This advanced course delves into sophisticated corporate financing techniques, focusing on complex loan structures, leveraged buyouts, and acquisition financing strategies for major corporate transactions. Participants will explore the intricacies of structuring deals for mergers, acquisitions, and corporate expansions while understanding the risk-return dynamics of leveraged transactions in various market conditions. The curriculum covers advanced financial modeling, valuation methodologies, due diligence processes, and deal structuring principles that are essential for investment bankers and corporate finance professionals. Through real-world case studies and complex financial simulations, learners will master the art of designing innovative financial solutions for complex corporate transactions across different industries.
Advanced Corporate Finance: Loan Structuring, LBOs & Acquisition Finance
Banking, Insurance and Financial Services
October 25, 2025
Introduction
Objectives
Upon completion of this course, participants will be able to:
- Structure complex corporate loans and multi-tranche facilities
- Analyze and execute leveraged buyout transactions effectively
- Design comprehensive acquisition financing strategies
- Apply advanced financial modeling techniques for complex deals
- Evaluate merger and acquisition opportunities from financial perspective
- Assess transaction risks and develop appropriate mitigation strategies
- Understand syndication processes and club deal structures
- Navigate regulatory requirements in complex corporate transactions
- Develop optimal capital structure solutions for corporate clients
Target Audience
- Corporate Bankers and Relationship Managers
- Investment Banking Professionals
- Private Equity Analysts and Associates
- Corporate Finance Managers
- Financial Advisors and Consultants
- Structured Finance Specialists
- M&A Professionals and Advisors
- Treasury and Capital Markets Staff
Methodology
- Complex case studies on corporate transactions
- Group financial modeling exercises with real data
- Individual deal structuring assignments
- Syndicate discussions on risk assessment and mitigation
- Role-playing negotiation scenarios and term sheet development
- Mini-case studies on failed deals and lessons learned
- Simulation exercises for acquisition bidding processes
Personal Impact
- Enhanced corporate finance analytical skills
- Improved deal structuring and execution capabilities
- Stronger financial modeling and valuation proficiency
- Better negotiation and client advisory skills
- Enhanced understanding of complex transaction dynamics
Organizational Impact
- Increased corporate banking revenue and deal flow
- Enhanced deal success rates and client satisfaction
- Better risk management in complex transactions
- Stronger corporate client relationships and retention
- Improved cross-selling of banking products and services
Course Outline
Unit 1: Advanced Loan Structuring
Complex Facilities- Syndicated loan structures and agency roles
- Multi-currency and cross-border facilities
- Mezzanine financing and subordinated debt
- Bond financing alternatives and hybrid instruments
- Security and collateral package optimization
- Inter-creditor arrangements and subordination
- Cash flow waterfall mechanisms
- Financial covenant structuring and monitoring
Unit 2: Leveraged Buyouts
LBO Fundamentals- LBO modeling and valuation techniques
- Debt capacity analysis and leverage ratios
- Equity contribution requirements and returns
- Exit strategy evaluation and timing considerations
- Target identification and screening criteria
- Due diligence process in LBO transactions
- Financing package assembly and syndication
- Post-acquisition value creation strategies
Unit 3: Acquisition Finance
M&A Financing- Bridge financing techniques and take-out structures
- Vendor financing arrangements and earn-outs
- Stock purchase vs asset purchase financing
- Cross-border acquisition financing considerations
- Hostile takeover financing structures
- Public company acquisition financing
- Competitive auction financing strategies
- Post-acquisition integration financing
Unit 4: Financial Modeling
Advanced Techniques- Integrated financial statement modeling
- Debt schedule construction and circular references
- Cash flow waterfall modeling for complex structures
- Sensitivity and scenario analysis implementation
- Discounted cash flow analysis in M&A context
- Comparable company and transaction analysis
- Leveraged buyout valuation models
- Synergy valuation and realization assessment
Unit 5: Due Diligence
Transaction Assessment- Commercial due diligence and market analysis
- Financial due diligence and quality of earnings
- Legal and regulatory due diligence requirements
- Tax structuring considerations and optimization
- Operational due diligence and integration planning
- Environmental and social due diligence
- Technology and IP due diligence
- Management and human capital assessment
Unit 6: Deal Documentation
Legal Framework- Term sheet negotiation and key provisions
- Credit agreement specifics and representations
- Inter-creditor agreements and subordination terms
- Security package documentation and perfection
- Purchase agreement structures and conditions
- Shareholder agreements and governance
- Disclosure schedules and representations
- Ancillary documents and closing deliverables
Unit 7: Case Studies
Real-world Applications- Successful LBO case analysis and lessons learned
- Cross-border acquisition examples and challenges
- Restructuring case studies and turnaround financing
- Syndication success stories and market innovations
- Technology sector acquisition financing
- Infrastructure and project acquisition financing
- Healthcare and pharmaceutical transactions
- Energy and natural resources deals
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