M&A - Concepts & Theories | Finance Training

Curriculum!!!

What you'll learn

Who should take this

Faculty

Module 1: Mergers and Acquisitions Overview

M&A market trends
Why acquire?
Key concepts

Module 2: Key Drivers of a Successful Acquisition

What creates value in an acquisition?
Why do some acquisitions fail?
Academic research
Can firms learn to acquire?
Synergy
Attractiveness of Target Companies

Module 3: Acquisition Structure

Asset purchase
Share purchase
Merger
Hostile
Acquisition accounting fundamentals

Module 4: Sequence of Events

Initial negotiations to closing

Module 5: Documentation and Agreements

Confidentiality agreement
Letter of intent
Stock purchase agreement
Asset purchase agreement
Fairness opinion

Module 1: Managing for Value Creation

Key managerial success factors
Merger planning - start at the top

Module 2: How Does the Integration Process Affect Value Creation?

Pre merger planning
Post merger planning

Module 3: Valuation

Appraisal Principles
Valuation Methods

Module 4: Financing the Acquisition

Financing mix
Consideration
Methods of payment

Module 5: Anti-takeover Mechanisms

Poison pills and other defensive measures
Anti-trust Policies

Emphasis on underlying concepts and key legal and accounting issues for real-world deals

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.
Follow the sequence of events of a typical transaction.
Examine the structure used in financing M&A transactions.

Financial analysts/managers, bankers, strategic planning professionals, corporate finance lawyers, and market regulators

name test 2

Jay is currently an Executive Vice President at NYIF, where he supports the CEO in developing partnerships with NYIF globally and in capital raising for business development purposes. Jay also serves as a Board Director for other privateand public corporations.

Joseph Iraci is currently the VP of Enterprise Risk Management and Internal Audit at Robinhood Markets, Inc. He is also an adjunct professor at the New Jersey City University’s School of Business and an instructor for the Advanced Risk Management Program that is co-sponsored by the Wharton School of Business and RMA. He is very active in various councils and committees within the financial services industry.

Education

Jay holds a BA degree from Rice University, MA and PhD degrees from Harvard University Graduate School of Arts & Sciences

test

Jay is currently an Executive Vice President at NYIF, where he supports the CEO in developing partnerships with NYIF globally and in capital raising for business development purposes. Jay also serves as a Board Director for other privateand public corporations.

Joseph Iraci is currently the VP of Enterprise Risk Management and Internal Audit at Robinhood Markets, Inc. He is also an adjunct professor at the New Jersey City University’s School of Business and an instructor for the Advanced Risk Management Program that is co-sponsored by the Wharton School of Business and RMA. He is very active in various councils and committees within the financial services industry.

Education

Jay holds a BA degree from Rice University, MA and PhD degrees from Harvard University Graduate School of Arts & Sciences

test 3

Jay is currently an Executive Vice President at NYIF, where he supports the CEO in developing partnerships with NYIF globally and in capital raising for business development purposes. Jay also serves as a Board Director for other privateand public corporations.

Joseph Iraci is currently the VP of Enterprise Risk Management and Internal Audit at Robinhood Markets, Inc. He is also an adjunct professor at the New Jersey City University’s School of Business and an instructor for the Advanced Risk Management Program that is co-sponsored by the Wharton School of Business and RMA. He is very active in various councils and committees within the financial services industry.

Education

Jay holds a BA degree from Rice University, MA and PhD degrees from Harvard University Graduate School of Arts & Sciences

test 4

Jay is currently an Executive Vice President at NYIF, where he supports the CEO in developing partnerships with NYIF globally and in capital raising for business development purposes. Jay also serves as a Board Director for other privateand public corporations.

Joseph Iraci is currently the VP of Enterprise Risk Management and Internal Audit at Robinhood Markets, Inc. He is also an adjunct professor at the New Jersey City University’s School of Business and an instructor for the Advanced Risk Management Program that is co-sponsored by the Wharton School of Business and RMA. He is very active in various councils and committees within the financial services industry.

Education

Jay holds a BA degree from Rice University, MA and PhD degrees from Harvard University Graduate School of Arts & Sciences

Mergers & Acquisitions - Concepts & Theories

Please complete this form and a NYIF Career Advisor will assist you.

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Please complete this form and a NYIF Career Advisor will assist you.

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Please complete this form and a NYIF Career Advisor will assist you.

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Please fill in a valid email and phone number.

Select preferred contact method

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Where Wall Street Goes to SchoolTM!

Please select a time and date from the calendar to book a 15-minute call with a NYIF Career Advisor.

You can also reach us on +1 347 842 2501 or mb100rabh@gmail.com

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Mergers & Acquisitions - Concepts & Theories

Easy monthly payments

Emphasis on underlying concepts and key legal and accounting issues for real-world deals

name test 2

test

test 3

test 4

Mergers & Acquisitions - Concepts & Theories

Please complete this form and a NYIF Career Advisor will assist you.

Please fill in the field.

Please complete this form and a NYIF Career Advisor will assist you.

Please fill in the field.

Please complete this form and a NYIF Career Advisor will assist you.

Please fill in the field.

Please complete this form and a NYIF Career Advisor will assist you.

Please fill in a valid email and phone number.

Select preferred contact method

Please fill in the field.

Where Wall Street Goes to SchoolTM!

Please select a time and date from the calendar to book a 15-minute call with a NYIF Career Advisor.

You can also reach us on +1 347 842 2501 or mb100rabh@gmail.com

Something went wrong, please try again later!

Mergers & Acquisitions - Concepts & Theories

Easy monthly payments

Day 1

Day 2