From Concepts to Closing:
Mergers & Acquisitions Essentials
Course Overview
This course is designed as an introduction to M&A process, focusing on the rationale behind M&A, the life cycle of a deal and its key components and the legal framework underpinning agreements. By the end of the course, participants will have the knowledge and skills to navigate complex transactions effectively.
Course outline
- Rationale for M&A
- Introduction to the M&A lifecycle
- Introduction to financial due diligence
- Fair value consideration
- Tax Due Diligence: Overview & key technical aspects
- Legal perspective including understanding Sales and Purchase agreements [CPs, Representation and Warranties financial close, settlement / escrows, documentation]
- Case study of a transaction
Key Benefits to
Individuals
- This course offers participants the opportunity to gain an understanding of the M&A process and its strategic importance. Participants will learn to identify the rationale behind M&A transactions, assess their potential for value creation, and navigate the structured phases of the M&A life cycle.
Key Benefits to the Organization
- Employees will be better prepared to identify strategic opportunities, conduct robust financial due diligence, and mitigate risks during negotiations.
- This course will ensure more informed decision-making, improved deal structuring, and a higher likelihood of achieving desired transaction outcomes.
Target Audience
- This course is designed for a diverse group of professionals, including financial analysts, corporate finance managers, business development managers, executives, and anyone looking to learn the basics of M&A
Facilitators
Deloitte Sri Lanka & Maldives
Deloitte Sri Lanka & Maldives
Risk & Transactions, Deloitte India
- Date: Thursday, 30th of January 2025
- Time: 8.30 am to 1.30 pm
- Venue: Upper – Crystal Ballroom, Taj Samudra
Participant fee
- CFA Charterholders and CFA Society Candidate Council Members – Rs. 12,000
- Others – Rs. 18,000
To Join:
If an invoice is not required, follow the process below:
Step 1 : Register Here
Register before – 28th of January 2025
Registrations are on a first-come-first-served basis and limited
Step 2: Make payment
Make the payment to the following bank account (Direct Deposit / Fund Transfer) :
- Bank : HNB
- Account Title : CFA SOCIETY SRI LANKA
- Account No : 701010013256
- Swift Code : HBLILKLX
- Bank Code : 7083
- Branch Code : 701 ( Nawam Mawatha )
Step 3:
After making the payment, please email your payment receipt or confirmation to – minura@srilanka.cfasociety.org with your name and the company name (Please note that these details mentioned in the email need to match exactly with registration details.)
- CFA Charterholders and Candidate Council Members : Rs. 12,000
- Non-Members : Rs. 18,000
To Join:
If an invoice is required, follow the process below:
Step 1 : Register Here
(If there are more than 1 participant to register, please register them one by one)
Register before – 28th of January 2025
Registrations are on a first-come-first-served basis and limited
Step 2:
Request an invoice by mentioning details of the participant / participants via minura@srilanka.cfasociety.org (Please note that these details mentioned in the email need to match with registered details.)
Step 3:
Following the invoice shared, Make the payment to the following bank account (Direct Deposit / Fund Transfer):
- Bank : HNB
- Account Title : CFA SOCIETY SRI LANKA
- Account No : 701010013256
- Swift Code : HBLILKLX
- Bank Code : 7083
- Branch Code : 701 ( Nawam Mawatha )
Step 4:
After making the payment, please email your payment receipt or confirmation to – minura@srilanka.cfasociety.org
Missed the program? Click on the button below to view the presentation slides,
Minura Senadeera at 0742661283 | minura@srilanka.cfasociety.org
Missed the program? Click on the button below to download a softcopy of the presentation slides,
Minura Senadeera at 0742661283 | minura@srilanka.cfasociety.org