This advanced course provides comprehensive training in financial analysis techniques specific to mergers and acquisitions transactions. Participants will learn target valuation methods, deal structuring, synergy analysis, and post-merger integration financial considerations. The program covers the complete M&A process from target identification through integration, with emphasis on financial due diligence and valuation methodologies. Through detailed case studies and acquisition simulations, attendees will develop the expertise to conduct thorough financial analysis and support successful M&A transactions.
Mergers and Acquisitions (M&A) Financial Analysis
Financial Management and Accounting
October 25, 2025
Introduction
Objectives
Key learning objectives for this course include:
- Master financial valuation techniques for M&A transactions
- Conduct comprehensive financial due diligence
- Analyze and quantify acquisition synergies
- Structure M&A deals for optimal financial outcomes
- Evaluate financing options for acquisitions
- Assess post-merger integration financial impacts
- Understand accounting and tax implications of M&A
- Develop acquisition criteria and screening models
- Manage M&A risks and conduct sensitivity analysis
Target Audience
- M&A Analysts
- Corporate Development Professionals
- Investment Bankers
- Private Equity Analysts
- Financial Due Diligence Specialists
- Strategic Planning Managers
- CFOs and Finance Directors
- Business Valuation Professionals
Methodology
- M&A valuation case studies
- Due diligence simulation exercises
- Deal structuring workshops
- Synergy analysis calculations
- Integration planning scenarios
- Group discussions on acquisition challenges
- Individual M&A analysis projects
Personal Impact
- Enhanced M&A financial analysis skills
- Improved valuation and due diligence capabilities
- Stronger deal structuring and negotiation support
- Increased confidence in acquisition analysis
- Better understanding of integration challenges
- Professional growth in corporate development
Organizational Impact
- Improved acquisition decision-making
- Enhanced due diligence and risk assessment
- Better valuation and pricing of targets
- Increased synergy realization and value creation
- Stronger post-acquisition integration
- Improved M&A success rates and returns
Course Outline
M&A Process and Strategy
Strategic Framework- M&A process overview
- Strategic rationale for acquisitions
- Acquisition criteria development
- Target identification and screening
- Asset vs. stock purchases
- Mergers vs. acquisitions
- Friendly vs. hostile takeovers
- Cross-border acquisition considerations
Target Valuation
Valuation Methods- Discounted cash flow valuation
- Comparable company analysis
- Precedent transaction analysis
- Leveraged buyout analysis
- Synergy valuation techniques
- Contingent consideration valuation
- Purchase price allocation
- Goodwill and intangible asset valuation
Financial Due Diligence
Due Diligence Process- Due diligence objectives and scope
- Financial statement analysis
- Quality of earnings assessment
- Working capital analysis
- Debt and liability identification
- Contingent liability assessment
- Tax due diligence
- Operational and commercial due diligence
Deal Structuring
Financial Structure- Purchase consideration options
- Earn-out structures and valuation
- Deferred payment arrangements
- Escrow and holdback provisions
- Cash vs. stock consideration
- Debt financing for acquisitions
- Equity financing alternatives
- Leverage and coverage ratios
Synergy Analysis
Synergy Identification- Revenue synergy opportunities
- Cost synergy quantification
- Working capital synergies
- Tax synergy opportunities Synergy Realization
- Synergy tracking mechanisms
- Accountability for synergy delivery
- Timing of synergy realization
- Risk assessment for synergy achievement
- Integration strategy development
- Financial systems integration
- Reporting and consolidation
- Performance measurement post-acquisition
Post-Merger Integration
Integration Planning- Post-acquisition review
- Deal success measurement
- Lessons learned processes
- Continuous improvement in M&A
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