This advanced course provides comprehensive coverage of mergers and acquisitions analysis, focusing on valuation techniques, deal structuring, and strategic considerations in M&A transactions. Participants will learn to evaluate acquisition targets, conduct due diligence, and structure deals that create shareholder value while managing integration risks. The curriculum covers financial modeling, synergy analysis, negotiation strategies, and post-merger integration planning essential for successful M&A execution. Through real-world case studies and practical exercises, learners will develop the analytical skills needed to navigate complex M&A transactions and provide strategic advice to corporate clients and investors.
Mergers & Acquisitions (M&A) Analysis and Valuation
Banking, Insurance and Financial Services
October 25, 2025
Introduction
Objectives
Upon completion of this course, participants will be able to:
- Apply advanced valuation methodologies to M&A transactions
- Conduct comprehensive due diligence processes
- Structure M&A deals to maximize shareholder value
- Analyze and quantify potential synergies
- Develop integration plans and risk mitigation strategies
- Navigate regulatory and legal requirements
- Evaluate financing options for acquisitions
- Manage negotiation and deal execution processes
- Assess post-merger performance and integration success
Target Audience
- Investment Banking Professionals
- Corporate Development Managers
- Private Equity Analysts
- M&A Advisors and Consultants
- Strategic Planning Executives
- Financial Analysts
- Business Valuation Specialists
Methodology
- Comprehensive M&A case studies
- Financial modeling workshops
- Due diligence simulation exercises
- Negotiation role-playing scenarios
- Integration planning group projects
- Valuation analysis assignments
Personal Impact
- Enhanced M&A analysis and valuation skills
- Improved strategic thinking capabilities
- Stronger financial modeling proficiency
- Better negotiation and deal-making abilities
- Enhanced risk assessment skills
Organizational Impact
- Improved M&A decision-making
- Enhanced deal execution capabilities
- Better integration success rates
- Reduced acquisition risks
- Increased shareholder value creation
Course Outline
Unit 1: M&A Fundamentals
Strategic Framework- Types of M&A transactions and motivations
- Strategic rationale for acquisitions
- M&A process and timeline overview
- Key stakeholders and their roles
Unit 2: Valuation Techniques
Advanced Methods- Discounted cash flow analysis
- Comparable company analysis
- Precedent transactions analysis
- Leveraged buyout valuation
Unit 3: Due Diligence
Comprehensive Assessment- Financial due diligence procedures
- Legal and regulatory due diligence
- Commercial and operational due diligence
- Tax and accounting considerations
Unit 4: Deal Structuring
Transaction Design- Stock vs asset purchases
- Payment methods and consideration
- Earn-outs and contingent payments
- Tax-efficient structuring strategies
Unit 5: Financing Strategies
Capital Solutions- Debt financing for acquisitions
- Equity financing considerations
- Hybrid financing structures
- Leverage and coverage ratios
Unit 6: Integration Planning
Post-Merger StrategyUnit 7: Case Studies
Real-world Applications- Successful M&A case analysis
- Failed acquisition lessons learned
- Cross-border M&A challenges
- Industry-specific case studies
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