Online Directory | NACVA Site Search:

Financing the Deal

Mergers & Acquisitions

 Financing the Deal
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Item Number: 11OMARW4223
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

The focus of this webinar is to provide participants with an introduction to the various financing options commonly used in middle market M&A transactions. Topics covered include forms of payment (i.e. bank financing, subordinated debt, seller financing), structuring considerations, as well as an update on the current financing markets.

Learning Objectives

After completing this webinar, attendees will be able to:

- Identify financing alternatives available to the middle market
- Advise clients in developing an appropriate capital structure for their M&A transactions

Who Should Attend

Any professional interested in gaining a better understanding of how middle market M&A transactions are financed and structured


Tammy A. Richards, CVA, CMAP
Ms. Tammy Richais the Manager of Valuation and Consulting Services at Pieciak & Company, P.C. Since joining Pieciak & Company, P.C. in September 2006 Ms. Richards has focused primarily on providing business valuations of family-owned and closely held businesses for use in succession planning, estate and gift tax filing, purchase/sale transactions, divorce and shareholder disputes. Prior to joining Pieciak & Company, Ms. Richards spent eight years working at Citigroup in New York where she held various positions within the investment banking division. She spent five of those years in the Acquisition Finance Group working closely with private equity firms in valuing and financing their leveraged buyouts of middle market and large-cap companies via syndicated bank loan and high yield bond transactions.

Ms. Richards spent the following three years as Vice-President in the Global Loans Portfolio Management Group, where she managed a portfolio of highly leveraged corporate loans retained by Citigroup.