Covering the end to end deal process and bespoke to the middle market

Possibly add a secondary intro line of text here.

  • Key M&A stakeholders from entrepreneurs to investors & funders
  • Broader advisors involved in M&A
  • Rationale for sell side and buy side M&A
  • Optical view of a deal and M&A process
  • What a good business looks like, and how to find them
  • Profit and loss, balance sheet and cash flow drill down
  • Integrity checks and linkages
  • An automated system of accounting using debits and credits
  • Accounting knowledge to explain underlying earnings, working capital and net debt adjustments
  • Key accounting risks by sector
  • Reviewing business models
  • Differentiation categories
  • Market definitions, sizing and analysis
  • Story board the sale document
  • Commercially assessing forecast growth
  • Due diligence checklists
  • Analytical methodologies
  • Underlying earnings
  • Working capital and net debt
  • Enterprise value to Equity value bridge
  • Private equity landscape mapped
  • Objectives of private equity
  • Options available in structuring middle market deals
  • Financial instruments
  • Factors impacting structuring
  • Entry and exit
  • Precedents
  • Comparables
  • Discounted cash flow
  • Leveraged buy out
  • Commercial factors driving valuation
  • Technical topics impacting valuation
  • Trade
  • Private equity
  • IPO
  • EoT
  • Debt refinancing
  • Preparing a business for sale
  • Key public market transactions
  • Corporate broking role and after-market support
  • Nominated advisors (Nomads)
  • Bookbuild and pricing of an IPO
  • Rule 3
  • Debt products, pricing and pros and cons
  • Key terminology
  • Structuring EBITDA
  • Covenants and testing
  • Debt process

  • Key M&A stakeholders from entrepreneurs to investors & funders
  • Broader advisors involved in M&A
  • Rationale for sell side and buy side M&A
  • Optical view of a deal and M&A process
  • What a good business looks like, and how to find them
  • Profit and loss, balance sheet and cash flow drill down
  • Integrity checks and linkages
  • An automated system of accounting using debits and credits
  • Accounting knowledge to explain underlying earnings, working capital and net debt adjustments
  • Key accounting risks by sector
  • Reviewing business models
  • Differentiation categories
  • Market definitions, sizing and analysis
  • Story board the sale document
  • Commercially assessing forecast growth
  • Due diligence checklists
  • Analytical methodologies
  • Underlying earnings
  • Working capital and net debt
  • Enterprise value to Equity value bridge
  • Private equity landscape mapped
  • Objectives of private equity
  • Options available in structuring middle market deals
  • Financial instruments
  • Factors impacting structuring
  • Entry and exit
  • Precedents
  • Comparables
  • Discounted cash flow
  • Leveraged buy out
  • Commercial factors driving valuation
  • Technical topics impacting valuation
  • Trade
  • Private equity
  • IPO
  • EoT
  • Debt refinancing
  • Preparing a business for sale
  • Key public market transactions
  • Corporate broking role and after-market support
  • Nominated advisors (Nomads)
  • Bookbuild and pricing of an IPO
  • Rule 3
  • Debt products, pricing and pros and cons
  • Key terminology
  • Structuring EBITDA
  • Covenants and testing
  • Debt process

Suggest a short video here as a teaser / explaining the content in the accordions on the left