Learn exactly how and why different M&A; deals come together, and how to determine the ideal capital structure for every deal in which you participate.
In this course, we will look at the various corporate documents involved in the M&A; process and understand the purpose of the engagement letter. We’ll look at the three legal structures of M&A; and understand the difference between triangular and reverse triangular structures. We’ll also learn the difference between stock and asset purchase, learn what tax-free deals are and how there are accomplished.
The course will conclude with an understanding of accounting rules and the categories of advanced structuring.
This course is part of the New York Institute of Finance’s popular Mergers & Acquisitions Professional Certificate program.
- Overview of M&A documents and legal structures
- Triangular Mergers and tax consideration for different deals
- Tax-free deals
- Accounting rules and Letter of Intent
- Earnout and Hope certificates and Contingent Considerations
- Advanced structuring of M&A deals
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.