New Member Education

Chapters

INTRO Introduction to Mergers and Acquisitions (M&A): This session will provide an overview of M&A transactions, including the key players, the process, the various strategies involved, and the legal and regulatory considerations.

VALUATION Valuation of Companies: This session will discuss the fundamentals of business valuation, including the use of discounted cash flow and multiples-based methods, as well as the use of comparable transactions.

FINANCING Financing M&A Transactions: This session will examine the various financing options available for M&A transactions, including debt, equity, and hybrid instruments.

NEGOTIATIONS Negotiations and Deal Structuring: This session will cover the basics of M&A negotiations, including the roles and motivations of the various parties involved, the common pricing and structure techniques, and legal considerations.

DUE DILIGENCE Due Diligence: This session will discuss the key components of a due diligence process, including financial, legal, operational, and tax considerations.

REGULATORY Regulatory and Tax Considerations: This session will discuss the regulatory and tax implications of M&A transactions, including the potential for anti-trust issues, the role of the SEC, and the tax ramifications of the transaction.

MULTINATIONAL International M&A Transactions: This session will cover the challenges posed by international transactions, including foreign laws, cross-border financing, and currency considerations.

INTEGRATION Post-Acquisition Integration: This session will cover the various approaches to post-acquisition integration, including the roles of key stakeholders, the challenges of managing change, and the importance of communication.

FINAL PITCH