M&A Associate (Buy-Side)

E-Learning

Your next career step

The M&A Associate (buy-side) is based on the fully digital and self-paced training programme M&A2go. M&A2go has been developed by the former Deloitte partner, Dr. Johannes Gerds, together with senior experts from Bertelsmann, Brose, QIAGEN, TÜV Rheinland, Vossloh and Werhahn.

Gain a comprehensive understanding of buy-side M&A through real-world insights from senior experts. Seven senior experts with a combined experience of more than 250 M&A transactions share their know-how. Seven case studies help you leveraging best practices and lessons learned from real-life examples. Eight interactive workouts enable you to directly apply proven approaches and effective tactics.
 

Next Start Date

At any time

Duration

8-10 hours

Language

English

Format

Online, asynchronous

Type of education

Seminar

Price

€ 1,480.00 excl. VAT 

The M&A Associate (buy-side) is based on the fully digital and self-paced training programme M&A2go. M&A2go has been developed by the former Deloitte partner, Dr. Johannes Gerds, together with senior experts from Bertelsmann, Brose, QIAGEN, TÜV Rheinland, Vossloh and Werhahn.

Gain a comprehensive understanding of buy-side M&A through real-world insights from senior experts. Seven senior experts with a combined experience of more than 250 M&A transactions share their know-how. Seven case studies help you leveraging best practices and lessons learned from real-life examples. Eight interactive workouts enable you to directly apply proven approaches and effective tactics.
 

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Registration
Target Group
Learning Target
Methodology
Examples
Content
Testiomonials
Videos
Details
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REGISTRATION

Online - Any time

8 – 10 hours study time
English
EUR 1.480 excl. VAT
Regiester now

REGISTRATION

Online - Any time

8 – 10 hours study time
English
EUR 1.480 excl. VAT
Regiester now

Target Group

All who are, or want to be, involved in a buy-side M&A project

Learning Target

The Online-Training M&A Associate provides participants with a comprehensive understanding of the buy-side M&A process, including buy-side framework, major phases and core tasks. Participants learn that M&A requires a clear strategic rationale and that every M&A project consist of three major phases. In addition, the training prepares participants to execute three core tasks that need to be conducted end-to-end along the entire M&A process.

Methodology

Fully digital, self-paced training programme including multimedia animations, case studies, interactive workouts, self checks, best practices and lessons learned

EXAMPLES

Content

Module 1

M&A Framework

M&A requires a clear strategic rationale.

After providing an overview of major strategic rationales for M&A and an approach for systematic target identification Module 1 describes two distinctive approaches for M&A origination.  The module also provides an overview of major M&A phases and core M&A tasks. Further, Module 1 shows how teams of experts are working together, and why confidentiality is mission critical in any M&A project.

M&A and Strategy

- Strategic rationale
- Exercise
- Target Identification

M&A Project

- Proactive M&A origination
- Opportunistic M&A origination
- Workout
- Major M&A phases
- Core M&A tasks
- Confidentiality

M&A Project Organization

- Workload
- Teams of experts
- M&A project leadership levels

Module 2

M&A Phases

Every M&A project consists of three major phases.

Major milestones of the Pre-Due Diligence phase are described, including Teaser document, Confidential Information Memorandum, and Indicative Offer. Module 2 outlines key areas of the Due Diligence, and illustrates the role of Data Request List, Electronic Data Room, Management Presentation and other information sources in order to develop a Due Diligence report. Module 2 shows also why reps and warranties are important negotiating the Sale and Purchase Agreement, and why Signing and Closing can constitute quite distinctive milestones in an M&A project.

Pre-Due Diligence

- Teaser
- Confidential Information Memorandum
- Indicative Offer
- Seller´s perspective
- Case
- Expert statement

Due Diligence

- Areas of analysis
- Data Request List
- Case
- Expert statement
- Electronic Data Room
- Key functionalities
- Management presentation
- Other information sources
- Workout
- Due Diligence Report
- Case
- Expert statement

Post Due Diligence

- Updated Offer
- Reps and warranties
- SPA and Signing
- Closing

Module 3

M&A Tasks

A potential buyer must continuously execute three core tasks.

After demonstrating why cash flow is an important basis for valuation Module 3 presents how to challenge systematically target’s assumptions on revenues, costs and capital reviewing the target business. Module 3 presents how value is created by M&A, and how synergies are both identified and prioritized.  Further, Module 3 explains how to prepare for post merger integration in order to implement planned synergies and to stabilize the target business illustrating among others the role of Target Operating Model (TOM), Transition Service Agreements (TSAs), Earn-out Agreements and M&A deal types.

Target Business Review
- Cash flow
- Valuation
- Exercise
- Case
- Expert statement
- Challenge revenue assumptions
- Challenge cost assumptions
- Challenge capital assumptions
- Workout

Synergy Planning
- Value creation
- Case
- Expert statement
- Synergy identification
- Workout
- Case
- Expert statement
- Synergy assessement
- Cash flow impact and complexity
- Workout

PMI-Preparation
- Case
- Expert statement
- Target Operational Model
- Implementation planning
- Case
- Transition Service Agreements
- Workout

Content

Module 1

M&A Framework

M&A requires a clear strategic rationale.

After providing an overview of major strategic rationales for M&A and an approach for systematic target identification Module 1 describes two distinctive approaches for M&A origination.  The module also provides an overview of major M&A phases and core M&A tasks. Further, Module 1 shows how teams of experts are working together, and why confidentiality is mission critical in any M&A project.

M&A and Strategy

- Strategic rationale
- Exercise
- Target Identification

M&A Project

- Proactive M&A origination
- Opportunistic M&A origination
- Workout
- Major M&A phases
- Core M&A tasks
- Confidentiality

M&A Project Organization

- Workload
- Teams of experts
- M&A project leadership levels

Module 2

M&A Phases

Every M&A project consists of three major phases.

Major milestones of the Pre-Due Diligence phase are described, including Teaser document, Confidential Information Memorandum, and Indicative Offer. Module 2 outlines key areas of the Due Diligence, and illustrates the role of Data Request List, Electronic Data Room, Management Presentation and other information sources in order to develop a Due Diligence report. Module 2 shows also why reps and warranties are important negotiating the Sale and Purchase Agreement, and why Signing and Closing can constitute quite distinctive milestones in an M&A project.

Pre-Due Diligence

- Teaser
- Confidential Information Memorandum
- Indicative Offer
- Seller´s perspective
- Case
- Expert statement

Due Diligence

- Areas of analysis
- Data Request List
- Case
- Expert statement
- Electronic Data Room
- Key functionalities
- Management presentation
- Other information sources
- Workout
- Due Diligence Report
- Case
- Expert statement

Post Due Diligence

- Updated Offer
- Reps and warranties
- SPA and Signing
- Closing

Module 3

M&A Tasks

A potential buyer must continuously execute three core tasks.

After demonstrating why cash flow is an important basis for valuation Module 3 presents how to challenge systematically target’s assumptions on revenues, costs and capital reviewing the target business. Module 3 presents how value is created by M&A, and how synergies are both identified and prioritized.  Further, Module 3 explains how to prepare for post merger integration in order to implement planned synergies and to stabilize the target business illustrating among others the role of Target Operating Model (TOM), Transition Service Agreements (TSAs), Earn-out Agreements and M&A deal types.

Target Business Review
- Cash flow
- Valuation
- Exercise
- Case
- Expert statement
- Challenge revenue assumptions
- Challenge cost assumptions
- Challenge capital assumptions
- Workout

Synergy Planning
- Value creation
- Case
- Expert statement
- Synergy identification
- Workout
- Case
- Expert statement
- Synergy assessement
- Cash flow impact and complexity
- Workout

PMI-Preparation
- Case
- Expert statement
- Target Operational Model
- Implementation planning
- Case
- Transition Service Agreements
- Workout

Content

Module 1

M&A Framework

M&A requires a clear strategic rationale.

After providing an overview of major strategic rationales for M&A and an approach for systematic target identification Module 1 describes two distinctive approaches for M&A origination.  The module also provides an overview of major M&A phases and core M&A tasks. Further, Module 1 shows how teams of experts are working together, and why confidentiality is mission critical in any M&A project.

M&A and Strategy

- Strategic rationale
- Exercise
- Target Identification

M&A Project

- Proactive M&A origination
- Opportunistic M&A origination
- Workout
- Major M&A phases
- Core M&A tasks
- Confidentiality

M&A Project Organization

- Workload
- Teams of experts
- M&A project leadership levels

Module 2

M&A Phases

Every M&A project consists of three major phases.

Major milestones of the Pre-Due Diligence phase are described, including Teaser document, Confidential Information Memorandum, and Indicative Offer. Module 2 outlines key areas of the Due Diligence, and illustrates the role of Data Request List, Electronic Data Room, Management Presentation and other information sources in order to develop a Due Diligence report. Module 2 shows also why reps and warranties are important negotiating the Sale and Purchase Agreement, and why Signing and Closing can constitute quite distinctive milestones in an M&A project.

Pre-Due Diligence

- Teaser
- Confidential Information Memorandum
- Indicative Offer
- Seller´s perspective
- Case
- Expert statement

Due Diligence

- Areas of analysis
- Data Request List
- Case
- Expert statement
- Electronic Data Room
- Key functionalities
- Management presentation
- Other information sources
- Workout
- Due Diligence Report
- Case
- Expert statement

Post Due Diligence

- Updated Offer
- Reps and warranties
- SPA and Signing
- Closing

Module 3

M&A Tasks

A potential buyer must continuously execute three core tasks.

After demonstrating why cash flow is an important basis for valuation Module 3 presents how to challenge systematically target’s assumptions on revenues, costs and capital reviewing the target business. Module 3 presents how value is created by M&A, and how synergies are both identified and prioritized.  Further, Module 3 explains how to prepare for post merger integration in order to implement planned synergies and to stabilize the target business illustrating among others the role of Target Operating Model (TOM), Transition Service Agreements (TSAs), Earn-out Agreements and M&A deal types.

Target Business Review
- Cash flow
- Valuation
- Exercise
- Case
- Expert statement
- Challenge revenue assumptions
- Challenge cost assumptions
- Challenge capital assumptions
- Workout

Synergy Planning
- Value creation
- Case
- Expert statement
- Synergy identification
- Workout
- Case
- Expert statement
- Synergy assessement
- Cash flow impact and complexity
- Workout

PMI-Preparation
- Case
- Expert statement
- Target Operational Model
- Implementation planning
- Case
- Transition Service Agreements
- Workout

WHAT OUR CLIENTS SAY

VIDEOS

Details

 

Degree

Certificate of Attendance M&A Associate (buy-side)

Study Time 

The online training requires approximately 8 - 10 hours of study. 

Access Period

You will have access to the training for 3 months after first login. During this time, you can revisit the learning content as often as needed. Please note that the recommended study hours are only indicative and meant to help you estimate the effort required.

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