Overview

M&A Professional Certificate

Earn a Mergers and Acquisitions Professional Certificate from the New York Institute of Finance and move your finance career forward today!

About this course

Interested in learning about the Mergers & Acquisitions (M&A) process? What goes into structuring a deal? Understanding the key decision-making metrics? This is the course for you!

Mergers & Acquisitions (M&A) course provides a unique opportunity to earn your professional certificate from the New York Institute of Finance, a highly sought after designation that leading financial services employers know and trust globally. Through this certification, you will be qualified to perform in the real world and meet the demanding realities of finance.
This course is a comprehensive analysis of the major facets of the Mergers & Acquisitions (M&A) industry and the skills engaged in executing all areas of transactions from pre to post-merger integration.

Course includes more than 30 hours of video instruction led by seasoned practitioners, as well as dozens of cases studies, worksheet templates for developing your own M&A analysis, and reference material that you can use for your own purposes.

In addition, the NYIF instructors will continue to monitor and participate in the discussion forums, providing ongoing support and learning as you move through the course material.
By the end of this course, you should:

Have a clear understanding of M&A concepts and theories
Learn how to secure a M&A deal
Define the key decision making metric
Understanding the accounting for M&A
At NYIF, we mix key best practice training, core financial theory and a deep understanding of financial market interdependency. Those who proudly hold a professional certificate from NYIF are well trained and job-ready. Become qualified, with a deep understanding of subject matter and strongly skilled in successful approaches to deliver on the role of your choice.

This course is recommended for financial analysts/managers, bankers, strategic planning professionals, corporate finance lawyers, market regulators. Knowledge of Financial Industry is preferred, not mandatory.

Detailed Outline

Concepts and Theories
Overview and Strategy
Finding a Deal
Corporate Valuation in Developed Countries
Special Valuation Cases
Combining the Two Firms’ Finances
Financing the Acquisition
The Seller’s Viewpoint
Other Areas of Interest

Structuring the Deal
Legal Agreements, Corporate Documents, Engagement Letter
Confidentiality Agreements, Non-Disclosure Agreements, Term Sheets
Legal Structures and Tax Considerations
Triangular Merger Forms
Tax Structures
Tax Free Deals
Accounting Rules, Letter of Intent Refresh
Structuring the Consideration

Free Cash Flow: A Powerful Decision-Making Metric
Using Free Cash Flow Analysis for Decision-Making
Free Cash Flow Drivers
Cost of Capital
Capital Budgeting
Interim Financial Results
Acquisition Analysis, Incentive Compensation
Acquisition Integration

Accounting for Mergers and Acquisitions
General Accounting Guidelines
Cost Method and Consolidation
Purchase Accounting
Purchase Accounting Continued
Special Topics, including Section 338 Elections