By completing this M&A Master Class you will be better prepared to

  • Identify risks to the value creation drivers and bias in the deal model

  • Validate the investment thesis and identify synergy opportunities

  • Improve your understanding of advanced diligence techniques

Curriculum

Diligence and risk identification methods

  • Commercial diligence: market, customer, competitor, etc.
  • Operational diligence: production, inventory, third parties, etc.
  • HR diligence: cultural and leadership assessments, benefit plans, etc.
  • Legal / Regulatory diligence: litigation, change in control limitations, etc.
  • Intellectual property, asset titling, ownership structures
  • Technology assessments, quality of code, etc.
  • Accounting positions and audit quality


Quality of earnings diligence

  • Sources of cash
  • Seasonality of cash flows
  • Operating cash flows
  • Non-operating cash flows
  • Recurring / non recurring revenues
  • AR, AP and inventory roll forward
  • Disbursements and cash sweeps


Advanced diligence techniques

  • FCPA diligence methods
  • Tax positions and risk allocation
  • Using market / customer surveys
  • Linking the diligence to the deal drivers
  • Applying diligence finding to the synergy model
  • Linking diligence to contingent consideration
  • Reverse due diligence

Awarded Upon Completion

You will receive:

  • A tombstone for your desk
  • CLE and CPE credit
  • Course certification for LinkedIn


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