After completing this advanced course, participants will be able to:

• Identify the most suitable funding sources and strategies available to
  middle market business, evaluate their appropriateness, and negotiate key
  terms and conditions
• Assist clients in the identification of the most suitable transaction
  structures given their needs and objectives
• Identify and negotiate the key elements in the most commonly used
  documents in middle market M&A
• Evaluate the financial health of clients’ businesses and recommend
  operating plans leading to the stabilization and improvement of their
  financial condition
• Assist client with the formulation of plans for the effective integration of
  acquired companies aimed at minimizing value erosion and improving
  value realization
  

• Seed funding (fundamentals, valuation, securities)
• Growth and acquisition financing (protocol, deriving share price, due
  diligence)
• Analyzing a term sheet (ten most common clauses, negotiation)
• Private placements (Regs. A, D, and S)
• Mezzanine financing (valuation and negotiation, second lien, unitranche
  financing)
• Leveraged buyouts (transaction structures, LBO firms, exit characteristics)
• Special cases (MBOs, recaps, ESOPs)
• Case studies
  

• Strategic issues (seller’s and buyer’s views)
• Tax structuring (asset/stock deals, mergers, Sec. 338 price allocation)
• Financial structuring (elements, sanity checks, case studies)
• Non-disclosure agreement (important elements, other provisions)
• Financial services agreement (key elements, other issues)
• Confidential information memorandum (purpose, structure, important
  considerations)
• Letter of intent (essential terms, analyzing and negotiating a letter of intent)
• Definitive purchase agreement (main sections, market surveys)
  

• Dealing with a troubled company (financial indicators, financing
  alternatives)
• Engagement planning (client meetings, engagement strategy)
• Crisis stabilization and funding (cash management, operating plans,
  financial restructuring)
• Turnaround (strategic analysis, improvement strategies)
• Fundamentals (process phases, potential areas for value erosion)
• Integration planning (objectives, strategy formulation)
• Overcoming challenges
  

The Advanced Mergers and Acquisitions Workshop program was developed and is taught by Enrique C. Brito, MBA, CFA, AVA, CM&A, CMAP,
senior managing director in The McLean Group’s headquarters office, who has
more than 20 years of corporate finance and investment banking experience.

This workshop is appropriate for seasoned professionals within organizations
as well as others with specialized knowledge in a subject area: CPAs, merger
and acquisition consultants, investment and financial analysts, investment
bankers, financial officers, CEOs, and CFOs.

October 23–25	Atlanta, GA
November 13–15	Philadelphia, PA
December 11–13	Las Vegas, NV

Click here for a list of hotel locations, room rates and reservation information.

Mergers & Acquisitions: An Insider's Guide to the Purchase and Sale of Middle Market Business Interests
There is an enormous middle market wealth transfer taking place and will continue over the next decade. Mergers and Acquisitions: A Guide to Selling Middle Market Businesses conveys the unique issues and circumstances of middle market mergers and acquisitions, companies valued between $5 million to $300 million. Real world anecdotes and vignettes are included. In addition, the book discusses accounting issues, valuation issues, legal issues, securities issues, due diligence issues, and M&A from a buy side point of view. Designed for use by consultants, investment bankers, owners, and management.
Click Here to Order
 

Package Pricing
(Before early registration discounts.)...........Non-Member.............Member
Individual Days..........................................................$700......................$630
Three-Day Workshop....................................$2,100..................$1,890
 

REGISTER NOW! To register, print, complete, and mail or fax (801-486-7500) the Registration Form to the Consultants’ Training Institute (c/o NACVA). Or print and complete the Registration Form, scan, and e-mail to nacva1@nacva.com or call Member Services: (800) 677-2009. Click here for the Registration Form to print and fax (PDF).

For more information regarding refund, complaint, and/or program cancellation policies, please call our director of Member Services: (801) 486-0600.

Delivery Method	Group-Live
Program Level	Overview
Advanced Preparation	None
Prerequisites	None
Fields of Study	Specialized Knowledge and Applications	24
Total CPE Hours		24

For more information regarding CPE, Program Levels and Fields of Study please click here.

The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.