M&A Associate (Buy-Side)

E-Learning

Your next career step

The Certified 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.

Next Start Date

At any time

Duration

8-10 hours

Language

English

Format

Online

Type of education

Seminar

Price

€ 1,480.00

The Certified 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.

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Target Group
Methodology
Examples
Testiomonials
Content
Learning Target
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Details
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REGISTRATION

Online - Any time

8 – 10 hours study time
English
EUR 1.480
Regiester now

REGISTRATION

Online - Any time

8 – 10 hours study time
English
EUR 1.480
Regiester now

Target Group

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

Methodology

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

EXAMPLES

WHAT OUR CLIENTS SAY

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

Learning Target

The Online-Training "M&A Associate" provides participants with a comprehensive understanding of the end-to-end buy-side M&A process, including its key phases, milestones, and responsibilities. Participants learn how to assess the strategic rationale for acquisitions, identify suitable targets, and understand the key elements of due diligence. They also develop the ability to analyse the financial attractiveness and valuation of potential acquisition targets, identify synergies and value-creation opportunities, and understand key transactional and contractual aspects such as signing and closing. In addition, the training prepares participants to anticipate important post-merger integration requirements and to apply relevant M&A concepts and tools to practical transaction scenarios and real-life cases.

VIDEOS

Details

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.

Discounts

Benefit from attractive discounts when booking multiple M&A online trainings: receive 10% off your second training and 20% off your third training.

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+49 69 154008-9302
seminare@fs.de

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