Masterclass: Excellence in Negotiating Mergers & Acquisitions Transactions
*Terms & Conditions apply
Course Overview
The course will benefit: acquirers, target companies, private equity funds, banks, regulators, and hedge funds. Participants will learn to use key M&A tools & acquire the skills to navigate the M&A life-cycle successfully.
Participants will learn the rationale of M&A, how synergies are identified and computed, the key success factors in M&A, excellence in integration, handling valuation dilemmas, and acquisition financing methods. The sale process will be explained, including controlled auctions, the critical subject of how a seller can maximize the sale value, and alternatively how targets can repel unwanted M&A attacks. Deal structuring will clarify the complex role of puts and calls in staged acquisitions.
Advanced techniques of Leveraged Buyouts, how buyouts are originated and are executed, the strategies of some of the leading private equity buyout funds like KKR and Carlyle, and the role of the major investment banks like Goldman Sachs will be covered. Deal structuring, regulatory methods, and due diligence techniques will also be explained.
Innovative Ideas and techniques will be illustrated by discussing case studies drawn from Asia, emerging markets, and advanced countries.
Participate in a M&A negotiation game to understand the critical role of different dimensions of M&A transactions.
Outcome and Benefits
The course will lay a strong foundation, enabling delegates to:
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Enhance M&A skill sets for a successful career as its importance as a strategic tool is rising.
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Gain the ability to creatively and innovatively cope with the challenges confronting M&A.
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Learn how to quantify and capture synergies.
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Learn how targets can repel unwanted attacks.
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Learn creative ways of financing acquisitions.
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Grasp the dynamics of buyouts, deal structuring, how buyout funds operate & the application of puts and calls.
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Understand the regulatory issues of M&A & the differences in M&A of listed & unlisted companies, including startups.
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Understand how to bridge valuation gaps.
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Understand how M&A targets are identified and valued, including the principles of real options.
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Understand the nuances of negotiating a M&A deal
Who Should Attend?
Private Equity Fund Managers
Venture Capital Fund Mangers
Investment Officers
CFA, CA, CAIA & CS
Commercial Bankers
Lawyers
Corporate Strategy and M&A Professionals
Business Consultants
Pension Fund Managers
Investment and Merchant Bankers
Capital Market Regulators
Wealth Managers
Course Director
Arvind has rubbed shoulders with the world's leading venture capital and private equity funds like KKR, Apax Partners, Carlyle, Sequoia, ACCEL Partners, and many others. Arvind has held a variety of positions, including Head of Capital Markets at the Asian Development Bank, Vice President, Citibank, and Senior Adviser, Citi. He was the President of the Indian Private Equity & Venture Capital Association, reporting to the CEO of KKR in India and to an Executive Committee including leading private equity and venture capital fund managers, such as Carlyle and the Canada Pension Plan.
He has structured and invested in over 30 private equity funds, including venture capital funds. He has worked on funds with LPs such as CalPERS, La Caisse de Depot et Placement du Quebec, the Prudential Insurance Company of America, and other large institutional investors. He has promoted corporate governance in many funds, particularly those involving CalPERS. He has co-invested and partnered with some of the world's largest institutional investors including pension funds and sovereign wealth funds. Arvind has practical experience in a number of M&A transactions such as:
(a) Advice to two multinationals on their acquisition strategies in Switzerland;
(b) Negotiating an M&A exit of an equity investment in New York; and
(c) Sale of a distressed bank in a strategic buyout
Arvind P. Mathur, CFA, FRM, has taught complex financial topics to fund managers and senior executives in Singapore and other countries for the past 12 years, including venture capital, private equity, M&A, valuation, and negotiation techniques. He has delivered a lecture on Asian buyouts at the Harvard Business School and has delivered more than 100 masterclasses in complex financial disciplines such as private equity, venture capital, and term sheet negotiations in several countries. He has also advised a start-up woman entrepreneur under a Goldman Sachs startup program.
Arvind has attended executive management courses at the Columbia School of Business and Cornell University, and an investment management workshop at the Harvard Business School. Additionally, he has attended an M&A workshop at Goldman Sachs in New York and has received training in securities regulations at the US SEC headquarters in Washington D.C.
Certification Provided by PEPP
