M&A: Structuring the Deal
Learn the structure, documentation, legal considerations that go into a Mergers & Acquisitions deal with M&A: Structuring the Deal online course.
Intermediate
Online
4 WeeksQuick Facts
| Medium Of Instructions | Mode Of Learning | Mode Of Delivery |
|---|---|---|
| English | Self Study | Video and Text Based |
Course Overview
If you’re looking to learn how M&A deals are made and how the ideal capital structure for every agreement is determined, then the M&A: Structuring the Deal course is for you. In this programme, you will take a look at the various corporate documents involved in an M&A deal. You will also explore the processing and understand the purpose of the engagement letter.
Moreover, you will also learn about the three legal structures of mergers and acquisitions in the M&A: Structuring the Deal programme. Other topics like the difference between reverse triangular and triangular structures, the difference between an asset and stock purchase, and tax-free deals are also covered in the curriculum.
The M&A: Structuring the Deal certification course will leave you with an understanding of the categories of advanced structuring and accounting rules. Moreover, this four-week training course is a part of the NYIF’s very popular Mergers & Acquisitions Professional Certificate programme. After completion, you will be awarded a certificate, which you can utilise to advance in your career.
The Highlights
- An intermediate Business & Management course
- Delivered in English
- An NYIF offering
- Self-paced learning approach
- One-two hours required per week
- Subtitles in English
- Four-week training duration
- Case studies
Programme Offerings
- An intermediate Business & Management course
- Four-week training duration
- One-two hours required per week
- Delivered in English
- Subtitles in English
- Self-paced learning approach
- Case Studies
Courses and Certificate Fees
| Certificate Availability |
|---|
| no |
Eligibility Criteria
No hard and fast prerequisites are necessary to enrol in the M&A: Structuring the Deal online training.
What you will learn
After finishing the M&A: Structuring the Deal syllabus, you will be proficient in concepts like:
- Accounting rules and Letter of Intent
- Tax-free deals
- Advanced structuring of M&A deals
- Hope and Earnout certificates and Contingent Considerations
- Triangular Mergers and tax considerations for different deals
Admission Details
- https://www.edx.org/learn/business-administration/new-york-institute-of-finance-ma-structuring-the-deal: Use this link to open M&A: Structuring the Deal course webpage.
- Read the programme details carefully.
- Sign in to your edX account.
- If you don’t have an account, create one, or log in using your social credentials.
- Click the ‘Enroll Now’ button.
- Next, you will be sent to a payment page. Choose the appropriate transaction option, and provide your residential and personal details.
- After you have successfully paid the programme fee, you can start learning right away!
Application Details
The M&A: Structuring the Deal training does not ask you to submit any application or registration forms. You can register for this course just by opening an edX account, for which you need to provide your country name, your name, email ID, and create a unique password and username.
The Syllabus
Review and Documents
- Lesson 1: Review M&A Sale Process
- Lesson 2: Where Do Legal Agreements Fit In
- Lesson 3: Corporate Documents
- Lesson 4: IB Engagement Letter
- Case Studies
Documents
- Lesson 1: Confidentiality Agreement (CA): Non-Disclosure Agreement (NDA)
- Lesson 2: Term Sheet
- Lesson 3: Letter of Intent
- Lesson 4: Definitive Agreements
Legal Structures
- Lesson 1: Merger
- Lesson 2: Stock Purchase
- Lesson 3: Asset Purchase
- Lesson 4: Legal Structures: Advantages & Disadvantages
Triangular Mergers
Tax Considerations
- Lesson 1: Stock Purchase Deal
- Lesson 2: Asset Purchase Deal
- Lesson 3: Stock vs. Assets Purchase
Tax-Free Deal
- Lesson 1: Tax-Free Reorganizations
- Lesson 2: Tax-Free Acquisition Structure Alternatives
- Case Studies
Accounting Notes
- Lesson 1: Accounting Rules
- Lesson 2: Letter of Intent - Refresher
Consideration
- Lesson 1: Earnouts and Hope Certificates
- Lesson 2: Contingent Considerations
Advanced Structuring
- Lesson 1: Tax Loss Mergers
- Lesson 2: Break Up/Sum of Parts/Split Off
- Lesson 3: LBOs Merger Structure
- Lesson 4: Roll-ups, Consolidation Pl
- Lesson 5: Distressed/bankruptcy Structures
- Lesson 6: Special Purpose Acquisition Corps (SPAC)
- Lesson 7: Reverse Merger
- Lesson 8: Private Equity Industry Review
Instructors
New York Institute of Finance, New York Frequently Asked Questions (FAQ's)
No, as this is an intermediate course, this course isn’t entirely suitable for beginners.
This course is developed by the New York Institute of Finance (NYIF).
Yes, edX’s video lectures come with English subtitles and transcripts.
The M&A: Structuring the Deal programme is four weeks long.
Yes, this course is a part of the Mergers & Acquisitions (M&A) Professional Certificate programme.