The objective of this program is to provide knowledge, and detailed understanding of equity investments followed in the private equity industry. This course will help participants to improve their knowledge and develop their professional skills required in the private equity industry or dealing with private equity professionals.

Overview

The Course curriculum includes total investment, due diligence, monitoring, and negotiation processes from the owners’ as well as investors’ perspectives.

Upon completion of this course, participants will have a clear understanding of the critical processes, challenges and issues faced in the industry as well as be able to differentiate between various transaction structures, their implications and provide an explanation on how to analyze and negotiate term sheets.

A case study discussion included in this program detailing the complete process of private equity investments which will provide participants with more significant and valuable knowledge that will be useful in their business and profession.

Who should attend

All individuals who want to improve their knowledge and further develop their professional skills in the private equity space

Professionals who are seeking a career in private equity
CEOs, head of business units, departments and decision-making personnel - who want to deal or currently dealing with private equity firms
Middle to senior managers from any industry
Analysts/ investment bankers/ finance professionals with CPA, CFA, MBA, etc
Candidates who want to set up private equity business

Methodology

The non-theoretical methodology which includes interactive discussions, case studies, interactive games and assignments to understand the concepts and their applicability in current economic and financial environment.

Trainer

All our trainers are carefully chosen by us and possess a rich and vast experience in the financial sector. This course is conducted by an experienced training consultant having more than 17 years of industry experience with some of the world’s leading business institutions, specializing in corporate finance, investment banking, and private equity.

Course Content

Module – 1

Introduction

Introduction
What constitutes M&A?
How M&A is different from StrategicAlliance
Summary of M&A processes -identification, due diligence andacquisition, documentation, Integration

Module – 2

Various Types of M&A and Strategic Reason for M&A

Why do companies M&A?
Strategic and Tactical Reasons for doingM&A
Various Types of M&A
Pitfalls and advantages for these Strategicdecisions

Module – 3

Success Factor and Parties involved in M&A Transactions

Key Parties Involved
Pre-requisites to an M&A
Critical Success Factors and pitfalls toavoid

Module – 4

Key Process involved in M&A

Steps by Step Approach in M&A
Why analyze the Industry?
How to identify the target companies andapproach
Various Criteria to be applied to theTarget

Module – 5

How to create a comprehensive model and analysis for M&A Transactions

Build and Critical combined statements
How to integrate the data of twocompanies and build the synergies thecombined entity
Financial Analysis and Effects of M&A
Calculation of Purchase PriceConsideration and Goodwill
Sources and Uses of Fund
Shareholding and its impact due todilution of shares

Module – 6

Calculation and Analysis of EPS Accretion/Dilution

Detailed EPS calculations, including thepitfalls to avoid
EPS Accretion/Dilution calculation andanalysis
Analysis – Combined financial statement
Analysis of Shares, convertibles,preference shares outstanding of thecombined entity
Exchange ratio calculation
EPS Accretion/Dilution Analysis

Module – 7

Valuation Model applied in M&A Transaction Valuation

Valuation Methods and adjustment ofvarious premiums and discounts
Discounted Cash Flow Adjusting forSynergies
Types of Sensitivity Analysis in the M&Avaluation
1-D Sensitivity Analysis
2-D Sensitivity Analysis
One Stage vs Multi-Stage Models

Module – 8

Managing Comparable Companies Analysis

Process of valuation based on comparativemultiples - Compilation, adjustments, andrationalization
Characteristics of Multiples
Comparable Companies Analysis Prosand Cons
Enterprise value multiples - Equity valuemultiples
Key issues and pitfalls
Application of control or leadershippremium, synergies, cash flows, illiquidityand minority discounts, etc

Module - 9

How to analyze the company using Precedent Transactions Method

Key Challenges applying PrecedentTransaction Method
Precedent Transactions Analysis vsTrading Comps
Pros and Cons
Process/Steps of valuation basedPrecedent Transactions Analysis
Critical adjustments in the compilationand analyzing precedent transactions

Module - 10

How to identify and analyze the Synergies in M&A

Various types and their impact
Cost Synergies
Revenue Synergies
Critical Success Factors and pitfalls toavoid

Module - 11

Due Diligence

Why do Due Diligence?
Various types of Due-diligence
How to prepare a company for duediligence
Creating a due diligence plan in line withthe rationale
Balancing the role of internal and externalservice providers
How to resolve post due to diligenceobservations

Module - 12

Deal Structuring and Negotiation and Closure

Keys terms and their impact on M&Abusiness-
How to negotiate effective terms sheets
Key points to focus while negotiatingSPA/SHA
Key Structure used in M&A Transactions

Module - 13

Post-Merger Integration

Why do M&A deals fail?
Risks and its mitigation in M&A
Key issues like Attrition, KMPs RetentionMechanism etc
Financial Implications of Firing KMPs
Management of hierarchal differences andcultural differences

If you need further information, please visit www.riverstonetraining.com.sg or send mail at info@riverstonetraining.com.sg

Riverstone – Corporate Training https://www.riverstonetraining.com.sg

Mergers & Acquisition Masterclass

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