Description

Introduction

Corporate restructuring and Mergers & Acquisitions (M&A) are key strategic initiatives undertaken by organizations to enhance shareholder value, improve operational efficiency, and achieve competitive advantage. This training provides an in-depth understanding of corporate restructuring strategies, M&A processes, valuation techniques, regulatory considerations, and integration best practices to help professionals navigate complex transactions successfully.

Prerequisites of M&A

• Basic understanding of corporate finance and business strategy
• Familiarity with financial statements and valuation methods
• Knowledge of M&A processes and regulatory frameworks

Table of Contents

1. Introduction to Corporate Restructuring and M&A

• 1.1 Understanding Corporate Restructuring and Its Importance
• 1.2 Overview of Mergers & Acquisitions (M&A)(Ref: Post-Merger Integration: Managing Change and Synergies(M&A))
• 1.3 Key Drivers of Corporate Restructuring

2. Types of Corporate Restructuring

• 2.1 Financial Restructuring (Debt and Equity Restructuring)
• 2.2 Organizational Restructuring (Divestitures, Spin-offs, and Carve-outs)
• 2.3 Operational Restructuring (Cost Optimization and Process Improvements)
• 2.4 Strategic Restructuring (Mergers, Acquisitions, and Joint Ventures)

3. Mergers & Acquisitions: Strategy and Planning

• 3.1 Types of Mergers (Horizontal, Vertical, Conglomerate)
• 3.2 Key Phases in the M&A Process
• 3.3 Role of Investment Banks and Financial Advisors

4. Due Diligence in M&A Transactions

• 4.1 Financial Due Diligence: Assessing Financial Health
• 4.2 Legal Due Diligence: Regulatory Compliance and Contracts
• 4.3 Operational and Technological Due Diligence

5. Valuation Techniques in M&A and Corporate Restructuring

• 5.1 Discounted Cash Flow (DCF) Analysis
• 5.2 Comparable Company and Precedent Transaction Analysis
• 5.3 Asset-Based Valuation Methods

6. Deal Structuring and Negotiation

• 6.1 Structuring the Deal: Cash vs. Stock Transactions
• 6.2 Negotiation Strategies for Buyers and Sellers
• 6.3 Managing Hostile Takeovers and Defensive Strategies

7. Financing M&A and Restructuring Transactions

• 7.1 Debt Financing and Leveraged Buyouts (LBOs)
• 7.2 Equity Financing and Private Equity Involvement
• 7.3 Role of Special Purpose Acquisition Companies (SPACs)

8. Regulatory and Legal Considerations in Corporate Restructuring

• 8.1 Antitrust Laws and Regulatory Approvals
• 8.2 Tax Implications of M&A and Restructuring
• 8.3 Managing Cross-Border M&A and Legal Complexities

9. Post-Merger Integration and Change Management

• 9.1 Aligning Organizational Culture and Leadership
• 9.2 Operational and IT System Integration
• 9.3 Measuring Synergies and Tracking Performance

10. Risk Management in M&A and Restructuring

• 10.1 Identifying and Mitigating Transaction Risks
• 10.2 Managing Financial and Operational Risks
• 10.3 Crisis Management and Contingency Planning

11. Case Studies and Practical Applications

• 11.1 Successful Corporate Restructuring Strategies
• 11.2 Lessons from Major M&A Deals (Successes and Failures)
• 11.3 Hands-on Financial Modeling and Valuation Exercises

Conclusion

Corporate restructuring and M&A are powerful strategic tools for business transformation and growth. This training equips professionals with critical skills in deal structuring, valuation, risk management, and integration strategies, enabling them to execute successful transactions and drive business success.

Reference