Complete this M&A course to:

  • Effectively identify risks to the value drivers and bias in the deal model

  • Properly validate the investment thesis and identify synergy opportunities

  • Improve your understanding of advanced diligence techniques

Curriculum

Live online Friday, April 28, 2023
10:00am - 4:30pm (CST)

Initial 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 5.5 CLE (if applicable) and course certification for LinkedIn.

You will also be invited to join a confidential discussion space for exchanging ideas, best practices, recommendations, and information with other M&A Master Class alumni.  

The M&A Diligence presentation provided a wealth of knowledge, practical applications, and thought-provoking questions around a key, but often overlooked, area in the transaction flow.

Corporate Development, Deal Lead

This M&A Master Class gave me the opportunity to build good habits and develop a network that I plan on utilizing for the rest of my career.

M&A Analyst

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