Overview:
Introduction:
This course deals with the most important steps of (M&A), from the first steps in valuing the company’s shares to closing the deal.
This course provides an in-depth insight into the key factors in today’s businesses and all the steps of the M&A process from the ground up, giving them the ability to assess whether this process fits into their organization’s strategy, thus enabling them to identify (M&A) opportunities. (M&A) Most profitable, choose the best partners, and get the highest possible profit from the deal.
Course Objectives:
At the end of this course the participants will be able to:
- Identify M&A opportunities.
- Establish preliminary steps and initial M&A agreements.
- Conduct a full technical examination of the company’s status and objectives.
- Understand the share purchase agreement (SPA) and the asset purchase agreement (APA).
- Take advantage of the stages of exchange and completion of the merger or acquisition.
- Prepare for the post-merge in the new organization.
Targeted Audience:
- Board of Directors.
- Employees in identifying, planning, and implementing the M&A opportunity as CEOs and CEOs.
- General Managers, finance managers, and accountants.
- Marketing managers and business development managers.
- Strategy planners, analysts, and internal consultants.
Course Outlines:
Unit 1: M&A Basics:
- Distinguish between mergers and acquisitions.
- Why takeover? (Diversification, consolidation).
Unit 2: Key Milestones in Acquisitions:
- Develop the company’s strategy.
- Organization of acquisitions.
- Structure of the transaction and negotiations.
- Post-acquisition period.
- Audit in the post-acquisition phase.
Unit 3: Structuring of Mergers or Acquisitions:
- Drafting of initial documents.
- The most important conditions – and their obligations legally?
- Confidentiality Agreements.
- Insurance / Exemption Agreements.
Unit 4: How to Structure The Acquisition:
- Sale of lots.
- Selling business.
- Restructuring the business and then selling the shares.
Unit 5: The Sale of Shares For The Sale of Business:
- Benefits and Disadvantages of Selling Stakes: Seller vs. Buyer.
- Transactions.
- Third-party consent.
- Tax Fees.
- Obligations.
Avoid TUPE (transfer of pledges, labor protection). - Guarantees.
- Benefits and Disadvantages of Selling a Business: Seller vs. Buyer.
Unit 6: Structuring of The Deal:
- How to Pricing Acquisition.
- Process of conducting requirements.
- Objectives.
- Structuring.
- The range.
- Purchase Agreements.
- Asset Purchase vs. Share Purchase Agreement.
Unit 7: After The Acquisition:
- The importance of guarantees and compensation.
- Effects of prejudice.
- How to minimize claims.
- Contractual protection of the seller.
- Disclosure letter.
- IP and environmental issues.
- Integration and achievement control.