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Apply your understanding of M&A financial accounting and projections by building a financial model for a hypothetical M&A deal.

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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

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Enhance your understanding of the sale process by creating a presentation that covers the key steps involved.

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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

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Enhance your practical skills in M&A due diligence by participating in a hands-on workshop.

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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

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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.

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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

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Demonstrate your understanding of M&A financing by creating a concise and informative summary of the key concepts.

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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

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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

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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

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Reinforce your knowledge of hostile takeover defenses by solving practice problems.

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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:

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.

See salaries and explore the career path for Mergers and Acquisitions Manager

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.

See salaries and explore the career path for Investment Banker

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.

See salaries and explore the career path for Private Equity Associate

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.

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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.

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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.

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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.

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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.

See salaries and explore the career path for Management Consultant

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.

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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.

See salaries and explore the career path for Business Analyst

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.

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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.

See salaries and explore the career path for Chief Financial Officer

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.

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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.

See salaries and explore the career path for Investment Associate

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.

See salaries and explore the career path for Financial Controller

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.

Mergers, Acquisitions, and Corporate Restructurings

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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.

Mergers, Acquisitions, and Corporate Restructurings...

Hardcover

$$$

Mergers, Acquisitions, and Corporate Restructurings