CM&AA: Investment Banking Structuring Techniques

Content
2 modules

Difficulty
Intermediate

Rating

Course Length
118 mins

Instructor
Champ Davis

Price
$150 - 200

Description

This online professional education class provides an introduction to corporate M&A, including the conceptual framework and adjustments to the income statement. Students will also gain an understanding of valuation and accretion/dilution case studies. With this knowledge, students can evaluate M&A transactions with greater accuracy and make informed decisions.
 
Instructor: Champ Davis 
Champ W. Davis has significant experience providing investment banking services to clients in a wide variety of manufacturing, distribution, and service industries. His clients have ranged from closely held private companies to large-cap publicly traded corporations. Davis has advised clients on mergers and acquisitions, financial restructurings, and private placements of debt and equity. He has also advised clients on structuring and financing ESOPS, recapitalizations, leveraged buyouts, management buyouts, and going-private transactions. He has provided complex financial analysis for the rendering of fairness and solvency opinions. 

Objectives

Introduction to Corporate M&A 
  • Transaction Considerations 
  • General Concepts 
  • Process Timeline 
  • Evaluation of Terms and Price 
  • Accretion / Dilution Defined 
  • Accretion / Dilution Illustration 
  • Other Considerations 
Adjustments to the Income Statement 
  • Stock-for-Stock Acquisition 
  • Cash-for-Stock  
  • Synergies 
  • Additional Adjustments 
Adjustments to the Income Statement 
  • Stock-for-Stock Acquisition 
  • Cash-for-Stock  
  • Synergies 
  • Additional Adjustments 

1.
CM&AA: Investment Banking Structuring Techniques OnDemand
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2.
CM&AA: Investment Banking Structuring Techniques Presentation
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Added 3 months ago, by Ian
Excellent information
 
Added 3 months ago, by Jim
Good info.

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