
Overview
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.
This course is part of a Professional Certificate
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
Get more details
Visit official 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 official programme websiteKey information
Duration
- Part-time
- 28 days
- 1 hrs/week
Start dates & application deadlines
Language
Delivered
- Self-paced
Disciplines
Economics Business Administration Finance View 82 other Short Courses in Economics in United StatesExplore more key information
Visit official programme websiteAcademic 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
Level: Intermediate
Prerequisites: None
Make sure you meet all requirements
Visit official programme websiteTuition Fee
-
International
200 USD/fullTuition FeeBased on the tuition of 200 USD for the full programme during 28 days. -
National
200 USD/fullTuition FeeBased on the tuition of 200 USD for the full programme during 28 days.
Funding
Studyportals Tip: Students can search online for independent or external scholarships that can help fund their studies. Check the scholarships to see whether you are eligible to apply. Many scholarships are either merit-based or needs-based.