M&A Concepts and Theories: Advanced Topics

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