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NYIF: M&A: Structuring the Deal

Learn how M&A deals are structured and understand the various documents, legal structures and tax considerations needed to execute a deal.

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This Course Includes

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  • icon4 weeks at 1-2 hours per week
  • iconenglish
  • iconOnline - Self Paced
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  • iconNYIF

About NYIF: M&A: Structuring the Deal

Learn exactly how and why different M&A deals come together, and how to determine the ideal capital structure for every deal in which you participate.

In this course, we will look at the various corporate documents involved in the M&A process and understand the purpose of the engagement letter. We’ll look at the three legal structures of M&A and understand the difference between triangular and reverse triangular structures. We’ll also learn the difference between stock and asset purchase, learn what tax-free deals are and how there are accomplished.

The course will conclude with an understanding of accounting rules and the categories of advanced structuring.

This course is part of the New York Institute of Finance’s popular Mergers & Acquisitions Professional Certificate program.

What You Will Learn?

  • Overview of M&A documents and legal structures.
  • Triangular Mergers and tax consideration for different deals.
  • Tax-free deals.
  • Accounting rules and Letter of Intent.
  • Earnout and Hope certificates and Contingent Considerations.
  • Advanced structuring of M&A deals.