Learn how to structure mergers and acquisitions and discover the documents, tax, and legal structures needed to execute a deal.
This course looks in detail at the different ways in which mergers and acquisitions transactions are structured.
You’ll learn about legal structures, stock purchases, asset purchases, tax loss mergers and reverse mergers.
As you explore these different transaction structures, you’ll consider the legal and corporate documents involved and the tax implications for both buyer and seller.
What will you achieve?
By the end of the Mergers and Acquisitions - Structuring the Deal course offered by FutureLearn in partnership with the New York Institute of Finance, you'll be able to:
- Identify the seven categories of advanced structuring
- Describe the accounting rules
- Explore how tax-free deals are accomplished
- Assess the meaning of tax-free deals
- Compare the difference between stock and asset purchase
- Investigate the tax considerations for buyers and sellers
- Identify the triangular and reverse triangular structures
- Classify the three legal structures of M&A along with their advantages and disadvantages
- Explain the purpose of the engagement letter
- Explore the various corporate documents involved in the M&A process
- Identify where legal documents fit in
Get more detailsVisit official programme website
What topics will you cover?
- Week 1 - Review, Documents & Legal Structures
Understand the documents like engagement letters, confidentiality agreements, term sheets, letters of intent and the structures that underpin M&A
- Week 2 - Triangular Mergers, Tax and Accounting Notes
Review tax considerations, tax-free deals and further accounting rules
- Week 3 - Considerations and Structuring
Learn about advanced structuring, tax loss mergers, break up/sum of parts/split off, LBOs merger structure, roll ups, consolidation plays, distressed/bankruptcy structures, Special Purpose Acquisition Corps (SPAC), reverse merger and a private equity industry review
- 21 days
- 4 hrs/week
Start dates & application deadlines
- No Attendance
- Proactive tutoring and support
- Individual work/assignments (with online group discussions)
DisciplinesBusiness Administration Accounting Taxation View 315 other Short Courses in Business Administration in United States
We are not aware of any academic requirements for this programme.
We are not aware of any English requirements for this programme.
- This course is ideal for financial analysts and associates. It is also suitable for directors and managers who have transitioned, or hope to transition, to mergers and acquisitions from other areas, such as equities or fixed income.
- To get the most from this course you will need a good knowledge of financial analysis, a basing understanding of corporate finance (TVM, cash flows and discounting) and be well-practised with MS Excel.
International204 USD/fullTuition FeeBased on the tuition of 204 USD for the full programme during 21 days.
National204 USD/fullTuition FeeBased on the tuition of 204 USD for the full programme during 21 days.
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.
Apply and win up to €10000 to cover your tuition fees.
Updated in the last 9 months
Check the official programme website for potential updates.