This course is part of multiple programs. Learn more.
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
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
This course includes:
PreRecorded video
Graded assignments, exams
Access on Mobile, Tablet, Desktop
Limited Access access
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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 Free Deal
Module 6
Accounting Notes
Module 7
Consideration
Module 8
Advanced Structuring
Module 9
Fee Structure
Individual course purchase is not available - to enroll in this course with a certificate, you need to purchase the complete Professional Certificate Course. For enrollment and detailed fee structure, visit the following: Mergers & Acquisitions (M&A), Introduction to Investment Banking
Payment options
Financial Aid
Instructor

10 Courses
NYIF Instructor Specializing in Corporate Finance and Mergers & Acquisitions
Jeff Hooke is a seasoned faculty member at the New York Institute of Finance, bringing over 30 years of experience in corporate valuation, investment banking, and private equity. Since 2005, he has designed and delivered courses in M&A and finance, drawing on his background as a private investment executive at Emerging Markets Partnership and as an investment banker at Lehman Brothers and Schroder Wertheim. Jeff holds an MBA from the Wharton School and a B.S. from the University of Science. Currently, he serves as managing director at FOCUS and is the author of four books on valuation, investment, and finance. He teaches a range of courses and professional certificates in M&A, project finance, and investment banking at NYIF.
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Frequently asked questions
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