MA - Structuring the Deal, Certificate | Part time online | edX - online learning platform | United States
1 months
200 USD/full
200 USD/full
Tuition fee
Apply date
Start date


EdX is an online learning platform trusted by over 12 million users offering the MA - Structuring the Deal Program in collaboration with  New York Institute of Finance - NYIFx. Learn how M&A deals are structured and understand the various documents, legal structures and tax considerations needed to execute a deal.

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The  MA - Structuring the Deal Certificate is part of the Mergers and Acquisitions (MA) Professional Certificate 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

Programme 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

Key information


  • Part-time
    • 1 months
    • 1 hrs/week

Start dates & application deadlines

You can apply for and start this programme anytime.




  • Self-paced

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.

Tuition Fee

To always see correct tuition fees
  • International

    200 USD/full
    Tuition Fee
    Based on the tuition of 200 USD for the full programme during 1 months.
  • National

    200 USD/full
    Tuition Fee
    Based on the tuition of 200 USD for the full programme during 1 months.


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