| Financial Analysis Series - M&A Deal Structuring & Merger Modeling Basics - Cancelled |
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This event is closed for registration
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| Date: |
10/16/09 |
| Time: |
9:00 AM - 5:00 PM |
| Member Cost: |
$525.00 |
| Nonmember Cost: |
$650.00 |
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To pay by check, download
the registration form. |
| Refund Policy: |
Refund less $50 non-refundable deposit available until 5pm on October 9, 2009. |
| Location: |
CFASF Program Center |
| Address: |
300 Montgomery St, SF, CA |
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Instructor(s):
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Hamilton Lin, CFA - Wall Street Training |
| Event Description: |
| View flyer
Learn about mergers and acquisitions and how deals are structured. The first half of this course focuses on the mergers and acquisitions process and the basics of deal structures, presenting the main tools and analyses that M&A investment bankers and acquirers utilize. It covers the following modules:
- In-depth analysis of the M&A process, including due diligence and legal issues;
- Common structural issues including cash vs. stock, upfront payments vs. earn-outs & stock vs. asset deals;
- Crucial merger consequence analysis including detailed accretion/dilution and contribution analyses; and
" Detailed analysis of transaction case studies to illustrate various deal structures and demonstrate detailed alternative earn-out structures and methodologies. The second half of this course is hands-on, interactive, Excel-based & covers the ways to model out financial combinations. Different techniques are covered including the most basic & widely used back-of-the-envelope method, accretion / dilution and more robust analyses. Build dynamic models that account for different transaction structures, learn how to sensitize financial projections & the financial impact on a transaction & construct a pro forma merger model. Calculate estimated combined income statements for target & acquiror, key pro forma balance sheet items, cash flow for debt repayments & other relevant items in an M&A context. |
| Other Information: |
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| Hamilton Lin, CFA, President & Founder of Wall St. Training, has a broad background in investment banking and mergers & acquisitions in diverse industries ranging from oil & gas to insurance to asset management and related sectors. Prior to founding his firm, he worked at: Goldman Sachs Investment Banking, where he standardized his group's best practices; Bank of America's M&A department, where he customized many of the firm's models; various boutique middle-market investment banks, executing private transactions; and Ryan Labs, an asset-liability asset management firm. Hamilton has taught as an adjunct professor at Baruch College and Hunter College in New York City. He graduated from NYU Stern in Finance and International Business, holds the CFA designation and has taught all levels and all study sessions of the CFA exam. |
| Comment: |
| View / register for the other classes in this series:
- ADVANCED FINANCIAL MODELING - CORE MODEL Wednesday, October 14
- ADVANCED OPERATING & SEGMENT BUILD-UP MODEL Thursday, October 15 |
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