AI Academy

Finance of Mergers and Acquisitions: Valuation and Pricing

Instructor: Heitor Almeida Duration: 2 weeks at 10 hours a week
Objective 1 Use valuation tools to find and design value-enhancing M&A deals.
Objective 2 Forecast cash flows and estimate discount rates using real world data.
Objective 3 Determine the net present value (NPV) of an M&A deal for both the acquirer and the target.
Objective 4 Value M&A synergies using both the management and the market’s perspectives
Corporate Finance
Business Valuation
Mergers & Acquisitions
Market Data
Capital Markets
Financial Modeling
Business Strategy
Cash Flows
Financial Analysis
Private Equity

Finance of Mergers and Acquisitions: Designing an M&A Deal

Instructor: Heitor Almeida Duration: 2 weeks at 10 hours a week
Objective 1 Evaluate the impact of an M&A deal on financial statements.
Objective 2 Incorporate the effect of large changes in leverage in the cost of capital and stock price.
Objective 3 Determine the optimal financing mix for an M&A deal.
Objective 4 Estimate the impact of an M&A deal on a company’s capital structure.
Corporate Finance
Financial Modeling
Corporate Tax
Accounting
Mergers & Acquisitions
Corporate Strategy
Capital Markets
Price Negotiation
Private Equity
Business Valuation
Financial Management
Financial Analysis
Strategic planning
Investment Banking

Accounting for Mergers and Acquisitions: Foundations

Instructor: Oktay Urcan Duration: 8 hours to complete
Objective 1 Account for and interpret economic events and transactions related to inter-corporate investments.
Objective 2 Account for and interpret economic events and transactions related to consolidations.
Objective 3 Account for and interpret economic events and transactions related to special considerations such as bargain purchase and earnouts.
Objective 4 Account for and interpret economic events and transactions related to special types of inter-corporate investments such as reverse acquisitions.
Financial Reporting
Financial Statement Analysis
Accounting
Consolidation
Financial Accounting
Income Statement
Balance Sheet
Investments
Mergers & Acquisitions
Business Valuation

Accounting for Mergers and Acquisitions: Advanced Topics

Instructor: Oktay Urcan Duration: 7 hours to complete
Objective 1 Account for and interpret economic events and transactions related to special types of divestitures including spinoffs and equity carveouts.
Objective 2 Account for and interpret economic events and transactions related to corporate reorganizations such as leveraged buyouts and recapitalizations.
Objective 3 Account for and interpret economic events and transactions related to tax issues in inter-corporate investments.
Objective 4 Account for and interpret economic events and transactions related t financial statements analysis with inter-corporate investments.
Private Equity
Financial Modeling
Tax
Corporate Accounting
Corporate Tax
Financial Analysis
Financial Accounting
Capital Markets
Corporate Finance
Mergers & Acquisitions
Financial Statement Analysis
Investment Banking
Accounting

Investment Banking: Financial Analysis and Valuation

Instructor: Robert Metzger , James Bertram Duration: Approx. 14 hours
Objective 1 Thoroughly analyze financial statements.
Objective 2 Make necessary adjustments to reported financial results,.
Objective 3 Demonstrate facility with key strategic tools used to evaluate companies/industries.
Objective 4 Value companies utilizing commonly employed valuation techniques.
Mergers & Acquisitions
Cash Flows
Financial Modeling
Spreadsheet Software
Financial Forecasting
Benchmarking
Balance Sheet
Investment Banking
Financial Statement Analysis
Income Statement
Business Valuation
Financial Analysis

Investment Banking: M&A and Initial Public Offerings

Instructor: Robert Metzger , James Bertram Duration: Approx. 15 hours
Objective 1 Prepare a leveraged buyout (LBO) analysis.
Objective 2 Analyze whether an M&A transaction is accretive or dilutive to the earnings per share of a corporate acquirer.
Objective 3 Analyze motivations and valuations for mergers and acquisitions.
Objective 4 Determine the valuation and approach for executing an initial public offering.
Financial Statement Analysis
Business Valuation
Capital Markets
Private Equity
Mergers & Acquisitions
Due Diligence
Negotiation
Financial Analysis
Financial Modeling
Investment Banking