The Complete Corporate Advisers’ MasterClass
130 videos – over 30 hours
Strategies for Buying & Selling SMEs
(25 videos) – 8 hrs 51 mins
- Video 01: Introduction – Objectives of Buyers & Sellers
- Video 02: Acquisitions – Common Errors in the Acquisition Process
- Video 03: Acquisitions – Acquisition Strategy
- Video 04: Acquisitions – Acquisition Planning
- Video 05: Acquisitions – Approach Tactics
- Video 06: Acquisitions – Evaluation of the Synergies
- Video 07: Acquisitions – Buyer’s Negotiations
- Video 08: Acquisitions – Integration
- Video 09: Management Buyouts – Management’s Perspective
- Video 10: Management Buyouts – Management’s Estimate of Price
- Video 11: Management Buyouts – Is the Business Suitable?
- Video 12: Acquisitions/Disposals – Principles of Valuation
- Video 13: Acquisitions/Disposals – Valuation by Comparison
- Video 14: Acquisitions/Disposals – Warranty & Indemnity Insurance
- Video 15: Acquisitions/Disposals – Appointment of Advisers
- Video 16: Additional Problems – Family Companies & Succession
- Video 17: Relationships With Banks – Managing Expectations
- Video 18: Disposals – Common Errors in the Disposal Process
- Video 19: Disposals – Preparing a Company for Sale
- Video 20: Disposals – Grooming a Company
- Video 21: Disposals – Searching for a Buyer
- Video 22: Disposals – Seller’s Negotiations
- Video 23: Disposals – Earn-Outs
- Video 24: Disposals – Refining the Earn-Out Formula
- Video 25: Acquisitions/Disposals – Final negotiations
Understanding Corporate Finance Documents
(14 videos) – 4 hrs 27 mins
- Video 01: Initial Documents – Non-Disclosure Agreements
- Video 02: Initial Documents – The Information Memorandum
- Video 03: Supporting Documents – Heads of Agreement, Exclusivity Agreements, Comfort Letters
- Video 04: Principal Documents – Shareholders’ Agreements
- Video 05: Principal Documents – Service Agreements, Consultancy Agreements
- Video 06: Principal Documents – Option Agreements
- Video 07: The Structure of an Agreement – Parties, Definitions, Pre-conditions, Covenants
- Video 08: The Structure of an Agreement – Representations & Warranties
- Video 09: The Structure of an Agreement – The Purpose & Scope of Warranties
- Video 10: The Structure of an Agreement – Protection Clauses for the Seller
- Video 11: The Structure of an Agreement – Effect of the Seller’s Disclosure Letter
- Video 12: The Structure of an Agreement – Protection Clauses & Remedies for the Buyer
- Video 13: Completion – Managing a Completion Meeting
- Video 14: Completion – Resolving timing problems
Commercial Due Diligence for Buying and Selling Companies
(15 videos) – 5 hrs 14 mins
- Video 01: Introduction – Background
- Video 02: Application of Due Diligence – When And How Much?
- Video 03: Initial Evaluation of the Target – What Approach?
- Video 04: Warranties or Due Diligence? – Why Both Are Essential
- Video 05: Personnel & Organisation – Core Due Diligence Team
- Video 06: Commercial Due Diligence – General Considerations & Objectives
- Video 07: Commercial Due Diligence – The Target’s Ability to Compete
- Video 08: Commercial Due Diligence – Analyse The Operational Risk
- Video 09: Commercial Due Diligence – Test The Results
- Video 10: Legal Due Diligence – Lawyers’ Responsibilities
- Video 11: Financial Due Diligence – Commercial Objectives
- Video 12: Financial Due Diligence – Assess The Culture
- Video 13: Financial Due Diligence – Indicators of Potential Fraud
- Video 14: Specialist Due Diligence – Overview
- Video 15: Financial Due Diligence – Accountant’s Report
Understanding Sale & Purchase Agreements
(18 videos) – 4 hrs 13 mins
- Video 01: Introduction – Structure of an Agreement
- Video 02: Transfer & Re-Transfer of Risk – Drafting Objectives
- Video 03: Transfer & Re-Transfer of Risk – Representations & Warranties
- Video 04: Transfer & Re-Transfer of Risk – Indemnities
- Video 05: Completion Meetings – The Deal Must Complete
- Video 06: The Warrantors – Who Should Give Warranties
- Video 07: Disclosure Letters – Objectives
- Video 08: Disclosure Letters – General & Specific Disclosures
- Video 09: Disclosure Letters – Fair Disclosure & Non-Disclosure
- Video 10: The Warranties – Seller’s Liabilities & Buyer’s Remedies
- Video 11: The Warranties – Buyer Extends Remedies
- Video 12: The Warranties – Seller Limits and Excludes Liability
- Video 13: The Warranties – Claims Against Third Parties
- Video 14: The Warranties – Warranty & Indemnity Insurance
- Video 15: The Warranties – Date of Application
- Video 16: Property Warranties – Investigation of Title
- Video 17: Tax Warranties – Objectives & the Tax Deed
- Video 18: Final Negotiations– Completion Accounts & Locked Box
Joint Ventures & Strategic Alliances
(22 videos) – 3 hrs 57 mins
- Video 01: Introduction – Background
- Video 02: Advantages of Corporate Partnering – Purpose
- Video 03: Advantages of Corporate Partnering – Initial Considerations
- Video 04: Objectives of Corporate Partnering – Motivation
- Video 05: Selecting a Corporate Partner – Decision Process
- Video 06: Selecting a Corporate Partner – Overall Strategic Assessment
- Video 07: Selecting a Corporate Partner – Negotiation
- Video 08: Reasons For Failure – Traps To Avoid
- Video 09: Analysing The Downside – Risk Assessment
- Video 10: Types of Structure – Overview
- Video 11: Types of Structure – Contractual Joint Venture
- Video 12: Types of Structure – Corporate Joint Venture
- Video 13: Types of Structure – Dual-Headed Structure
- Video 14: Types of Structure – Strategic Alliance/Equity Investment
- Video 15: Types of Structure – Partnership
- Video 16: Types of Structure – European Union Structures
- Video 17: Legal Considerations – Negotiating The Contracts
- Video 18: Management – Overview
- Video 19: Management – Qualities & Implementation
- Video 20: Management – Minority Protection
- Video 21: Termination – Exit Planning
How to Become a Corporate Adviser
(4 videos) – 1 hr 16 mins
- Video 01: The nature of the corporate advisory business
- Video 02: What type of corporate adviser do you want to be?
- Video 03: The thought processes required for value-added advice
- Video 04: What you need to know
How to Write a Persuasive & Effective Business Plan
(11 videos) – 2 hrs 10 mins
- Video 01: Fundamental Principles – An Exercise in Effective Persuasion
- Video 02: Fundamental Principles – When to Use Professional Advice
- Video 03: Business Plan for Raising Equity Capital – Understand Your Target Audience
- Video 04: Business Plan for Raising Equity Capital – The Market and the Competition for Your Products & Services
- Video 05: Business Plan for Raising Equity Capital – Management Team, Employees & Administration
- Video 06: Business Plan for Raising Equity Capital – Explain Your Financials With Confidence
- Video 07: Adapt Your Business Plan to Sell Your Company – An Information Memorandum for Potential Buyers
- Video 08: Adapt Your Business Plan to Raise Bank Finance – What Bankers Want to Know
- Video 09: Adapt Your Business Plan for a Management Buyout – What a Private Equity House Wants to Know
- Video 10: Putting It All Together – Business Plan Headings & Structured Content
- Video 11: Implementing Your Business Plan – Learn How to Negotiate the Best Price & Terms on a Deal
