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M&A Deal Structuring Fundamentals

Learn advanced M&A structuring methods, tax strategies, and legal frameworks to effectively design and execute complex merger transactions.

Learn advanced M&A structuring methods, tax strategies, and legal frameworks to effectively design and execute complex merger transactions.

This comprehensive course explores the intricacies of M&A deal structuring, providing deep insights into how and why different deals come together. Students learn about various corporate documents essential to the M&A process, including engagement letters and legal structures. The course covers critical concepts such as triangular and reverse triangular structures, differences between stock and asset purchases, and tax-free deal mechanics. Participants gain practical knowledge about accounting rules, advanced structuring categories, and capital structure optimization. As part of NYIF's Mergers & Acquisitions Professional Certificate program, this course equips professionals with the practical skills needed for successful M&A transactions.

Instructors:

English

Arabic, German, English, 9 more

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M&A Deal Structuring Fundamentals

This course includes

4 Weeks

Of Self-paced video lessons

Intermediate Level

Completion Certificate

awarded on course completion

Free course

What you'll learn

  • Understand different M&A legal structures and their applications

  • Master the documentation process in M&A transactions

  • Analyze tax considerations for various deal structures

  • Evaluate different types of merger structures including triangular mergers

  • Implement advanced structuring techniques for complex M&A deals

  • Assess accounting rules and their impact on deal structure

Skills you'll gain

M&A Strategy
Capital Structure
Legal Documentation
Tax Planning
Deal Structuring
Corporate Finance
Business Valuation
Investment Banking

This course includes:

PreRecorded video

Graded assignments, exams

Access on Mobile, Tablet, Desktop

Limited Access access

Shareable certificate

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There are 9 modules in this course

This course provides a comprehensive understanding of M&A deal structuring, covering essential aspects from basic documentation to advanced structuring techniques. Students learn about various corporate documents in the M&A process, different legal structures including triangular mergers, tax considerations for different deal types, and accounting rules. The course also covers advanced topics such as earnouts, contingent considerations, and special purpose acquisition companies (SPACs). Through case studies and practical examples, participants gain hands-on experience in structuring M&A deals and understanding the implications of different deal structures.

Review and Documents

Module 1

Documents

Module 2

Legal Structures

Module 3

Triangular Mergers

Module 4

Tax Considerations

Module 5

Tax Free Deal

Module 6

Accounting Notes

Module 7

Consideration

Module 8

Advanced Structuring

Module 9

Fee Structure

Instructor

Jeff Hooke
Jeff Hooke

10 Courses

NYIF Instructor Specializing in Corporate Finance and Mergers & Acquisitions

Steve Literati is an instructor at the New York Institute of Finance (NYIF), specializing in corporate finance, mergers and acquisitions, and corporate strategy. He holds a CFA designation, an MBA from the Wharton School, and a BA in Economics from Lafayette College. With extensive experience as a former Senior Vice President of Business Development at Pearson Plc, Steve led teams in sourcing, structuring, negotiating, and completing deals to enhance the company's revenues and capabilities. As the former Chief Financial Officer of Pearson Educational Measurement, he improved forecasting accuracy and implemented controls under Sarbanes-Oxley regulations. Currently, he serves as the Senior Director for Workforce Readiness at Educational Testing Service (ETS) in Princeton, NJ.

M&A Deal Structuring Fundamentals

This course includes

4 Weeks

Of Self-paced video lessons

Intermediate Level

Completion Certificate

awarded on course completion

Free course

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Frequently asked questions

Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.