Middle market corporate financiers and investment bankers
Private equity investors
Corporate development teams / strategy office
MBAs and career changers with a financial background
The details
3 immersive days
10 technical areas covering the end to end deal process
Next sittings on 22, 23, and 24 April 2025 in Birmingham
Goes into an intermediate to advance level of technical detail
Day 1
Middle market M&A overview
Underlying earnings through to equity value
Strategic exit options
Valuation and positioning
M&A process management
Day 2
Operating modelling
Private equity deal structuring theory
LBO modelling
Day 3
Completion mechanisms
Sell side and buy side funds flows
Legals docs and considerations
This course will make you a better deal doer…both technically and commercially
Spot more quality of earnings adjustments e.g. £40k x 10 = £400,000 Enterprise Value impact
Identify what needs to come next in an M&A process earlier by pre-empting issues, saving XX hours and XX of stress for you and your team
Create more arguments to shift the working capital target period by 3 months to save £350,000 on the working capital adjustment
Become a more valuable resource as you will be able to pick up more workstreams on a deal, saving your team XX hours and freeing them up
Secure additional cash and debt like items to add to the EV to Equity bridge to win an additional £150,000 of value
Get to the bottom of financial and deal risks more quickly, form a commercial view and present & explain this to stakeholders succinctly to build trust and deliver quality
Link risks in the financials to the legal documents so they have read across to protect value / get the best deal
Far fewer “figuring it out” moments, as you have access to a broad range of online resources to start you off saving XX hours and XX of stress
