Certified M&A Associate - Lehrgang von Frankfurt School of Finance & Management gGmbH

Modules

Module 1 

presents major factors that set the framework for M&A. After providing an overview of major strategic rationales for M&A and an approach for systematic target identification Module 1 describes two distinctive approaches for M&A origination.  The module also provides an overview of major M&A phases and core M&A tasks. Further, Module 1 shows how teams of experts are working together, and why confidentiality is mission critical in any M&A project.

Module 2 

presents in detail major phases of an M&A project. Major milestones of the Pre-Due Diligence phase are described, including Teaser document, Confidential Information Memorandum, and Indicative Offer. Module 2 outlines key areas of the Due Diligence, and illustrates the role of Data Request List, Electronic Data Room, Management Presentation and other information sources in order to develop a Due Diligence report. Module 2 shows also why reps and warranties are important negotiating the Sale and Purchase Agreement, and why Signing and Closing can constitute quite distinctive milestones in an M&A project.

Module 3

 presents in detail core M&A tasks that need to be executed continuously over the course of an M&A project. After demonstrating why cash flow is an important basis for valuation Module 3 presents how to challenge systematically target’s assumptions on revenues, costs and capital reviewing the target business. Module 3 presents how value is created by M&A, and how synergies are both identified and prioritized.  Further, Module 3 explains how to prepare for post merger integration in order to implement planned synergies and to stabilize the target business illustrating among others the role of Target Operating Model (TOM), Transition Service Agreements (TSAs), Earn-out Agreements and M&A deal types.

M&A first-timers who are currently or in the future will be involved in a M&A projects. Young Professionals looking for basic knowledge to head for a career start or senior students who aim for an internship in the M&A industry.