Mergers and Acquisitions: Structuring the Deal
Understand the practicalities of mergers and acquisitions
This course looks in detail at the different ways in which mergers and acquisitions transactions are structured.
You’ll learn about legal structures, stock purchases, asset purchases, tax loss mergers and reverse mergers.
As you explore these different transaction structures, you’ll consider the legal and corporate documents involved and the tax implications for both buyer and seller.
What topics will you cover?
Week 1 - Review, Documents & Legal Structures
Understand the documents like engagement letters, confidentiality agreements, term sheets, letters of intent and the structures that underpin M&A
Week 2 - Triangular Mergers, Tax and Accounting Notes
Review tax considerations, tax-free deals and further accounting rules
Week 3 - Considerations and Structuring
Learn about advanced structuring, tax loss mergers, break up/sum of parts/split off, LBOs merger structure, roll ups, consolidation plays, distressed/bankruptcy structures, Special Purpose Acquisition Corps (SPAC), reverse merger and a private equity industry review.
