Course overview

Mastering NWC Mechanisms

Equip yourself with the knowledge to effectively analyze, negotiate, and document net working capital mechanisms to gain or preserve incremental deal economics. Participants learn how the accounting, financial, and legal considerations relate to effectuate a beneficial outcome. 

Ft. Lauderdale february 10, 2025 1:30 PM to 5:30 PM ET

Decoding Private Equity

M&A Professions / Audience

Financial Due Diligence
Investment Banking
Leveraged Lending
Private Equity

Experience Level

Emerging M&A Pros
Mid-Career M&A Pros
M&A Leaders

Delivery

In Person:
~4 Hours (4.5 CPE)

Course Details

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Learning Objectives

  • 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.

  • Document net working capital agreements in a manner that accurately reflects the negotiated terms and protects business interests.

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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.