In Mergers and Acquisitions New York Institute of Finance offers participants an introduction to an aspect of business that has become an inseparable part of today's increasingly competitive economic environment. This introductory level series walks students step-by-step through the M&A process. The series identifies the types of corporations most likely to be M&A players and the types of corporations most likely to be M&A targets. Participants learn how to calculate potential risks and returns before taking the M&A leap; determine an acquisition candidate's value; weigh the various financing options; develop an exit strategy; and deal with the people and systems in the newly acquired company.
Who should take this course:
Financial analysts/managers, bankers, strategic planning professionals, financial decision-makers in corporations, corporate finance lawyers, corporate finance accountants, financial management consultants, market regulators and professionals interested in the nuts-and-bolts aspects of M&A analysis and valuation.
Prerequisites:
Financial Statement Analysis or equivalent knowledge.
Training Hours/CPE Credits:
5
Modules
Overview of Mergers and Acquitisions
Module Code
:
mana_1001
Level
:
Basic
Training Hours/ CPE Credits
:
1
Module Description:
This module will look at the two ways companies can expand: by building up the existing company, or by acquiring a new one. Then we'll talk about the key advantages and disadvantages of making an acquisition, the main players in M&A transactions, the steps involved in planning an acquisition, and the basics of acquisition financing.
Learning Objectives:
After completing this module, you'll be able to:
Compare and contrast build and buy strategies
Describe the advantages and disadvantages of acquiring a public company
Identify the main players in M&A transactions
List the steps for planning an acquisition
Discuss the basics of financing an acquisition
Risk Considerations for Mergers and Acquitisions
Module Code
:
mana_1002
Level
:
Basic
Training Hours/ CPE Credits
:
1
Module Description:
This module will look at several important factors that merit consideration when evaluating a potential merger or acquisition.
Learning Objectives:
After completing this module, you'll be able to:
Discuss the relationship between risk and return
Describe common risk considerations
Identify the formula for quantifying risk using the discount rate
Identify steps to be taken by a due diligence team
Recognize characteristics of a suitable turnaround candidate
Valuing the Acquisition Candidate
Module Code
:
mana_1003
Level
:
Basic
Training Hours/ CPE Credits
:
1
Module Description:
This module deals with fair market value, accounting valuation, forecasting, and economic valuation.
Learning Objectives:
After completing this module, you'll be able to:
Describe elements of accounting valuation
Define key principles of financial forecasting
Recognize crucial elements of economic valuation
Integrating the Acquisition
Module Code
:
mana_1005
Level
:
Basic
Training Hours/ CPE Credits
:
1
Module Description:
This module deals with the importance of careful integration and divestment of acquisitions and adding value.
Learning Objectives:
After completing this module, you'll be able to:
Identify the two main areas of integration difficulty.
Describe techniques for effective change management.
Recognize why divestment strategies are employed with acquired companies.
Identify new economy technologies being used to benefit acquired, old economy businesses.
