Certified Merger and Acquisition Analyst

Introduction to M & A

• Understanding Key terms
• Motivation behind M&A
• Fundamental of M&A
• Types of M&A Deals
• Stages in M&A
• Challenges of M&A deals

Seller’s perspective

• Selling Process and Decision Path
• Preparing for sale
• Preparation mistakes
• Understanding seller’s objective
• Post closing plans

Buyer’s perspective

• Building the team
• Designing acquisition plan
• Approaching for sale
• Dealing with the seller

Corporate Restructuring

• Meaning and Scope of restructuring
• Modes of corporate restructuring
• Planning, formulation and execution of corporate restructuring strategies

Management Process

• Risk Management
• Assumption Management
• Dependency Management
• Quality Management
• Cost Management
• Stakeholder Management
• Communications Management
• Issue Management

Legal Regulations

• Companies Act, 1956
• Competition Act, 2002
• Foreign Exchange Management Act, 1999
• SEBI Takeover Code, 1994
• Indian Income Tax Act, 1961
• SEBI (Buy-back of Securities) Regulations, 1998
• SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 1997
• SEBI (Delisting of Securities) Guidelines, 2003

Cross Border mergers and acquisition

• Trends and Pattern
• Reasons for Cross border deals
• Intensity of cross border deals
• Value involvement and route of acquisition
• Inbound and Outbound Cross Border M&A

Corporate demerger and reverse merger

• Concept and modes of demerger
• Demerger and voluntary winding up
• Procedural aspects of reverse merger
• Tax aspects and relief’s policies

Due diligence

• Process and organization for due diligence
• Types of Due diligence

Pricing and Valuation

• Key concepts of pricing
• Valuation overview
• Factors influencing valuation
• Methods of valuation
• Challenges in valuation

Funding Mergers and Takeovers

• Financial alternatives
• Funding through financial instruments
• Funding through Financial institutions

Negotiation and Bidding

• Takeover strategies
• Styles of negotiation
• Negotiation Process
• Resistance strategies

Post Merger Integration

• Change Management
• Integration Planning
• Integration Success

Post Acquisition Review

• Team Review
• Post-deal audits
• Role of advisors

Post closing issue

• Staffing issues
• Corporate culture
• Corporate Identity
• Postmerger key lessons