This professional education online class is designed to provide participants with a comprehensive understanding of the Private Capital Markets, their differences from the public markets, and current trends. Participants will learn about valuation statistics, acquisition strategies, transaction volume, and private equity fundraising. The class will also cover the connection between sources of capital, transfer methods, and valuation for privately held businesses. The course is ideal for finance and investment professionals looking to offer advisory services to privately held businesses.

Class Objectives:

• Define and understand the Private Capital Markets and how those differ from the public markets 
• Current trends in the private capital marketplace (such as valuation statistics, private equity fundraising, acquisition strategies, transaction volume, etc.) 
• The connection between sources of capital, transfer methods, and valuation for privately held businesses 
• How to apply these theories when offering advisory services to privately held businesses

This professional education online class provides best practices and methods for private capital transactions. Participants will learn how to identify deal opportunities with middle market companies and navigate the 10 steps to transaction completion. The course will also cover M&A practice management considerations. This class is ideal for investment banking and M&A professionals seeking to enhance their transactional skills. 

Class Objectives:

• How to identify different transaction opportunities and engage owners of middle market companies 
• Best practices and methods for marketing and selling private capital transactions 
• 10 steps to transaction completion 
• M&A practice management considerations

This professional education online class covers the reasons buyers deploy “Growth by Acquisition” strategy.  This class walks you through the logical process and considerations used in strategic buying decisions while weaving growth strategy into the acquisition and integration processes.  You will also gain Insights into cultivating and fostering relationships with the right targets.  Also covered in this class is the technology and tools leveraged by high performing buy-side groups and functions.

Class Objectives:

• Reasons buyers deploy “Growth by Acquisition” strategy 
• Logical process and considerations used in strategic buying decisions 
• Weaving growth strategy into the acquisition and integration processes 
• Insights into cultivating and fostering relationships with the right targets 
• Technology and tools leveraged by high performing buy-side groups and functions

Explore the world of private capital markets, where we look at the changing trends in buying and selling companies and the complex world of getting funds for growth.  See how deals are put together, thinking about what the buyer, seller, and lender want. Follow the steps of an acquisition, starting with the strategic plan and ending with everything working smoothly together. Discover how loans that come with a bit more risk, like mezzanine financing, work together with other ways of structuring deals. Figure out how to decide if a company we want to buy will not just make money but also help us creative shareholder value. This session provides a broad overview of financing from the various perspectives within middle market M&A.

Class Objectives:

• Provide an overview of the private capital markets landscape and current market trends relating to accessing capital primarily for M&A transactions with a high-level discussion about general growth funding
• Overview of private equity buyout, and touch on some deal structures (from the perspective of the buyer, seller and lender)
• High level review of the acquisition process (strategy to integration)
• Structure of a typical mezzanine financed acquisition (and alternatives)
• Evaluate an acquisition for its value creating impact

In this class, you will learn about valuation the various standards (definitions) of value and their application for various purposes. You will gain an understanding of how the subject of valuation impacts the approach to valuation and identify the factors that influence pricing in an M&A transaction. Additionally, you will explore the M&A/valuation balance sheet and enterprise value, as well as the steps involved in the valuation process. Lastly, you will delve into the different approaches to valuation, including the cost/asset approach, income approach, and market approach, and learn about the methods within each approach and their typical applications. 

Class Objectives:

• Define and understand the valuation standards applicable for various purposes 
• Understand how the subject of the valuation should impact the approach to the valuation 
• Identify factors that impact pricing in an M&A transaction and how they are considered in a valuation  
• Understanding the M&A/valuation balance sheet and enterprise value 
• Understand the steps in the valuation process  
• Understand the approaches to valuation, methods, and typical application   
• Understand the methods and application using the Cost/Asset Approach, Income Approach, and Market Approach

Embark on a comprehensive exploration of financial analysis for valuation and M&A. Learn essential techniques such as trend, ratio, and benchmark analysis, understanding the impact of reliable financial information on valuation. Navigate the M&A/valuation balance sheet intricacies, distinguishing between operating and non-operating assets, cash-free, debt-free net working capital, and their implications. Under expert guidance, master economic earnings measurement, comprehend normalizing and control adjustments, and recognize their pivotal roles in valuation and M&A. Simultaneously, gain insight into external and internal factors influencing Enterprise Value and Transaction Price. Uncover intricacies of market dynamics, industry trends, and company-specific attributes shaping valuation and transaction structures. Identify the business's market, involved buyer types, and their impact on transaction pricing and valuation. Develop skills to recognize risk factors, value drivers, and strategies for optimizing overall value. Explore effects of transaction structure on buyers and sellers, including stock versus asset sales, tax considerations, and their influence on buyer value and seller proceeds. The course also sheds light on how factors like debt, taxes, and non-cash considerations play a crucial role in shaping overall value.

Class Objectives:

• Identify the objectives of financial analysis in valuation and M&A 
• Understand techniques utilized including trend, ratio and benchmark analysis 
• Understand how the quality and reliability of financial information impacts financial analysis for valuation and M&A 
• Understand the M&A/valuation balance sheet and identify operating and non-operating assets 
• Understand cash-free, debt free net working capital and impact on valuation and M&A 
• Identify appropriate measurement of economic earnings and its use in valuation and M&A 
• Identify normalizing adjustments and control adjustments and their impact on valuation and M&A 
• Understand the connection between the M&A/valuation balance sheet and the structure and terms of an M&A transaction
• Identify external and internal factors that may impact Enterprise Value and Transaction Price 
• Understand how market, industry, company specific, and potential buyer impact valuation and transaction price and structure 
• Identify the market for the business, type of buyers, and impact on transaction price and valuation 
• Identify risk factors, value drivers, and strategies to maximize value   
• Understand the impact of transaction structure on the buyer and seller   
• Understand the effect of stock vs. asset sales, tax structure and their impact on value to the buyer and proceeds to the seller 
• Identify how debt, taxes, and non-cash consideration impact value 

In this course, you will learn key insights into the Seller's journey and deal timeline. You will also gain an understanding of Financial Due Diligence, with a focus on evaluating the Quality of Earnings, Debt and Debt-like items, and Working Capital. Additionally, you will learn about the components of a Purchase and Sale Agreement (PSA), including its key terms and purchase price adjustment mechanisms.

Class Objectives:

• Key insights into the Sellers journey and deal timeline 
• Understanding Financial Due Diligence with a focus on Quality of Earnings, Debt and Debt-like items and Working Capital 
• Understand the components of a Purchase and Sale Agreement (PSA), its key terms and purchase price adjustment mechanisms

In this class, you will explore the sequencing of a deal and the transaction documents negotiated along the way. You will gain a deep understanding of the foundational structuring and tax issues that drive every deal, allowing you to navigate these complexities with confidence. Additionally, you will learn how to uncover potential due diligence landmines that can derail a transaction, equipping you with the knowledge to mitigate risks effectively. Furthermore, you will stay up-to-date with the latest developments in securities laws, regulatory regimes, and insurance products, enabling you to adapt to the ever-changing M&A landscape.

Class Objectives:

• Explore the sequencing of a deal and the transaction documents negotiated along the way 
• Understand the foundational structuring and tax issues that drive every deal 
• Uncover the potential due diligence landmines that can derail a transaction 
• Learn how securities laws, regulatory regimes and insurance products are changing the M&A landscape

In this class you will also gain an understanding of financial due diligence, with a focus on quality of earnings, debt and debt-like items, and working capital. Additionally, you will learn about the components of a Purchase and Sale Agreement (PSA), including its key terms and purchase price adjustment mechanisms. The course will also cover the roles and responsibilities of Seller Counsel and Buyer Counsel. Seller Counsel will focus on drafting the Non-Disclosure Agreement (NDA), compiling and updating the client's organizational documents and key legal materials, negotiating terms with opposing counsel and other parties to the transaction, reviewing and revising deal documents, and handling closing and post-closing matters. Buyer Counsel, on the other hand, will be responsible for drafting the deal documents, participating in due diligence efforts as part of the buyer team, and negotiating deal term revisions or additional terms based on due diligence results.  Key documents of the transaction, such as the Non-Disclosure Agreement, Letter of Intent, Purchase/Sale Agreement, and Ancillary Agreements (Employment, Non-Compete, Buy Back Option, Seller Finance Docs), will also be discussed in detail. The course will cover the role of legal counsel in assisting the seller client in due diligence preparations and efforts, setting up the data room, providing relevant materials per requests, and participating in due diligence efforts as part of the buyer team. Also, take a look at emerging trends in the field, such as the use of rep/warranty and cyber risks, as well as the involvement of IT, insurance, and HR participants alongside traditional legal, tax, and accounting resources, will also be explored. The course will delve into when insurance makes sense in a deal and whether it replaces escrow holdbacks, as well as who pays for it.

Class Objectives:

• Who is the Client?  
• Seller Counsel Focus/Buyer Counsel Focus 
• Key Documents of Transaction  
• Legal Due Diligence  
• Emerging Trends

This online professional education class provides an introduction to corporate M&A, including the conceptual framework and adjustments to the income statement. Participants will also gain an understanding of valuation and accretion/dilution case studies. With this knowledge, students can evaluate M&A transactions with greater accuracy and make informed decisions. 

Class Objectives:

• Introduction to Corporate M&A  
• Conceptual Framework  
• Adjustments to the Income Statement  
• Understanding Valuation  
• Accretion/Dilution Case Studies  
• Benefits for Participants  
• Evaluate M&A transactions  
• Making Informed Decisions