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
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
Instructor

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.
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