Course Details: M&A Bootcamp

Course Details: Mastering NWC Mechanisms

Course Details: M&A Excel Essentials

Learning Objectives: M&A Bootcamp

• Achieve a comprehensive understanding of the mergers and acquisitions (“M&A”) process, including the roles of various transaction participants and diligence service providers. This knowledge will enhance participants’ capacity to contribute value to deal teams by recognizing and articulating the typical steps involved in the M&A process, including key due diligence workflow streams, their significance, and their interconnections.
  
  
• Identify the primary constituencies involved in M&A processes, understanding their respective roles, and discerning the differences between roles on the buy side and sell side.
  
  
• Analyze how various investor types, stages of investment, and sources of capital influence priorities in the M&A process and due diligence activities.
  
  
• Cultivate essential business skills and habits that create value (“HTCV”) and become a well-rounded deal professional capable of effectively navigating tricky situations found in a variety of transaction settings.
  
  
• Apply specific diligence frameworks to transaction scenarios to enhance analytical capabilities and outcomes during M&A transactions.
  
  
• Understand and analyze the perspectives of various parties involved in M&A transactions. Participants will learn to think like investors and recognize how viewpoints differ across investor types (e.g., strategic vs. private equity), investment stages (e.g., venture capital, growth equity, recapitalizations, buyouts), and investment strategies (e.g., types of businesses and investments typically pursued).

Learning Objectives: Mastering NWC Mechanisms

• Understand the concept of net working capital and analyze how net working capital mechanisms impact deal economics and financial outcomes.
  
  
• Learn how net working capital terms are negotiated effectively, balancing both buyer and seller interests to achieve optimal deal structures.
  
  
• Understand the negotiation process, how and when adjustments are typically determined, and the motivations of transactional parties.
  
  
• Understand the relationship between accounting, financial, and legal considerations in shaping net working capital agreements and deal outcomes.
  
  
• Apply best practices in net working capital management to enhance deal value, minimize risks in transactions, and enhance one’s skills as a deal professional.
  
  

Learning Objectives: M&A Excel Essentials

• Master the 20% of Excel functions that are used in 80% of typical M&A analyses.
  
  
• Navigate & manipulate worksheets confidently through essential Excel shortcuts, data cleaning techniques, and key functions. 
  
  
• Structure and color code your spreadsheets for clarity, precision, and speed for contributing to deal teams. 
  
  
• Gain practical skills to clean, filter, and extract insights from raw data, anchoring your ability to contribute meaningfully from day one.