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Wall Street Training M&A and Leveraged Buyouts Bundle

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Courses
4
Lessons
40

What's Included

Product Details

Access
Lifetime
Content
2.6 hours
Lessons
25

Mergers & Acquistions Deal Structuring and Accretion Dilution Modeling

Learn Essential Corporate Finance Concepts & Build Effective Financial Models

By Wall Street Training | in Online Courses

Over these two courses, you'll get a crash course in mergers and acquisitions, including the major steps involved, how to structure a deal, and perform accretion/dilution and breakeven analyses. You'll build an excellent foundation in corporate financing and learn how to build effective financial models. In just a few hours, you'll have the financial know-how on which major companies put a premium price.
  • Access 3 hours of content 24/7
  • Discover motivations & timetables of mergers & acquisitions
  • Examine types of potential buyers & develop a due diligence process
  • Learn effective negotiation & closing processes
  • Perform accretion dilution analyses & understand financial implications of a deal
  • Review various deal considerations & deal structuring options
  • Understand tax implications of transactions based on deal structure & FASB 142 goodwill amortization
  • Build dynamic merger consequence analyses incorporating many financial elements
Wall Street Training (WST) is a provider of training services, specializing in investment banking and mergers acquisitions; equity and fixed-income research; asset and investment management; credit analysis; private equity and high-yield LBO modeling, and Chartered Financial Analyst examination preparation to institutional and individual customers worldwide. For more details on this course and instructor, click here.

Details & Requirements

  • Length of time users can access this course: 6 months
  • Access options: web streaming, mobile streaming
  • Certification of completion included after passing the included exam
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: all levels

Compatibility

  • Internet required

Course Outline

  • Course Sections:

    • Mergers & Acquisitions Overview
    • Motivations for mergers and acquisitions
    • M&A sale process and timetable
    • Review of strategic planning & preparation of required materials
    • Examination of the types of potential buyers
    • Description of the due diligence process
    • Overview of negotiation & closing processes
    • Overview of representations and warranties
  • M&A Deal Structuring

    • Review of various deal considerations and deal structuring options (cash vs. stock)
    • Common structural issues in a transaction (stock vs. asset, 338(h)(10) elections)
    • Buyer and seller preferences for various deal structures and rationale
    • Tax implications of transactions based on deal structure and FASB 142 goodwill amortization
    • Brief discussion of upfront vs. deferred payments, employee retention and bonus pools
    • Accretion Dilution Analysis
    • Merger consequence analysis including accretion / dilution and financial implications of a deal
    • Discussion of key components with financial impact on transactions
    • Detailed explanation and analysis of line-by-line construction of accretion / dilution model
    • Analysis of breakeven PE for both 100% stock and 100% cash considerations
    • Contribution analysis and its relevant in the analytical process
  • Accretion Dilution Model

    • Build dynamic merger consequence analysis (accretion / dilution) incorporating the following:
    • Synergies switch, cash vs. stock sensitivity
    • Amortization of goodwill switch (depending on purchase price allocation)
    • Common structural issues: Stock vs asset deals and 338 (h)(10) elections
    • Tax implications of transactions based on deal structure and FASB 142 goodwill amortization
    • Analysis of breakeven PE for both 100% stock and 100% cash considerations
    • Calculate pre-tax and after-tax synergies / cushion required to breakeven

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Lifetime
Content
1 hours
Lessons
7

Leveraged Buyouts & Capital Structure Changes

Master LBO Modeling & Jumpstart Your Career as a Financial Analyst

By Wall Street Training | in Online Courses

During a private equity interview, candidates may be asked to build a Leveraged Buyout (LBO) model at various stages of the interview process. This course is designed to ensure you ace that interview. Diving into typical LBO deal structure and expanding into different components of the Sources and Uses analysis, this course will get you up to speed on important elements of financial modeling.
  • Access 1 hour of content 24/7
  • Construct & sensitive an advanced LBO model w/ many nuances & complications of a full-blown, complex LBO model
  • Incorporate fundamental drivers including Sources & Uses, Pro Forma, post-LBO projections, available cash flow, debt sweep, credit ratios & IRR
  • Analyze sources of funds principles like rollover equity, detailed debt structure & maximizing debt capacity
  • Learn to toggle refinancing of existing debt, manage excess cash usage & how to treat debt financing fees, tender costs & transaction costs
  • Incorporate Term Loan mandatory amortization & integrate & sweep additional new & existing debt tranches
  • Sensitize core IRR to equity sponsor & triangulate IRR
Wall Street Training (WST) is a provider of training services, specializing in investment banking and mergers acquisitions; equity and fixed-income research; asset and investment management; credit analysis; private equity and high-yield LBO modeling, and Chartered Financial Analyst examination preparation to institutional and individual customers worldwide. For more details on this course and instructor, click here.

Details & Requirements

  • Length of time users can access this course: 6 months
  • Access options: web streaming, mobile streaming
  • Certification of completion included after passing the included exam
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: all levels

Compatibility

  • Internet required

Course Outline

  • Course Sections:
    • Construct and sensitize an advanced leveraged buyout model with many nuances and complications of our full-blown complex LBO model
    • Incorporate fundamental drivers including Sources & Uses, Pro Forma, post-LBO projections, available cash flow, debt sweep, credit ratios and IRR
    • Sources of Funds: inclusion of rollover equity, detailed debt structure and maximizing debt capacity
    • Uses of Funds expansion: ability to toggle refinancing of existing debt, excess cash usage, proper treatment of debt financing fees, tender costs and transaction costs
    • Selected Pro Forma Balance Sheet items, Debt and Shareholder Equity accounts
    • Debt Sweep: incorporate Term Loan mandatory amortization and integrating and sweeping additional new and existing debt tranches
    • Sensitize core IRR to equity sponsor as well as triangulate IRR

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Lifetime
Content
1 hours
Lessons
6

Certifications for Leveraged Buyouts

Earn a Finance Industry-Recognized Certification in Leveraged Buyouts from Wall St. Training

By Wall Street Training | in Online Courses

A certification from Wall Street Training can go a long way toward scoring you a coveted job in finance. Here you'll have the opportunity to earn just that, with a comprehensive exam on Leveraged Buyouts and Capital Structure Changes. With their strict grading criteria, (available to view here) and powerful reputation in the financial industry, passing this certification exam will put you on the right path towards a successful finance career.
  • Earn an industry-recognized, prestigious certification in LBO modeling
  • Become better positioned for high-paying finance jobs
  • Put your LBO modeling knowledge into practice w/ a comprehensive exam
Wall Street Training (WST) is a provider of training services, specializing in investment banking and mergers acquisitions; equity and fixed-income research; asset and investment management; credit analysis; private equity and high-yield LBO modeling, and Chartered Financial Analyst examination preparation to institutional and individual customers worldwide. For more details on this course and instructor, click here.

Details & Requirements

  • Length of time users can access this course: 6 months
  • Access options: web streaming, mobile streaming
  • Certification of completion included upon passing
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: all levels

Compatibility

  • Internet required

Course Outline

  • Course Sections:
    • Create a quick and dirty, condensed LBO model from scratch
    • Build a summary Sources and Uses of Funds analysis that dictates LBO value
    • Construct a Pro Forma, post-LBO Income Statement projection model incorporating LBO changes
    • Calculate and flow cash available to firm through debt sweep pay off high debt volumes
    • Create condensed IRR (internal rate of return) analysis to evaluate financial sponsor returns
    • Analyze basic credit and leverage statistics and equity sources that drive the LBO model

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Access
Lifetime
Content
1 hours
Lessons
2

Overview of Financial Markets: The Finance Industry Top to Bottom

Invest in Your Future with This Crash Course on Financial Markets

By Wall Street Training | in Online Courses

Finance can be an extremely daunting and confusing subject, yet it is perhaps more important now than ever to have a solid understanding of how financial markets work. This basic course will give you a comprehensive overview of the buy and sell sides of markets and how they each affect capital markets.
  • Access 1 hour of content 24/7
  • Learn investment banking principles & buzzwords
  • Discover sales & trading concepts like prime brokerage & proprietary trading
  • Understand the roles of commercial banking & equity research
  • Differentiate between hedge funds, private equity & fund of funds
  • Learn about asset management, private client services, private wealth management & more
Wall Street Training (WST) is a provider of training services, specializing in investment banking and mergers acquisitions; equity and fixed-income research; asset and investment management; credit analysis; private equity and high-yield LBO modeling, and Chartered Financial Analyst examination preparation to institutional and individual customers worldwide. For more details on this course and instructor, click here.

Details & Requirements

  • Length of time users can access this course: 6 months
  • Access options: web streaming, mobile streaming
  • Certification of completion included after passing the included exam
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: all levels

Compatibility

  • Internet required

Course Outline

  • Course Sections:
    • Overview of the Sell-Side Process: Investment banking (products / services, deal process, role of professional, industry trends, buzzwords, bulge bracket vs. boutique middle market), equity research, commercial banking, sales & trading (prime brokerage, proprietary trading)
    • Overview of the Buy-Side Process: Asset management (products / services, role of professional, industry trends, buzzwords, private client services, private wealth management, portfolio management), alternatives (hedge funds, private equity, fund of funds)

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Terms

  • Instant digital redemption