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M&A

Concepts and Theories

Jeff Hooke

Offering an intensive introduction to the complex world of M&A, this course will provide an invaluable foundation in strategy, regulation, finding a deal, corporate valuation, and more.

You will learn about buyer strategies, how M&A can increase business value, and how to start the acquisition process, as well as identify successful acquisitions.

Taught by instructors with decades of experience on Wall Street, this M&A course will equip analysts and associates with the skills they need to rise to employment in the M&A field. Additionally, directors and managers who have transitioned, or hope to transition, to M&A from other areas such as equities or fixed income can use this course to eliminate skill gaps.

This course is part of the New York Institute of Finance’s popular Mergers & Acquisitions Professional Certificate program.

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What's inside

Learning objectives

Recognize the common motivations for acquisitions and the reasons many are unsuccessful.
Identify the methods of structuring a business acquisition.

Evaluate the intrinsic and relative valuation methods for target companies.

Recognize the common motivations for acquisitions and the reasons many are unsuccessful.
Identify the methods of structuring a business acquisition.
Evaluate the intrinsic and relative valuation methods for target companies.

Syllabus

Session 1: Overview and Buyer Strategies

Lesson 1: Global M&A

Lesson 2: Emerging Market M&A Issues

Lesson 3: The Buyer’s Viewpoint

Lesson 4: Three Ways M&A can Increases Value

Lesson 5: Buy vs. Build Synergies

Case Studies

Session 2: Finding a Deal

Lesson 1: Starting the Acquisition Process

Lesson 2: Characteristics of Successful Acquisitions

Lesson 3: Key Risks and Failed Deals: Case Study

Case Studies

Session 3: Pricing the Deal

Lesson 1: Valuation: Approaches and Methodologies

Lesson 2: Discounted Cash Flow Approach

Lesson 3: Public Companies

Lesson 4: Comparable Acquisitions and Leveraged Buyout Valuation

Session 4: Special Valuation Cases

Lesson 1: Emerging Markets

Lesson 2: Money-losing or Erratic Track Records

Lesson 3: Industry Specific Multiples

Lesson 4: Natural Resource Companies

Lesson 5: Speculative Hi-tech Firms

Lesson 6: Sum of the parts Companies with Several Different Business Lines

Lesson 7: M&A Free Cash Flow Analysis

Lesson 8: Premiums and Discounts

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Provides an invaluable overview of mergers and acquisitions, establishing a foundation in strategy and regulation for analysts and associates seeking employment in the field

Taught by experienced Wall Street professionals, equipping participants with practical knowledge and skills for success in M&A

Part of the esteemed New York Institute of Finance's Mergers & Acquisitions Professional Certificate program, a valuable credential for aspiring professionals

Examines the crucial topic of merger and acquisition motivations and pitfalls, providing insights into successful acquisitions

Explores various business acquisition structuring methods, empowering participants with practical knowledge

Covers intrinsic and relative valuation methods for target companies, developing essential financial analysis skills

Requires some background knowledge in finance concepts, suitable for individuals with prior coursework or experience in the field

Participants are expected to have basic familiarity with financial modeling techniques to fully engage with the course material

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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 with these activities:

Review 'Mergers, Acquisitions, and Corporate Restructuring' by Patrick A. Gaughan

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Gain insights into the complexities of M&A transactions and corporate restructurings.

View Mergers, Acquisitions, and Corporate... on Amazon

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Read the assigned chapters and take notes.
Summarize the key concepts discussed in each chapter.
Identify examples and case studies that illustrate the practical applications of M&A principles.

Organize and review course materials

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Solidify your understanding by synthesizing and reviewing key concepts from the course.

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Gather and organize your notes, assignments, quizzes, and exams.
Review and summarize the main concepts covered in each module.
Identify areas where you need further clarification.

Attend an industry conference on M&A

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Connect with professionals in the field and stay updated on the latest M&A trends.

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Research and identify relevant industry conferences.
Register and attend the conference.
Network with attendees, including speakers, panelists, and fellow participants.
Gather insights and materials from the conference sessions.

Five other activities

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Write a blog post on a specific M&A topic

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Develop your written communication skills and share your understanding of M&A concepts.

Browse courses on M&A

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Choose a specific M&A topic to focus on.
Research and gather information on the topic.
Write a well-structured blog post that presents your findings and insights.
Publish your blog post on a relevant platform.

Solve M&A case studies

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Engage with real-world M&A scenarios to enhance your analytical and decision-making skills.

Browse courses on M&A

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Read and analyze the case study.
Identify the key issues and challenges.
Develop and evaluate potential solutions.
Present your recommendations.

Participate in a workshop on M&A valuation

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Enhance your valuation skills and gain practical experience in applying different valuation methods.

Browse courses on M&A

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Research and identify relevant workshops on M&A valuation.
Register and attend the workshop.
Actively participate in the workshop activities and discussions.
Apply the learned valuation techniques to real-world case studies.

Create a fictional M&A deal

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Simulate a realistic M&A deal to solidify your understanding of the process and its intricacies.

Browse courses on M&A

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Define the buyer and target companies, including their industries, financials, and strategic goals.
Analyze the potential synergies and risks of the deal.
Determine the appropriate deal structure and valuation.
Negotiate the key terms of the agreement.
Prepare a presentation to present your deal to investors or management.

Build a financial model for an M&A transaction

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Develop practical financial modeling skills essential for evaluating M&A transactions.

Browse courses on M&A

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Gather financial data on the buyer and target companies.
Build a financial model that projects the combined financial performance of the merged entity.
Analyze the model's results and draw conclusions about the potential impact of the transaction.
Create a presentation to communicate your findings.

Career center

Learners who complete M&A: Concepts and Theories will develop knowledge and skills that may be useful to these careers:

Management Consultant

A Management Consultant helps companies with their strategy, operations, and other business issues. This course may be useful in helping build a foundation that will be needed to succeed in this role. The course's description says that it will teach about M&A, which is a key part of the job of a Management Consultant.

See salaries and explore the career path for Management Consultant

Financial Analyst

A Financial Analyst researches investments and provides advice to clients on how to invest their money. This course may be useful in helping build a foundation that will be needed to succeed in this role. The course's description says that it will teach about valuation, which is a key part of the job of a Financial Analyst.

See salaries and explore the career path for Financial Analyst

Investment Banker

An Investment Banker helps companies raise money by issuing securities and providing financial advice on mergers and acquisitions (M&A). This course may be useful in helping build a foundation that will be needed to succeed in this role. The course's description says that it will teach about M&A, which is a key part of the job of an Investment Banker.

See salaries and explore the career path for Investment Banker

Portfolio Manager

A Portfolio Manager manages the investments of a portfolio of clients. This course may be useful in helping build a foundation that will be needed to succeed in this role. The course's description says that it will teach about valuation, which is a key part of the job of a Portfolio Manager.

See salaries and explore the career path for Portfolio Manager

Risk Manager

A Risk Manager helps companies identify and manage their risks. This course may be useful in helping build a foundation that will be needed to succeed in this role. The course's description says that it will teach about valuation, which is a key part of the job of a Risk Manager.

See salaries and explore the career path for Risk Manager

Credit Analyst

A Credit Analyst evaluates the creditworthiness of companies and other borrowers. This course may be useful in helping build a foundation that will be needed to succeed in this role. The course's description says that it will teach about valuation, which is a key part of the job of a Credit Analyst.

See salaries and explore the career path for Credit Analyst

Chief Financial Officer (CFO)

A Chief Financial Officer (CFO) is responsible for the financial health of a company. This course may be useful in helping build a foundation that will be needed to succeed in this role. The course's description says that it will teach about M&A, which is a key part of the job of a CFO.

See salaries and explore the career path for Chief Financial Officer (CFO)

Business Development Manager

A Business Development Manager is responsible for developing new business opportunities for a company. This course may be useful in helping build a foundation that will be needed to succeed in this role. The course's description says that it will teach about M&A, which is a key part of the job of a Business Development Manager.

See salaries and explore the career path for Business Development Manager

Corporate Lawyer

A Corporate Lawyer advises companies on legal matters, including M&A. This course may be useful in helping build a foundation that will be needed to succeed in this role. The course's description says that it will teach about M&A, which is a key part of the job of a Corporate Lawyer.

See salaries and explore the career path for Corporate Lawyer

Equity Research Analyst

An Equity Research Analyst researches companies and provides investment recommendations to clients. This course may be useful in helping build a foundation that will be needed to succeed in this role. The course's description says that it will teach about valuation, which is a key part of the job of an Equity Research Analyst.

See salaries and explore the career path for Equity Research Analyst

Private Equity Associate

A Private Equity Associate helps private equity firms invest in companies. This course may be useful in helping build a foundation that will be needed to succeed in this role. The course's description says that it will teach about M&A, which is a key part of the job of a Private Equity Associate.

See salaries and explore the career path for Private Equity Associate

Corporate Development Associate

A Corporate Development Associate helps companies with their M&A and other strategic initiatives. This course may be useful in helping build a foundation that will be needed to succeed in this role. The course's description says that it will teach about M&A, which is a key part of the job of a Corporate Development Associate.

See salaries and explore the career path for Corporate Development Associate

Chief Executive Officer (CEO)

A Chief Executive Officer (CEO) is responsible for the overall management of a company. This course may be useful in helping build a foundation that will be needed to succeed in this role. The course's description says that it will teach about M&A, which is a key part of the job of a CEO.

See salaries and explore the career path for Chief Executive Officer (CEO)

Investment Manager

An Investment Manager oversees the investment of funds for clients. This course may be useful in helping build a foundation that will be needed to succeed in this role. The course's description says that it will teach about valuation, which is a key part of the job of an Investment Manager.

See salaries and explore the career path for Investment Manager

Strategy Consultant

A Strategy Consultant helps companies develop and implement their strategies. This course may be useful in helping build a foundation that will be needed to succeed in this role. The course's description says that it will teach about M&A, which is a key part of the job of a Strategy Consultant.

See salaries and explore the career path for Strategy Consultant

Reading list

We've selected 12 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.

Mergers and Acquisitions, 2005 Supplement

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Provides a comprehensive overview of the M&A process, from planning and execution to integration and post-merger management.

Mergers and Acquisitions, 2005 Supplement

Paperback

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Mergers and Acquisitions, 2005 Supplement

Kindle Edition

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Mergers, Acquisitions, and Corporate Restructurings

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Provides a comprehensive overview of the legal, financial, and strategic aspects of mergers, acquisitions, and corporate restructuring. It is written by two leading experts in the field and is considered to be one of the best textbooks on the subject.

M&A

Concepts and Theories

Two deals to help you save

What's inside

Learning objectives

Syllabus

Good to know

Save this course

Activities

Career center

Reading list

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