Mergers, Acquisitions & Business Valuation
Overview
Mergers and acquisitions can create or destroy significant value. This course covers the M&A process from strategy and target screening to valuation, due diligence, deal structuring and post-merger integration, with practical valuation exercises.
Who should attend
Corporate finance and strategy staff, investment professionals, finance managers, and legal advisers.
Training methodology
Interactive presentations, practical exercises, case studies, group discussions, role-plays where relevant, and a personal action plan that participants apply in their own work.
Objectives
By the end of this course, participants will be able to:
- Understand M&A strategy and the deal process
- Value businesses using multiple methods
- Plan and manage due diligence
- Structure and negotiate deals
- Plan post-merger integration
Course outline
Day 1M&A Strategy
- Reasons for M&A
- Types of deals
- Deal process overview
- Why deals fail
- Discussion
Day 2Valuation Methods
- Discounted cash flow
- Comparable companies
- Precedent transactions
- Asset-based valuation
- Valuation lab
Day 3Due Diligence
- Financial due diligence
- Legal and tax issues
- Commercial and operational review
- Red flags
- Case study
Day 4Deal Structuring
- Consideration and payment
- Financing the deal
- Earn-outs and warranties
- Negotiation
- Deal simulation
Day 5Integration
- Integration planning
- Synergy tracking
- Culture and people
- Lessons learned
- Action plan
