Business Valuation And Mergers & Acquisitions (m&a): Mastering Deal-making

Introduction:

Business Valuation and Mergers & Acquisitions (M&A) are critical components of strategic financial decision-making. This comprehensive training course equips participants with the specialized knowledge and skills to understand valuation techniques and M&A processes. Participants will learn how to accurately value businesses, navigate complex M&A transactions, and drive successful deal outcomes. This course bridges the gap between theoretical finance and practical deal-making, empowering professionals to become valuable strategic advisors.

Target Audience:

This course is designed for financial professionals involved in valuation, M&A, and corporate finance, including:

• Investment Bankers
• Corporate Development Professionals
• Financial Analysts
• Private Equity Professionals
• Consultants
• Entrepreneurs
• Anyone involved in M&A transactions and business valuation

Course Objectives:

Upon completion of this Business Valuation and Mergers & Acquisitions (M&A) training course, participants will be able to:

• Understand the principles and methodologies of business valuation.
• Apply various valuation techniques (DCF, comparable company analysis, precedent transactions).
• Analyze and interpret financial statements for valuation purposes.
• Understand the M&A deal process from initiation to integration.
• Conduct due diligence and assess deal risks.
• Develop financial models for M&A transactions.
• Analyze M&A deal structures and financing options.
• Understand legal and regulatory considerations in M&A.
• Negotiate and structure M&A deals effectively.
• Evaluate the financial impact of M&A transactions.
• Communicate valuation and M&A insights effectively to stakeholders.
• Enhance their ability to make informed M&A and valuation decisions.
• Improve their efficiency and accuracy in valuation and M&A analysis.
• Contribute to successful M&A transactions and value creation.
• Stay up-to-date with the latest trends and techniques in valuation and M&A.
• Become a more valuable and sought-after M&A and valuation professional.
• Understand ethical considerations in valuation and M&A.
• Learn how to use valuation and M&A software and tools.

DURATION

5 Days

COURSE CONTENT

Module 1: Foundations of Business Valuation

• Introduction to business valuation concepts and principles.
• Understanding the purpose of valuations in different contexts (M&A, financing, litigation).
• Overview of key valuation methodologies (DCF, comparable company analysis, precedent transactions).
• Analyzing financial statements for valuation purposes.
• Understanding the importance of assumptions and drivers in valuation.

Module 2: Discounted Cash Flow (DCF) Valuation

• Detailed explanation of the DCF methodology.
• Calculating free cash flow to firm (FCFF) and free cash flow to equity (FCFE).
• Estimating the weighted average cost of capital (WACC) and cost of equity.
• Determining terminal value using various methods (perpetuity growth, exit multiple).
• Performing sensitivity analysis and scenario planning in DCF.

Module 3: Comparable Company Analysis and Precedent Transactions

• Identifying comparable companies and selecting relevant metrics.
• Calculating and analyzing valuation multiples (P/E, EV/EBITDA, etc.).
• Adjusting for differences between companies and transactions.
• Understanding the limitations and strengths of these methods.
• Analyzing precedent transaction data and applying it to valuation.

Module 4: Introduction to Mergers & Acquisitions (M&A)

• Overview of the M&A deal process (initiation, due diligence, negotiation, closing, integration).
• Types of M&A transactions (strategic acquisitions, financial acquisitions, divestitures).
• Understanding the roles of key players (investment bankers, lawyers, accountants).
• Strategic rationale for M&A and value creation.
• Key legal and regulatory considerations in M&A.

Module 5: M&A Deal Structuring and Financing

• Analyzing different deal structures (stock deals, asset deals, mergers).
• Understanding financing options (cash, stock, debt).
• Evaluating the impact of deal structure and financing on valuation.
• Modeling deal financing and debt schedules.
• Analyzing earn-outs and contingent consideration.

Module 6: Due Diligence and Risk Assessment

• Conducting financial, legal, and operational due diligence.
• Identifying and assessing deal risks and opportunities.
• Understanding the importance of due diligence in valuation.
• Developing due diligence checklists and procedures.
• Analyzing synergies and integration risks.

Module 7: M&A Financial Modeling and Analysis

• Building accretion/dilution models.
• Developing pro forma financial statements for M&A transactions.
• Analyzing the impact of synergies and integration costs.
• Performing sensitivity analysis on key deal assumptions.
• Evaluating deal returns and internal rate of return (IRR).

Module 8: M&A Negotiation and Deal Execution

• Understanding negotiation strategies and tactics.
• Developing negotiation frameworks and term sheets.
• Managing the deal negotiation process.
• Drafting and reviewing transaction documents.
• Closing and integrating the acquired business.

Module 9: Post-Merger Integration and Value Creation

• Developing an integration plan and strategy.
• Managing cultural integration and change management.
• Tracking and measuring synergy realization.
• Addressing integration challenges and risks.
• Evaluating the success of the M&A transaction and lessons learned.

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 5 working days before commencement of the training.