Due diligence for acquisitions
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This course focuses on the core part of a mergers and acquisitions (M&A) project: how to plan, evaluate, analyze and then synthesize the information accumulated. The due diligence process has multiple objectives: deciding whether to proceed, providing a basis for pricing the transaction, and preparing for life after the deal is consummated. In this seminar, participants will be able to deepen their understanding of M&A transactions, understand strategic objectives of a due diligence review, plan an acquisition, develop valuation and pricing recommendations, understand critical issues in confidentiality agreements and identify key issues in a prospective acquisition.
The due diligence process has multiple objectives: deciding whether to proceed, providing a basis for pricing the transaction, and preparing for life after the deal is consummated.
By the end of this training activity, participants will be able to:
- identify and execute the components of the due diligence process;
- evaluate financial data and apply financial review procedures;
- describe non-financial due diligence areas of consideration (HR, IT, etc.);
- identify common lessons learned and tips and traps in the due diligence process.
- M&A process overview
- Planning for the transaction
- Information and confidentiality
- Financial review: quality of earnings and normalized EBITDA, net working capital and net debt
- Financial, human resources, legal and operational reviews
- Purchase agreement and purchase price adjustments
- Integration matters
- Common findings and conclusion
This course will benefit financial managers and accountants who have experience in M&A and would like fresh perspectives, those undertaking due diligence for the first time, and those on the receiving end of a due diligence review.
Participants should have attended a post-secondary level course in finance (or have equivalent knowledge) or should have a basic understanding of, or experience in, mergers & acquisitions.