Mergers and Acquisitions: Structuring the Deal
Posted 1 year 2 months ago by New York Institute of Finance
Understand the practicalities of mergers and acquisitions
This course looks in detail at the different ways in which mergers and acquisitions transactions are structured.
Youâ€™ll learn about legal structures, stock purchases, asset purchases, tax loss mergers and reverse mergers.
As you explore these different transaction structures, youâ€™ll consider the legal and corporate documents involved and the tax implications for both buyer and seller.
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.
- 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