Learn How To:
- Identify strategic deals to enhance growth and enterprise value
- Achieve the highest deal value using valuation techniques to determine the right price
- Optimize deal structure from financial, accounting and tax perspectives
Course Overview
What price will it take to get a deal done? This seminar’s primary objective is to learn how practitioners in the financial services industry apply various valuation techniques in the context of an eminent transaction. Heavy emphasis will be placed on demystifying the theory behind the analytics and ultimately gaining an understanding of their impact on a transaction. After gaining a working knowledge of the “scientific” analytics, participants will gain a new appreciation for the “art” of valuation through an in-class simulation.
Course Content and Organization
This two day course will use several different teaching methods: theoretical presentations to confirm the base line understanding; hands-on examples and Excel financial models to reinforce the theory; practical review of past M&A deals to provide real-world examples; a course-pack to support content and finally mock presentations used to demonstrate the impact of valuation techniques in a “live-deal” scenario. Participants will negotiate the best deal for their shareholders using buy-side and sell-side guidance they developed themselves.
The course content will broadly include common valuation techniques and topics such as:
• ÔÇ¿Intrinsic valuation: stand alone financial analysis and discounted cash flow analysis registration for all individuals is done at one time and for the same course on the same date
• ÔÇ¿Relative valuation: public comparable analysis and acquisition comparable analysis
• ÔÇ¿Deal structuring techniques: synergy roll-outs, shareholder value math, merger consequences analysis, debt capacity and affordability analysis
• Sell-side and buy-side process.
Objectives
By the end of this session, course participants will be able to:
• ÔÇ¿Understand the valuation framework commonly used by finance professionals
• ÔÇ¿Use live date and create a public market valuation: public comparable analysis, acquisition comparable analysis and discounted cash flow analysis
• ÔÇ¿Leverage sell-side and independent research to reach an informed view of the case study company and its sector/industry
• ÔÇ¿Learn how different structuring techniques effect valuation.
Prerequisite
Basic knowledge of Excel, finance and an understanding of basic valuation techniques are recommended to maximize the benefits of this program.
For more information - https://www.capitaliq.com/home/event-registration/principles-of-corporate-valuation.aspx
