Course curriculum

  • 1

    The Actors

    • Introduction

    • Sellers

    • DealRoom

    • Buyers

    • Investment Bankers

    • Brokers

    • M&A Lawyers

    • Advisors

    • Insurers

    • Board of Directors

    • Executive Leadership

    • Head of Corporate Development
  • 2

    Beginning Terminology

    • Introduction

    • M&A Strategy Terms

    • Corporate Investment Thesis

    • Deal Thesis / Buy Plan

    • Investment Rationale

    • Inorganic Growth

    • Transaction

    • Target

    • Asset

    • Intangibles

    • Intellectual Property

    • Distressed Companies

    • Sourcing

    • Financing

    • Representations and Warranties

    • Structuring Considerations
  • 3

    Terminology Downloadable

    • Terms Explained
  • 4

    Quiz

    • Quiz
  • 5

    Transaction Types

    • Introduction

    • Acquisition

    • Programmatic M&A

    • Acqui-hire

    • Takeover Bids

    • Unsolicited Bids

    • Divestiture

    • Joint ventures

    • Strategic Alliances

    • Partnerships

    • Leases
  • 6

    Documents, Contracts, and Advanced Terminologies

    • Introduction

    • Non-Disclosure Agreement

    • Due Diligence

    • Intent of Interest (IOI)

    • Letter of Intent (LOI)

    • Definitive Agreement

    • Covenants

    • Valuation

    • Comparable Transactions

    • Book Value

    • Appraisal of Assets

    • Pricing

    • Gun Jumping

    • AntiTrust

    • Breached Representations

    • Breakup Fees

    • Take-back Provisions

    • Freeze Out Provisions

    • Insolvency
  • 7

    Buy-Side Deal Stages

    • Introduction

    • Origination

    • Preliminary Due Diligence

    • Confirmatory Due Diligence

    • Valuation

    • Negotiation

    • Signing

    • Close

    • Post-Merger Integration

    • Go-To-Market
  • 8

    Sell-Side Deal Stages

    • Introduction

    • Preparation

    • Marketing / Listing

    • Intent of Interest

    • Letter of Intent

    • Due Diligence

    • Closing

    • Integration
  • 9

    Final Exam

    • Course Certification Exam