🤝 Mergers, Acquisitions, and Corporate Restructuring Executive Training Course

Course Outline

Module 1: M&A Strategy, Rationale, and Deal Sourcing

ü  Strategic Drivers for Mergers and Acquisitions (Horizontal, Vertical, Conglomerate)

ü  Identifying and Quantifying Strategic Synergies (Cost vs. Revenue)

ü  The M&A Process Flow: From Idea Generation to Close

ü  Screening and Sourcing Potential Targets (Proprietary vs. Auction)

ü  Practical Session: Evaluating the Strategic Rationale for a Sample Acquisition

Module 2: Advanced Valuation Techniques (DCF, Comparables) and Modelling

ü  In-Depth Discounted Cash Flow (DCF) Analysis and Sensitivity Testing

ü  Utilizing Public Trading Comparables (Multiples Analysis)

ü  Analyzing Precedent Transaction Comparables

ü  Calculating and Interpreting Premium Paid and Synergy Value

ü  Practical Session: Building a Basic DCF Model in Excel

Module 3: Due Diligence: Financial, Legal, and Commercial Risk Assessment

ü  Scoping and Planning the Due Diligence Process

ü  Key Focus Areas for Financial Due Diligence (Quality of Earnings, Working Capital)

ü  Critical Issues in Legal and Regulatory Due Diligence

ü  Assessing Commercial and Operational Risks (Technology, Customer Churn)

ü  Practical Session: Developing a Due Diligence Request List for a Target Company

Module 4: M&A Transaction Structuring and Legal Framework

ü  Structuring the Deal: Stock Purchase vs. Asset Purchase

ü  Key Differences between Mergers, Tender Offers, and Schemes of Arrangement

ü  Consideration Types: Cash, Stock, and Earn-outs

ü  Managing Closing Conditions and Material Adverse Change (MAC) Clauses

ü  Practical Session: Choosing the Optimal Transaction Structure Based on Risk Profile

Module 5: Financing the Deal: Debt, Equity, and Leveraged Buyouts (LBOs)

ü  Sources of M&A Financing: Debt, Equity, and Mezzanine

ü  Principles of the Leveraged Buyout (LBO) Model and Returns Analysis

ü  Structuring the Capital Stack (Senior Debt, Subordinated Debt)

ü  Key Metrics: Debt-to-EBITDA, Interest Coverage Ratio

ü  Practical Session: Building a Simplified LBO Financial Model

Module 6: Negotiation Strategy and the Sale and Purchase Agreement (SPA)

ü  Key Negotiation Leverage Points and Tactics

ü  Structuring Representations and Warranties (R&Ws) in the SPA

ü  Indemnification Clauses and Escrow Mechanisms for Risk Protection

ü  Negotiation of Adjustments (Working Capital, Purchase Price Adjustments)

ü  Practical Session: Analyzing and Negotiating R&W Clauses in an SPA Excerpt

Module 7: Post-Merger Integration (PMI) Planning and Synergy Realization

ü  The Critical Role of Post-Merger Integration (PMI) in Value Creation

ü  Developing the PMI Strategy: Integration Speed vs. Preservation

ü  Managing Culture Clash and Change Management

ü  Tracking and Reporting on Synergy Realization

ü  Practical Session: Mapping the Critical 90-Day PMI Roadmap

Module 8: Corporate Restructuring: Divestitures, Spin-Offs, and Joint Ventures

ü  Strategic Rationale for Corporate Restructuring (Value Unlock)

ü  Executing Divestitures (Selling Off Non-Core Assets) and Carve-Outs

ü  Structuring Spin-Offs and Separating Public Entities

ü  Formation and Governance of Strategic Joint Ventures

ü  Practical Session: Developing a Business Case for a Corporate Spin-Off

Module 9: Tax, Regulatory, and Competition Law in M&A

ü  Overview of Key Tax Considerations (Taxable vs. Non-Taxable Transactions)

ü  Importance of Anti-Trust and Competition Law Clearance

ü  Foreign Investment Screening and Regulatory Approvals

ü  Managing the Public Announcement and Regulatory Filings

ü  Practical Session: Identifying Potential Anti-Trust Issues in a Proposed Deal

Module 10: M&A Project Management and Final Deal Execution

ü  Best Practices in M&A Project Management (Virtual Data Rooms, Communication)

ü  The Closing Process: Checklist and Final Document Execution

ü  Managing Key Stakeholders (Employees, Customers, Regulators)

ü  Lessons Learned from Successful and Failed Deals

ü  Practical Session: Reviewing a Comprehensive Transaction Closing Checklist

About Our Trainers

Our trainers are seasoned Investment Bankers, Corporate Development VPs, and former Partners from Big Four Transaction Advisory Services. They possess over 15 years of direct experience closing billions of dollars in M&A transactions, leading LBO modelling teams, negotiating complex SPAs, and managing global PMI efforts, ensuring the course is financially rigorous, legally informed, and strategically practical.

Quality Statement

Phoenix Training Center is committed to delivering a premier Mergers, Acquisitions, and Corporate Restructuring Training Course. Our curriculum is aligned with global best practices in investment banking and corporate finance. We guarantee an intensive, case-study-driven, and highly specialized learning experience essential for driving successful and value-creating corporate transactions.

Admission Criteria

ü  Participants should be reasonably proficient in English. 

ü  Applicants must live up to Phoenix Center for Policy, Research and Training admission criteria.

Terms and Conditions

1. Discounts: Organizations sponsoring Four Participants will have the 5th attend Free
2. What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.
3. Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.
4. The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.
5. Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@phoenixtrainingcenter.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training.

Or call us on +254720272325 / +254737296202

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

1. Groups of 5 People and Above – Cheque Payments to: Phoenix Center for Policy, Research and Training Limited should be paid in advance, 5 days to the training.
2. Invoice: We can send a bill directly to you or your company.
3. Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

1. Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.
2. Participants may cancel attendance 14 days or more prior to the training commencement date.
3. No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Tailor-Made Courses

We understand that every organization has unique challenges and opportunities as well as unique training needs. Phoenix Training Center offers tailor-made courses designed to address specific requirements and challenges faced by your team or organization. Whether you need a customized curriculum, a specific duration, or on-site delivery, we can adapt our expertise to provide a training solution that perfectly aligns with your objectives.

We can customize this Course to focus on your industry, specific risk profile, or internal stakeholder dynamics. Contact us to discuss how we can create a bespoke training program that maximizes value and impact for your team. For further inquiries, please contact us on Tel: +254720272325 / +254737296202 or Email training@phoenixtrainingcenter.com

Accommodation and Airport Pick-up

For physical training attendees, we can assist with recommendations for accommodation near the training venue. Airport pick-up services can also be arranged upon request to ensure a smooth arrival. Please inform us of your travel details in advance if you require these services. For reservations contact the Training Officer on Email: training@phoenixtrainingcenter.com or on Tel: +254720272325 / +254737296202