KPME M&A Masterclass
M&A Masterclass
Course Start Date: 3rd December
Training Duration: 5 Days
Practical application through exercises:
- Excel Exercises
- Case Studies
Learning Outcomes
Understand design and develop structure for a merger model
Prepare flexible sources and uses of funds schedule
Prepare pro forma group financial statements
Perform financing mix and accretion dilution analysis
Perform scenario analysis and develop the M&A KPI dashboard
Course Outlines
- Introduction
- What constitutes M&A?
- How M&A is different from Strategic Alliance
- Summary of M&A processes – identification, due diligence and acquisition, documentation, Integration
- Key parties involved in M&A
- Why do companies M&A?
- Strategic and Tactical Reasons for doing M&A
- Various Types of M&A
- Pitfalls and advantages for these Strategic decisions
- Introduction to M&A accounting
- Goodwill
- Consolidating financial statements
o Synergies
- EPS Accretion-Dilution Analysis
- ○ Contribution Analysis
- ○ Post transaction P/E requirement for breakeven
Post transaction synergies required for deal to be EPS accretive
- Types of Sensitivity Analysis in the M&A valuation
- Presenting the key M&A model KPIs
- Managing Comparable Company Analysis
- Managing Comparable Transactions Analysis
- Various types and their impact
- Cost Synergies
- Revenue Synergies
- Critical Success Factors and pitfalls to Avoid
- Why do Due Diligence?
- How to prepare a company for due diligence
- Why do M&A deals fail?
- Risks and its mitigation in M&A
- Key issues like Attrition, KMPs Retention Mechanism etc