M&A Deal Structuring Fundamentals

This module covers the foundational aspects of the M&A sale process and introduces key legal agreements. Students learn about various corporate documents and the importance of investment banking engagement letters in M&A transactions.

This module focuses on essential M&A documentation including confidentiality agreements (NDAs), term sheets, letters of intent, and definitive agreements. Students learn the purpose, structure, and key components of each document type.

This module examines the three main legal structures in M&A: mergers, stock purchases, and asset purchases. Students learn the advantages and disadvantages of each structure and their implications for deal execution.

This module explores the concept of triangular mergers in M&A transactions, including their structure, implementation, and strategic advantages.

This module covers tax implications of different deal structures, comparing stock purchase and asset purchase deals from a tax perspective. Students learn to evaluate tax consequences in M&A transactions.

This module focuses on tax-free reorganizations and various tax-free acquisition structure alternatives, including practical case studies to reinforce concepts.

This module covers key accounting rules relevant to M&A transactions and provides a refresher on letters of intent from an accounting perspective.

This module examines earnouts, hope certificates, and contingent considerations in M&A deals, focusing on their structure and implementation.

This module covers advanced M&A structures including tax loss mergers, break-ups, LBOs, roll-ups, distressed structures, SPACs, reverse mergers, and private equity considerations.