M&A Diligence | April 2023
This M&A Master Class will focus on critical due diligence steps and best practices for evaluating an acquisition
By completing this M&A Master Class you will be better prepared to
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Identify risks to the value creation drivers and bias in the deal model
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Validate the investment thesis and identify synergy opportunities
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Improve your understanding of advanced diligence techniques
Date to be determined
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:
- CLE and CPE credit
- Course certification for LinkedIn
Schedule
This M&A Master Class will run live online. The date is TBD.
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M&A Agreements | October 2022
This M&A Master Class will focus on the specific decisions, information, and actions that will likely be required during an acquisition process.
