M&A Deal Structuring

When:  Mar 16, 2023 from 09:00 AM to 05:00 PM (SGT)
Associated with  CFA Society Philippines

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 MS:A investment bankers and acquirers utilize. It covers the following modules: (i) in-depth analysis of the entire MS:A process, including due diligence and legal issues; (ii) common structural issues including cash vs. stock, upfront payments vs. earn-outs, and stock vs. asset deals; (iii) crucial

merger consequence analysis including detailed accretion/dilution and contribution analyses; and (iv) 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 builds on the first half and is hands-on, interactive, Excel- based and covers different ways to model out financial combinations. Different techniques are covered including the most basic and widely used back-of-the-envelope method, accretion I dilution and more robust analyses. Build dynamic models that account for different transaction structures, learn how to sensitize financial projections and the financial impact on a transaction and construct a pro forma merger model. Calculate estimated combined income statement for target and acquiror, key pro forma balance sheet items, cash flow for debt repayments and other relevant items in a merger and acquisition context.


Crowne Plaza Manila Galleria
Asian Development Bank Ave,
Corner Ortigas Ave, Ortigas Center, Metro Manila
Quezon City, 1100