M&A is a multi-faceted and interdisciplinary phenomenon: Strategic, Financial, Legal, Accounting, Tax, Management & HR questions arise and a diversity of decision-makers and experts must be brought together.
In this “Helicopter” Seminar, you will get an overview of the “big points” of the whole M&A array. We will cover all mentioned disciplines and we will walk through all relevant stages by way of a step plan: from the CEO’s handshake to the full implementation of the corporation’s new target structure. You will learn about the complex mechanics of an M&A Deal, but you will also familiarize with the multitude of details (e.g. diverse Due Diligences) which have to be executed with a clockwork’s precision. For a full “big picture”, we will ultimately introduce you to the key players in the M&A market and explain the major duties of Executives in an M&A process.
Overview:
- Basic Steps in an M&A Deal: From CEO’s handshake to full implementation
- The M&A Time Table - crucial Milestones
- The SPA
- Due Diligence
- Structuring the Deal
- Issues & Disciplines
- Strategy: Why making an M&A Deal?
- Finance & Valuation: What is a fair Price for a Target company? And how to pay?
- Legal: The Legal Mechanics of an Asset Deal & a Share Deal
- Accounting: Treatment of Goodwill & Purchase Price Allocation
- Taxation: Optimizing the Tax Burden
- Anti-Trust: The sword of Damocles
- Management & HR: Restructuring the Corporate Organization
- Key Players in the M&A market - what they contribute to the Deal and how to steer them
- Lawyers
- Accountants
- Tax Experts
- Investment Bankers
- Private Equity Firms
- Consultants for Strategy & Implementation
- Executive Duties in an M&A process
- Duties of Care & Business Judgement Rule in an M&A Deal
- How to avoid common Pitfalls
For the speakers, please see the Speakers' page of this website.