Featured byNew York Institute of Finance - NYIFx
Overview
The M and A - Structuring the Deal Certificate is part of Introduction to Investment Banking Professional Certificate Program offered by EdX in partnership with New York Institute of Finance - NYIFx.
In this course, we will look at the various corporate documents involved in the M&A process and understand the purpose of the engagement letter.
We’ll look at the three legal structures of M&A and understand the difference between triangular and reverse triangular structures. We’ll also learn the difference between stock and asset purchase, learn what tax-free deals are and how there are accomplished.
The course will conclude with an understanding of accounting rules and the categories of advanced structuring.
What you'll learn
- Overview of M&A documents and legal structures
- Triangular Mergers and tax consideration for different deals
- Tax-free deals
- Accounting rules and Letter of Intent
- Earnout and Hope certificates and Contingent Considerations
- Advanced structuring of M&A deals
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Visit programme websiteProgramme Structure
Courses Include:
Session 1: Review and Documents
- Lesson 1: Review M&A Sale Process
- Lesson 2: Where Do Legal Agreements Fit In
- Lesson 3: Corporate Documents
- Lesson 4: IB Engagement Letter
Session 2: Documents
- Lesson 1: Confidentiality Agreement (CA): Non-Disclosure Agreement (NDA)
- Lesson 2: Term Sheet
- Lesson 3: Letter of Intent
- Lesson 4: Definitive Agreements
Session 3: Legal Structures
- Lesson 1: Merger
- Lesson 2: Stock Purchase
- Lesson 3: Asset Purchase
- Lesson 4: Legal Structures: Advantages & Disadvantages
Session 4: Triangular Mergers Session 5: Tax Considerations
- Lesson 1: Stock Purchase Deal
- Lesson 2: Asset Purchase Deal
- Lesson 3: Stock vs. Assets Purchase
Session 6: Tax Free Deal
- Lesson 1: Tax Free Reorganizations
- Lesson 2: Tax-Free Acquisition Structure Alternatives
Session 7: Accounting Notes
- Lesson 1: Accounting Rules
- Lesson 2: Letter of Intent - Refresher
Session 8: Consideration
Lesson 1: Earnouts and Hope Certificates
Lesson 2: Contingent Considerations
Check out the full curriculum
Visit programme websiteKey information
Duration
- Part-time
- 1 months
- 1 hrs/week
Start dates & application deadlines
You can apply for and start this programme anytime.
Language
English
Delivered
Online
- Self-paced
Disciplines
Economics Finance View 181 other Short Courses in Finance in United StatesExplore more key information
Visit programme websiteWhat students do after studying
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Academic requirements
We are not aware of any specific GRE, GMAT or GPA grading score requirements for this programme.
English requirements
We are not aware of any English requirements for this programme.
Other requirements
General requirements
- To obtain additional information about the programme, we kindly suggest that you visit the programme website, where you can find further details and relevant resources.
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Visit programme websiteTuition Fee
To always see correct tuition fees
-
International
200 USD/fullTuition FeeBased on the tuition of 200 USD for the full programme during 1 months. -
National
200 USD/fullTuition FeeBased on the tuition of 200 USD for the full programme during 1 months.
Funding
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