This M&A Master Class will focus on the specific decisions, information, and actions that will likely be required during an early stage investment process.
CURRICULUM
I. Developing an early stage investment strategy
- Developing a clear and testable investment model with the business units
- Using a CVC or a corporate SPAC structure
- Establishing processes for assessing potential investments
- Forming a corporate venture capital (CVC) unit
- Funding CVC operations and investments
- Developing a robust deal pipeline in the industry
- Engagement with the VC community
II. Structuring, negotiating and closing corporate venture investment transactions
- Valuation models and growth assumptions
- Securing strategic value creation opportunities
- Lead and co-investing dynamics and terms
- Board representation levels and fiduciary duties
- Typical capital structures and associated rights
- Call options and other control / exit rights
- Non-financial support contributions
III. Governance for corporate venture investments
- Investment committee structures
- CFIUS and other investment controls
- Compensation models for CVC leaders
- Brand risks and compliance considerations
- Determining frameworks for disputes and remedies
- Measuring financial or strategic returns
- Guest Q&A: Lessions learned & insights
WHY ATTEND
By completing this M&A Master Class you will be better prepared to:
- Negotiate early stage investments to maximize the economic benefit of a transaction
- Properly identify the risks associated with early stage investments and manage exposure
- Reduce the amount of time absorbed when negotiating an early stage investment
- Increase your expertise and ability to add value to your company's investment process
CLE and CPE credit will be available.
WHO SHOULD ATTEND
The curriculum is designed for public company corporate development directors, in-house M&A counsel, strategy & finance managers, and those in similar roles with 10+ years of professional experience and responsibility for M&A activities. Familiarity with M&A concepts and methods is prerequisite knowledge.
SCHEDULE
This M&A Master Class will be taught live online from 10:00am - 4:30pm CT on:
- Exact date TBD
APPLY
Enrollment is this course is limited. Apply today for this cohort.
Members of the Transaction Advisors M&A Institute leverage the collection of knowledge at TransactionAdvisors.com and enjoy preferred access to the programs we host throughout the year. If your M&A Institute Membership is not current, we will contact you to pay your annual dues.
For questions, contact ENassar@TransactionAdvisors.com / +1 (312) 625-2702.
Tuition is nonrefundable, but if you are not able to attend we will make every effort to transfer your tuition to a future program, of similar or lesser value, for a period of one year. You may also transfer your registration to another individual within your organization, upon our approval. Additional Terms & Conditions apply.