Course overview

M&A Bootcamp

Gain a 360-degree view of the overall M&A process, so you can anticipate next steps and be more effective managing the deal process. Participants leverage case studies and frameworks to understand how different diligence workflows fit together, identify patterns, and begin to think more like an investor. 

Early Bird Price: $1,050
Full Price:            $1,200

Early Bird savings available 30+ days prior to start of course.

Each Bootcamp begins at 8:30 am and ends at 5:30 pm local time.

Decoding Private Equity

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M&A Professions / Audience

Financial Due Diligence
Investment Banking
Leveraged Lending
Private Equity
Universities

Experience Level

Emerging M&A Pros

Delivery

In person: 
1 Day (8 CPE)

Course Details

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Learning Objectives

  • 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).

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Certificate

Certificate upon course completion.
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Private Equity Primer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.