If your goal is a career on a broker-dealer’s M&A; desk, this is the course for you! This course will dive deeper into advanced M&A; topics.
We’ll look at the list of synergies developed by the Investment Bank and buyer and learn about the various sources to finance M&A.;
We’ll also look at the steps involved in the sale process, understand the meaning of “First Offer”, and learn how to disclose an acquisition. We’ll wrap up this course with a look at the various types of takeover defenses.
This course is part of New York Institute of Finance’s popular Mergers & Acquisitions Professional Certificate program.
- Concepts of M&A Financial Accounting and Projections
- How to finance a deal
- Seller’s viewpoint in a M&A deal
- The sale process
- Hostile takeover defenses
Jeff is a New York Institute of Finance faculty member with over 30 years of corporate valuation, investment banking and private equity experience. He has been an instructor at the New York Institute of Finance since 2005 where he has designed and delivered courses in M&A and related finance topics. Jeff holds a MBA from Wharton School and a B.S. from University of Science.
He was a former private investment executive at Emerging Markets Partnership and a former investment banker at two major Wall Street firms, Lehman Brothers and Schroder Wertheim.
Presently, Jeff is the managing director at FOCUS and the author of four books on valuation, investment and finance.