Try !!!!

AI Quick Summary

The objective of this program is to provide knowledge, and detailed understanding of equity investments followed in the private equity industry. This course will help participants to improve their knowledge and develop their professional skills required in the private equity industry or dealing with private equity professionals. Overview The Course curriculum includes total investment, due diligence, monitoring, and negotiation processes from the owners’ as well as investors’ perspectives.Upon completion of this course, participants will have a clear understanding of the critical processes, challenges and issues faced in the industry as well as be able to differentiate between various transaction structures, their implications and provide an explanation on how to analyze and negotiate term sheets. A case study discussion included in this program detailing the complete process of private equity investments which will provide participants with more significant and valuable knowledge that will be useful in their business and profession. Who should attend All individuals who want to improve their knowledge and further develop their professional skills in the private equity spaceProfessionals who are seeking a career in private equityCEOs, head of business units, departments and decision-making personnel - who want to deal or currently dealing with private equity firmsMiddle to senior managers from any industryAnalysts/ investment bankers/ finance professionals with CPA, CFA, MBA, etcCandidates who want to set up private equity businessMethodology The non-theoretical methodology which includes interactive discussions, case studies, interactive games and assignments to understand the concepts and their applicability in current economic and financial environment.TrainerAll our trainers are carefully chosen by us and possess a rich and vast experience in the financial sector. This course is conducted by an experienced training consultant having more than 17 years of industry experience with some of the world’s leading business institutions, specializing in corporate finance, investment banking, and private equity.Course ContentModule – 1IntroductionIntroductionWhat constitutes M&A?How M&A is different from StrategicAllianceSummary of M&A processes -identification, due diligence andacquisition, documentation, IntegrationModule – 2Various Types of M&A and Strategic Reason for M&AWhy do companies M&A?Strategic and Tactical Reasons for doingM&AVarious Types of M&APitfalls and advantages for these StrategicdecisionsModule – 3Success Factor and Parties involved in M&A TransactionsKey Parties InvolvedPre-requisites to an M&ACritical Success Factors and pitfalls toavoidModule – 4Key Process involved in M&ASteps by Step Approach in M&AWhy analyze the Industry?How to identify the target companies andapproachVarious Criteria to be applied to theTargetModule – 5How to create a comprehensive model and analysis for M&A TransactionsBuild and Critical combined statementsHow to integrate the data of twocompanies and build the synergies thecombined entityFinancial Analysis and Effects of M&ACalculation of Purchase PriceConsideration and GoodwillSources and Uses of FundShareholding and its impact due todilution of sharesModule – 6Calculation and Analysis of EPS Accretion/DilutionDetailed EPS calculations, including thepitfalls to avoidEPS Accretion/Dilution calculation andanalysisAnalysis – Combined financial statementAnalysis of Shares, convertibles,preference shares outstanding of thecombined entityExchange ratio calculationEPS Accretion/Dilution AnalysisModule – 7Valuation Model applied in M&A Transaction ValuationValuation Methods and adjustment ofvarious premiums and discountsDiscounted Cash Flow Adjusting forSynergiesTypes of Sensitivity Analysis in the M&Avaluation1-D Sensitivity Analysis2-D Sensitivity AnalysisOne Stage vs Multi-Stage ModelsModule – 8Managing Comparable Companies AnalysisProcess of valuation based on comparativemultiples - Compilation, adjustments, andrationalizationCharacteristics of MultiplesComparable Companies Analysis Prosand ConsEnterprise value multiples - Equity valuemultiplesKey issues and pitfallsApplication of control or leadershippremium, synergies, cash flows, illiquidityand minority discounts, etcModule - 9How to analyze the company using Precedent Transactions MethodKey Challenges applying PrecedentTransaction MethodPrecedent Transactions Analysis vsTrading CompsPros and ConsProcess/Steps of valuation basedPrecedent Transactions AnalysisCritical adjustments in the compilationand analyzing precedent transactionsModule - 10How to identify and analyze the Synergies in M&AVarious types and their impactCost SynergiesRevenue SynergiesCritical Success Factors and pitfalls toavoidModule - 11Due DiligenceWhy do Due Diligence?Various types of Due-diligenceHow to prepare a company for duediligenceCreating a due diligence plan in line withthe rationaleBalancing the role of internal and externalservice providersHow to resolve post due to diligenceobservationsModule - 12Deal Structuring and Negotiation and ClosureKeys terms and their impact on M&Abusiness-How to negotiate effective terms sheetsKey points to focus while negotiatingSPA/SHAKey Structure used in M&A TransactionsModule - 13Post-Merger IntegrationWhy do M&A deals fail?Risks and its mitigation in M&AKey issues like Attrition, KMPs RetentionMechanism etcFinancial Implications of Firing KMPsManagement of hierarchal differences andcultural differences

Project Idea Metadata

• Project Idea Name: Try !!!!
• Date: 8/18/2022 3:41:29 AM
• Administrators:
  • Susan Nguyen

Project Idea Description

The objective of this program is to provide knowledge, and detailed understanding of equity investments followed in the private equity industry. This course will help participants to improve their knowledge and develop their professional skills required in the private equity industry or dealing with private equity professionals. Overview The Course curriculum includes total investment, due diligence, monitoring, and negotiation processes from the owners’ as well as investors’ perspectives.

Upon completion of this course, participants will have a clear understanding of the critical processes, challenges and issues faced in the industry as well as be able to differentiate between various transaction structures, their implications and provide an explanation on how to analyze and negotiate term sheets. 

A case study discussion included in this program detailing the complete process of private equity investments which will provide participants with more significant and valuable knowledge that will be useful in their business and profession. 

Who should attend                            

All individuals who want to improve their knowledge and further develop their professional skills in the private equity space

• Professionals who are seeking a career in private equity
• CEOs, head of business units, departments and decision-making personnel - who want to deal or currently dealing with private equity firms
• Middle to senior managers from any industry
• Analysts/ investment bankers/ finance professionals with CPA, CFA, MBA, etc
• Candidates who want to set up private equity business

Methodology                                                

The non-theoretical methodology which includes interactive discussions, case studies, interactive games and assignments to understand the concepts and their applicability in current economic and financial environment.

Trainer

All our trainers are carefully chosen by us and possess a rich and vast experience in the financial sector. This course is conducted by an experienced training consultant having more than 17 years of industry experience with some of the world’s leading business institutions, specializing in corporate finance, investment banking, and private equity.

Course Content

Module – 1

Introduction

• Introduction
• What constitutes M&A?
• How M&A is different from StrategicAlliance
• Summary of M&A processes -identification, due diligence andacquisition, documentation, Integration

Module – 2

Various Types of M&A and Strategic Reason for M&A

• Why do companies M&A?
• Strategic and Tactical Reasons for doingM&A
• Various Types of M&A
• Pitfalls and advantages for these Strategicdecisions

Module – 3

Success Factor and Parties involved in M&A Transactions

• Key Parties Involved
• Pre-requisites to an M&A
• Critical Success Factors and pitfalls toavoid

Module – 4

Key Process involved in M&A

• Steps by Step Approach in M&A
• Why analyze the Industry?
• How to identify the target companies andapproach
• Various Criteria to be applied to theTarget

Module – 5

How to create a comprehensive model and analysis for M&A Transactions

• Build and Critical combined statements
• How to integrate the data of twocompanies and build the synergies thecombined entity
• Financial Analysis and Effects of M&A
• Calculation of Purchase PriceConsideration and Goodwill
• Sources and Uses of Fund
• Shareholding and its impact due todilution of shares

Module – 6

Calculation and Analysis of EPS Accretion/Dilution

• Detailed EPS calculations, including thepitfalls to avoid
• EPS Accretion/Dilution calculation andanalysis
• Analysis – Combined financial statement
• Analysis of Shares, convertibles,preference shares outstanding of thecombined entity
• Exchange ratio calculation
• EPS Accretion/Dilution Analysis

Module – 7

Valuation Model applied in M&A Transaction Valuation

• Valuation Methods and adjustment ofvarious premiums and discounts
• Discounted Cash Flow Adjusting forSynergies
• Types of Sensitivity Analysis in the M&Avaluation
• 1-D Sensitivity Analysis
• 2-D Sensitivity Analysis
• One Stage vs Multi-Stage Models

Module – 8

Managing Comparable Companies Analysis

• Process of valuation based on comparativemultiples - Compilation, adjustments, andrationalization
• Characteristics of Multiples
• Comparable Companies Analysis Prosand Cons
• Enterprise value multiples - Equity valuemultiples
• Key issues and pitfalls
• Application of control or leadershippremium, synergies, cash flows, illiquidityand minority discounts, etc

Module - 9

How to analyze the company using Precedent Transactions Method

• Key Challenges applying PrecedentTransaction Method
• Precedent Transactions Analysis vsTrading Comps
• Pros and Cons
• Process/Steps of valuation basedPrecedent Transactions Analysis
• Critical adjustments in the compilationand analyzing precedent transactions

Module - 10

How to identify and analyze the Synergies in M&A

• Various types and their impact
• Cost Synergies
• Revenue Synergies
• Critical Success Factors and pitfalls toavoid

Module - 11

Due Diligence

• Why do Due Diligence?
• Various types of Due-diligence
• How to prepare a company for duediligence
• Creating a due diligence plan in line withthe rationale
• Balancing the role of internal and externalservice providers
• How to resolve post due to diligenceobservations

Module - 12

Deal Structuring and Negotiation and Closure

• Keys terms and their impact on M&Abusiness-
• How to negotiate effective terms sheets
• Key points to focus while negotiatingSPA/SHA
• Key Structure used in M&A Transactions

Module - 13

Post-Merger Integration

• Why do M&A deals fail?
• Risks and its mitigation in M&A
• Key issues like Attrition, KMPs RetentionMechanism etc
• Financial Implications of Firing KMPs
• Management of hierarchal differences andcultural differences