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Advanced Mergers and Acquisitions Workshop

Co-Sponsored by the National Association of Certified Valuators and Analysts® (NACVA®)

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Advanced Topics in Middle Market M&A

This workshop has been designed to provide attendees with an in-depth view of advanced topics in middle market mergers and acquisitions through a combination of class presentations, attendee discussions, and case studies. The workshop focuses on providing a hands-on approach to the analysis and implementation of the foremost strategies used by middle market investment bankers in the areas of capital formation, leveraged buyouts, deal structuring, post-merger integration, and corporate restructurings.

How You Will Benefit

After completing this workshop, attendees will be able to:

  • Differentiate between the key characteristics and uses of equity capital and subordinated debt financings
  • Define and negotiate the key clauses in mergers and acquisition (M&A) documents
  • Identify the most suitable deal structuring strategies (tax and financial)
  • Recognize the main elements of a postmerger integration plan
  • Evaluate and design stabilization and turnaround plans involving financial distress situations

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What You Will Cover
Part 1: Raising Private Equity, Engineering an Exit, and Deal Structuring
  • Identify the most suitable funding sources and strategies available to middle market business
  • Compare and contrast the characteristics of equity capital and subordinated debt financings and discuss their appropriateness
  • Identify the key terms and conditions contained in term sheets associated with each type of financing and know how to negotiate them
  • Identify the characteristics of the best candidates for a leveraged buyout
  • Distinguish among the different types of leveraged buyouts such as management buyouts, recapitalizations, and employee stock ownership plans (ESOPs)
  • Recognize the different steps in the leveraged buyout process and identify the potential obstacles in engineering a leveraged transaction
  • Identify the four main components of the purchase price package
  • Compare and contrast the strategic issues associated with stock and assets transactions from the point of view of buyers and sellers
  • Articulate the potential implications of the various forms of tax and financial structuring in M&A transactions

Part 2: Key M&A Documents, Restructurings and Turnarounds, and Post-Merger Integration
  • Define the key elements in each of the main M&A documents
  • Recommend appropriate negotiation strategies for the main clauses
  • Compare and contrast buyer-friendly vs. seller-friendly variations in each of the main M&A documents
  • Identify the different stages of financial distress in a company, diagnose probable causes, and recommend a course of action
  • Evaluate the financial health of clients’ businesses and recommend operating plans leading to the stabilization and improvement of their liquidity and financial condition
  • Recommend appropriate actions to implement a crisis stabilization and funding program as well as a turnaround plan
  • Identify the main elements of a post-merger integration plan
  • Assess potential integration risks to uncover potential problems and opportunities in M&A acquisitions
  • Assist clients with the formulation of integration plans for acquired companies aimed at minimizing value erosion and improving value realization
  • Identify the critical success factors in designing and implementing post-merger integration plans

Who Should Attend

This workshop is appropriate for CPAs, merger and acquisition advisors, investment and financial analysts, investment bankers, financial officers, CEOs, CFOs, and other seasoned professionals with specialized knowledge in the subject area.

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Advanced Mergers and Acquisitions Workshop Faculty

 Four-Day Live Online Webinar Schedule  
            Early Registration Discounts
and Deadlines
Dates   Time   10%
Part 2: February 25–28, 2019
1:00–3:00 p.m. ET
Register Online 1/31/2019
Part 1: August 5–8, 2019
1:00–3:00 p.m. ET
Register Online 7/31/2019
Part 2: August 19–22, 2019
1:00–3:00 p.m. ET
Register Online 7/31/2019

Pricing (Before Early Registration Discount) Non-Member Member
Four-Day Online Webinar (8 Hrs CPE) $612 $550.80

CPE Hours

Delivery Method Group Internet-Based
Program Level Advanced
Advanced Preparation None
Prerequisites Good knowledge of topic and experience in the field. Advanced level programs are often appropriate for seasoned professionals within organizations; however, they may also be beneficial for other professionals with specialized knowledge in a subject area.
  Accounting 1
  Finance 3
  Management Services 3
  Taxes 1
Total CPE Hours   8

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

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