Middle Market M&A Flagship Open Course

Who is it for?
The details

Middle market corporate financiers and investment bankers

Private equity investors

Corporate development teams / strategy office

MBAs and career changers with a financial background

3 immersive days

10 technical areas covering the end to end deal process

Next sittings on 25, 26, and 27 November 2024 in Birmingham

Goes into an intermediate to advance level of technical detail

Day 1

Middle market M&A overview

Underlying earnings through to equity value

Strategic exit options

Valuation and positioning

M&A process management

Day 2

Operating modelling

Private equity deal structuring theory

LBO modelling

Day 3

Completion mechanisms

Sell side and buy side funds flows

Legals docs and considerations

This course will make you a better deal doer…both technically and commercially

  • 1

    Spot more quality of earnings adjustments e.g. £40k x 10 = £400,000 Enterprise Value impact

  • 2

    Identify what needs to come next in an M&A process earlier by pre-empting issues, saving XX hours and XX of stress for you and your team

  • 3

    Create more arguments to shift the working capital target period by 3 months to save £350,000 on the working capital adjustment

  • 4

    Become a more valuable resource as you will be able to pick up more workstreams on a deal, saving your team XX hours and freeing them up

  • 5

    Secure additional cash and debt like items to add to the EV to Equity bridge to win an additional £150,000 of value

  • 6

    Get to the bottom of financial and deal risks more quickly, form a commercial view and present & explain this to stakeholders succinctly to build trust and deliver quality

  • 7

    Link risks in the financials to the legal documents so they have read across to protect value / get the best deal

  • 8

    Far fewer “figuring it out” moments, as you have access to a broad range of online resources to start you off saving XX hours and XX of stress