Corporate Advisers’ MasterClass

130 videos – over 30 hours

130 videos – over 30 hours

This six-minute video summarises the Corporate Advisers’ MasterClass (six courses). To evaluate the content, you can watch a free video for each course and also two free introductory courses which are accessible from the ‘Training Videos’ main menu.

The complete MasterClass (130 videos of 30+ hours) will extend your knowledge and expertise to a level where you’ll thoroughly understand how to plan, negotiate, manage and close a corporate deal at the best price and on the best terms.

Each of the six courses can be purchased individually but the complete MasterClass (with additional Case Studies and Check Lists) can be purchased at half price.

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

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