This M&A Master Class will focus on the specific decisions, information, and actions that will likely be required during the formation of a joint venture.
CURRICULUM
I. Joint venture strategy considerations
- Developing a strategic basis for joint ventures
- Using an equity structure v. a joint commercial agreement
- Typical JV capital structures and associated rights
- Asset contributions and risk allocations
- Financial contributions from participants
- Models for financial sponsor involvement / external debt
- Securing strategic value from the joint venture
II. Governance for joint venture investments
- Founding management teams and contributed employees
- Leadership team incentive compensation
- Employees transfers vs. secondments vs. hiring
- Investment committee and management rotations
- Structuring financial controls and audit rights
- Board structures and fiduciary duties
- Navigating regulatory and antitrust considerations
III. Determining frameworks for disputes and dissolving a joint venture
- Alignment of voting rights and economic interests
- Minority rights and escalation processes
- Call options and other control / exit rights
- Buyout structuring including auctions / shoot-out approaches
- Wind-down methods / ongoing commercial agreements
- Measuring financial or strategic returns from joint ventures
- Guest Q&A: Lessions learned & insights
WHY ATTEND
By completing this M&A Master Class you will be better prepared to:
- Negotiate joint ventures to maximize the economic benefit of a transaction
- Properly identify the risks associated with joint ventures and manage exposure
- Reduce the amount of time absorbed when negotiating a joint venture
- Increase your expertise and ability to add value to your company's corporate development 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.