Mergers and Acquisitions Masterclass | 2-Day Course | Miami | GID 42015

Instructor Bio

Shasat Faculty

Our trainers have specialist knowledge and first-hand experience in implementing the International Financial Reporting Standards (IFRS), International Public Sector Accounting Standards (IPSAS), Generally Accepted Accounting Principles (USGAAP), UK GAAP, Risk management strategies, Valuations, Mergers & Acquisitions, Corporate Governance, Environmental, social, and corporate governance (ESG) reporting, Supply Chain Management, Prudential regulations, Compliance matters (such as Basel regulations, Solvency II, Anti Money Laundering regulations and a number of other evolving regulatory matters) and a whole range of professional development programs (e.g., Negotiations Skills, Presentation Skills, Data Management, Python, Block-Chain, Digital Assets, Becker CPA etc.)

This ensures an engaging and stimulating learning experience for professionals and senior executives, helping to ensure knowledge is retained. They understand the accounting and regulatory requirements, risk environment, industry issues and challenges, risk management strategies, financial reporting & disclosure requirements, and compliance environment. They impart their knowledge using real-life industry examples, simple and user-friendly presentations of important concepts/approaches and case studies.
 

Our Partners

Our Partners in Learning

Course Description

1. Introduction to Mergers & Acquisitions

• Understanding the M&A Process – Identification, due diligence, acquisition, documentation, and integration.
• Strategic Thought Process – Key considerations in structuring and executing successful deals.
• Corporate Finance & Strategy – Review of Relevant Concepts
  • Valuation Fundamentals – Enterprise value (EV), market capitalization, and intrinsic vs. market value.
  • Capital Structure & Financing in M&A – Debt vs. equity financing, leverage impact, and cost of capital.
  • Synergies & Value Creation – Operational, financial, and strategic synergies in M&A.
  • Types of M&A Transactions – Horizontal, vertical, and conglomerate mergers.
  • Evaluating M&A Success – Key financial metrics: return on investment (ROI), internal rate of return (IRR), and cost of capital (WACC).
• Forms of Corporate Restructuring – Mergers, acquisitions, divestitures, spin-offs, carve-outs, and leveraged buyouts (LBOs).

2. Deal Structuring & Execution

• Letter of Intent & Initial Negotiations – Key elements in preliminary agreements.
• Deal Structuring & Closure – Designing optimal acquisition structures.
• Key Success Factors & Pitfalls – Best practices for maximizing value creation.
• Pre-requisites to M&A Transactions – Regulatory, strategic, and financial readiness.
• Parties Involved in M&A Transactions – Role of investment bankers, legal advisors, and regulators.
• Hostile vs. Friendly Takeovers – Key distinctions and impact on deal structuring.
• Defensive Strategies Against Hostile Takeovers – Poison pills, golden parachutes, staggered boards, white knights, and crown jewel defenses.
• Regulatory and Legal Frameworks – Anti-takeover laws and shareholder rights.
• Hyper-Leverage as an M&A Defense – Using excessive debt to deter hostile takeovers.

3. Due Diligence & Post-Merger Integration

• Comprehensive Due Diligence – Financial, operational, legal, and cultural assessments.
• Post-Merger Integration – Strategies for seamless business consolidation and value realization.
• Economic Conditions & Growth Prospects – Macroeconomic impact on M&A trends.

4. Organizational Structures & Consolidation Principles

• Understanding Control & Consolidation Requirements – When an entity should be consolidated.
• Subsidiaries, Joint Arrangements & Structured Entities – Compliance with IFRS 10, IFRS 11, and IFRS 12.
• Joint Ventures vs. Joint Operations – Accounting treatments under IFRS 11.
• Disclosure of Interests in Other Entities – Financial reporting transparency requirements.

5. Acquisition Methods & Private Equity Structures

• Identifying the Acquirer – Determining control and acquisition methodology.
• Acquisition Date & Valuation – Recognizing and measuring assets, liabilities, and non-controlling interests.
• Goodwill & Bargain Purchase Recognition – IFRS 3 implications and measurement principles.
• Leveraged Buyouts & Private Equity Market – Deal structuring techniques.
• Reverse Acquisitions & Contingent Liabilities – Addressing complex acquisition structures.

6. Case Studies – Real-World M&A Transactions (Hostile Takeovers & Hyper-Leverage Strategies)

• Starbucks Acquisition Model – Strategic expansion through acquisitions.
• Vodafone Acquisition Model – Cross-border M&A execution.
• JP Morgan Acquisition Model – Financial sector consolidation.
• Private Equity Deal Structures – Real-world buyout strategies and value creation.
• Hostile Takeover: Kraft’s Acquisition of Cadbury (2010) – $19.5 Billion – Lessons in aggressive deal-making and cultural misalignment.
• Hyper-Leverage Strategy: RJR Nabisco Buyout (1988) – $31 Billion – The most famous leveraged buyout (LBO) in history.
• Defensive M&A: Airgas vs. Air Products (2011) – The role of poison pills and anti-takeover defenses in hostile bids.

7. Purchase Price Allocation & Valuation Considerations

• Purchase Price Allocation (PPA) & Non-Controlling Interests – Allocation of acquisition cost across identifiable assets and liabilities.
• Recognizing & Measuring Goodwill – Valuation and impairment considerations.
• Deferred Consideration & Bargain Purchase – Financial impact assessment.
• EPS Accretion/Dilution Analysis – Measuring shareholder value impact.

8. Subsequent Measurement Considerations

• Re-Acquired Rights & Contingent Liabilities – Recognizing post-transaction adjustments.
• Indemnification Assets & Contingent Consideration – Managing future financial obligations.
• Measurement Period Adjustments – Refinements after deal closure.

9. Advanced M&A Accounting & Compliance

This module focuses on post-acquisition financial reporting and compliance with IFRS & US GAAP. Learn how to properly record, measure, and adjust acquisition-related financial data to maintain transparency and optimize deal value.

• Adjustments & Compliance with Global Accounting Standards – Ensuring IFRS & US GAAP adherence in M&A transactions.
• Recording of Acquired Assets & Liabilities – Recognizing fair values at the acquisition date and identifying adjustments.
• Considerations & Valuation of Assets & Liabilities – Addressing post-acquisition accounting implications, including deferred tax and contingent considerations.
• Goodwill Impairment & Subsequent Purchase Considerations – Managing post-deal financial adjustments and impairment testing.
• Complex Accounting Issues & Best Practices – Addressing key financial complexities in M&A under IFRS and US GAAP, including purchase price allocation (PPA).
• Valuation Models Applied in M&A Transactions – Enterprise Value (EV), Discounted Cash Flow (DCF), Market Multiples, and other key valuation techniques used in M&A reporting.

10. Master Case Study – Strategy, Financing & Value Creation

Participants will apply their M&A expertise to structure a real-world deal, focusing on acquisition strategy, financing, and shareholder value creation.

• Develop a winning acquisition strategy – Identify and justify the right target.
• Finance the deal effectively – Evaluate capital structure, funding options, and leverage impact.
• Maximize growth & shareholder value – Assess synergies, valuation, and post-merger performance.
• Present and defend decisions – Teams will pitch their M&A proposal to industry experts for feedback.

This hands-on case study solidifies strategic thinking, deal execution, and financial acumen, preparing participants to lead successful M&A transactions.
 

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Why you must attend?

Join the Mergers & Acquisitions (M&A) program and unlock the secrets to successful dealmaking. This comprehensive program delves into the intricacies of the entire M&A process, equipping you with the knowledge and skills to navigate each stage with confidence. From identification and due diligence to acquisition and post-merger integration, you’ll gain a deep understanding of the critical steps involved in M&A transactions.

A key focus of our program is harnessing the power of synergies in M&A deals. We’ll guide you through the process of identifying and analyzing synergies, enabling you to unlock hidden value and maximize the strategic advantages of combining entities. By mastering this art, you’ll gain the ability to drive growth, expand market share, and enhance competitiveness in today’s dynamic business landscape.  Understanding the complex accounting standards that govern M&A transactions is vital for accurate financial reporting. This program explores the applicability of key standards such as IFRS, UK GAAP, and US GAAP. You’ll gain insights into consolidation requirements, joint arrangements, and the disclosure of interests in other entities. This knowledge will empower you to navigate the nuances of these standards, ensuring compliance and precision in financial reporting.

Real-life case studies of megadeals provide valuable learning experiences, offering a deep dive into the challenges, best practices, and factors that contribute to successful or failed transactions. By studying these examples, you’ll gain invaluable insights into critical success factors and pitfalls to avoid, equipping you with the expertise to make informed decisions and increase your chances of dealmaking success.

This program also emphasizes the importance of enhancing your financial reporting expertise. You’ll delve into topics such as purchase price allocation, measurement principles, and subsequent accounting. With a strong grasp of these concepts, you’ll be able to accurately recognize and measure assets, liabilities, goodwill, and non-controlling interests. Furthermore, you’ll gain practical skills in calculating and analyzing EPS accretion/dilution, ensuring precise financial reporting throughout the entire M&A process.

Enroll in this transformative Mergers & Acquisitions program to elevate your expertise and become a proficient dealmaker. Through comprehensive learning modules, real-life case studies, and expert guidance, you’ll gain the tools and knowledge necessary to excel in the world of M&A. Don’t miss this opportunity to enhance your M&A skills, strengthen your financial acumen, and position yourself as a successful practitioner in the competitive M&A landscape.

Teaching methodology

 Our Mergers & Acquisitions program employs a dynamic and immersive teaching methodology, ensuring maximum impact and knowledge retention. Here’s how we deliver an exceptional learning experience:

1. Clear and Concise Presentation
2. Real-life Case Studies
3. Contextual Examples and Scenarios:
4. Collaborative Group Exercises:</li>
5. Discussions on Industry Practices:
6. Comprehensive Reference Material:
7. Engaging and Inclusive Atmosphere:

Through this dynamic teaching methodology, participants gain a comprehensive understanding of M&A strategies, due diligence processes, execution considerations, and value creation beyond deals. They will be equipped with the necessary skills, knowledge, and techniques to excel in pre-M&A strategies, deal execution, and post-deal integration.

Enroll in our Mergers & Acquisitions program to experience a transformative learning journey that will enhance your expertise in the world of M&A.

Who should attend?

• Corporate development executives and professionals
• Investment bankers and financial advisors
• Attorneys, legal counsels, and compliance professionals
• Finance and accounting professionals
• Business owners and entrepreneurs
• Private equity and venture capital professionals
• Strategy and business development executives
• Consultants and advisors in M&A roles

Feedback

Upon completion of the course, all delegates will receive an evaluation questionnaire aimed at gathering valuable feedback. This feedback is crucial to Shasat’s ongoing commitment to improving the quality of its learning solutions. By analyzing the trends in the responses, we are able to continuously enhance and refine our offerings to meet the evolving needs of our clients.

Venue & other info

Our training programs take place at the most prestigious professional training facilities in the city. Our venues have been meticulously chosen and expertly crafted to deliver an unparalleled and sophisticated learning experience. To further elevate your training journey, we will offer an array of refreshments including gourmet tea/coffee, delectable snacks, and a sumptuous lunch to sustain you throughout the course. Your comfort and satisfaction are of the utmost importance to us.  One week before the program begins, you will receive comprehensive joining instructions that include the exact venue details.

Please note that accommodation arrangements are the responsibility of the attendee.

Workshop Delivery (Online Programs)

The workshop will be delivered via the WebEx platform. Upon registration, all participants will receive comprehensive joining instructions for the live workshop. This fully virtual event will encompass a live-streamed presentation, personalized networking opportunities, interactive Q&A sessions, engaging polls, and post-event consultation to address specific concerns and support your continued growth.
 

In-Person Workshop

Please be advised that for all in-person training programs, joining instructions will be sent via email to registered participants one week prior to the program’s commencement. These instructions will provide comprehensive information regarding the venue location, date, and time, as well as other important details such as parking arrangements, dress code, and any necessary equipment or materials. Kindly ensure that you carefully review the joining instructions and follow the guidelines provided to ensure a smooth and well-organized experience during the program.
 

Changes to the conference

Shasat reserves the right, at its sole discretion, to make modifications to the format, speakers, participants, content, venue location, program, or any other aspect of the conference, at any time and for any reason, without incurring any liability. This policy has been implemented due to recent events such as the Covid-19 pandemic and other jurisdictional restrictions. These modifications may include but are not limited to, changes necessitated by a Force Majeure Event
 

Sponsorship

We are pleased to offer sponsorship opportunities for our training programs, providing companies with a unique platform to showcase their brand and services to a highly engaged and relevant audience. By becoming a sponsor, your organization will have the opportunity to build brand awareness, demonstrate thought leadership, and cultivate valuable relationships with industry professionals. Our programs offer a platform to reach a targeted audience and generate new business leads while showcasing your expertise. The benefits of sponsorship include increased brand exposure, opportunities to connect with key decision-makers, and a platform to promote your products and services. We invite you to take advantage of this prime opportunity and partner with us to enhance your visibility and impact within the industry.
 

Terms and Conditions

We kindly request that you carefully review all of the terms and conditions outlined on our website. This information is critical in ensuring a clear understanding of our policies and procedures. Please follow the link provided to access this information.

About shasat

Discover more about Shasat by exploring our “About Us” page, where you can gain insights into our company’s mission, values, and history, and learn how we can help you achieve your goals.

Payment

Enroll in our program with ease by choosing from our secure online payment options. You can make a payment through our website using PayPal or Stripe, or opt for a bank transfer, demand draft, or cheque payment. Our payment page will provide all necessary options during checkout. If you encounter any issues, our customer service team is here to assist you. Simply reach out to us with your selected course, and we’ll guide you through the payment process.

We kindly request that you take into consideration any associated bank fees when making your course fee payment. To ensure your participation in the program, payment must be received before the course date. Once we have received both payment and a completed registration form, we will confirm your enrollment in the program. Thank you for your understanding and cooperation.

Group discount

Our company is proud to offer a group discount of 15% for organizations or individuals who book a course for 5 or more participants. To take advantage of this offer and receive a personalized group discount code, please reach out to our customer service desk at info@shasat.com. Our team will be delighted to assist you with the booking process and answer any questions you may have. With this group discount, you can invest in the professional development of your team and drive success for your organization. Don’t hesitate to contact us today to learn more.

CPD hours

Upon successful completion of the training course, each participant will receive a certificate of completion that attests to the number of hours spent in training and serves as a valuable representation of their dedication to professional development. The certificate is not only a symbol of their achievement but also serves as proof of continuous professional development (CPD) and demonstrates their commitment to staying current in their field. We believe that CPD is a crucial aspect of career advancement and personal growth, and are proud to provide our participants with this important document.

Enquiries

For further assistance, we invite you to contact our dedicated customer service team. Our experienced and knowledgeable representatives are available to answer any questions you may have and provide the support you need to make informed decisions. We are committed to ensuring that you have a positive experience and are here to help in any way we can. Please don’t hesitate to reach out to us at your convenience.

In-House Training

Enhance your team’s skills and drive success for your business with our custom In-house training program. Our tailored approach aligns with your specific business needs, offering a cost and time-efficient solution for upskilling your employees. This not only improves their productivity but also positions your company as a competitive force in the market. Transform your investment in employee development into tangible results by choosing our In-house training option. To discuss and learn more about our services, please don’t hesitate to contact our training desk. We’re ready to help you create a bespoke program that’s just right for you.