M&A Life Cycle: Build Your Career in Mergers and Acquisitions- PART 1

"🎓IndoCanada Professionals presents 📝 M&A Life Cycle: Build Your Career in Mergers and Acquisitions session 📝

Explore the complete journey of mergers and acquisitions (M&A), from strategy and target selection to deal closing and post-merger integration. This video will guide you through the lifecycle of M&A, delving into why companies pursue acquisitions, the intricate steps involved, and the range of roles professionals play throughout the process.

📆 Key Topics Discussed

(00:00 – 00:36) Introductory Session 📜
A warm welcome and a quick overview of what you’ll learn, setting the stage for an in-depth look into the M&A lifecycle, key players involved, and career opportunities in this dynamic field.

(00:37 – 01:15) Understanding M&A in Today’s Business World 🌐
An introduction to mergers and acquisitions as corporate growth strategies.

(01:16 – 02:30) Why Companies Pursue M&A 💼📈
Learn about strategic motives behind M&A: unlocking value, expanding market share, diversifying product offerings, and eliminating competition.

(02:31 – 08:56) Real-World Examples of Successful M&A Deals 🌟
Explore examples of significant M&A deals and the rationale behind each

(08:57 – 10:02) Understanding M&A Deal Failures ⚠️
An analysis of why M&A deals sometimes don’t achieve intended outcomes, from strategic mismatches to external regulatory hurdles.

(10:03 – 13:01) Identifying M&A Targets & Role of Investment Bankers 💼
An overview of how companies identify acquisition targets and the role of investment bankers and financial advisors in the M&A landscape.

(13:02 – 18:02) Planning & Evaluation: Target Analysis & Industry Research 🔍
Dive into the target evaluation process, including industry analysis and specific company metrics like revenue, operational growth, and potential synergies.

(18:03 – 20:52) Due Diligence & Confidential Information Memorandum (CIM) 🔐
A detailed look at the due diligence phase, including an overview of the CIM, a document containing sensitive details on the target business shared with buyers under strict confidentiality agreements.

(20:53 – 22:10) Valuation Techniques: DCF & PE Multiples 💰
An introduction to valuation techniques commonly used in M&A

(22:11 – 25:00) Submitting Indication of Interest (IOI) & Letter of Intent (LOI) 📝
A step-by-step guide to the indication of interest and letter of intent processes, essential documents expressing a buyer’s preliminary interest.

(25:01 – 32:14) Types of Due Diligence in M&A 🧾
Get an in-depth view of different due diligence types conducted during M&A, including Financial, Tax, Legal, Commercial & Operational, IT & HR

(32:15 – 34:03) Financial Adjustments & Purchase Price Mechanisms 💲
Learn about key adjustments made during deal finalization, including debt and working capital adjustments that can impact the final purchase price.

(34:04 – 39:10) Purchase Price Mechanisms📑
An exploration of two major purchase price mechanisms

(39:11 – 45:00) Negotiation & Closing ✅
The final negotiation phase and the importance of the Sale and Purchase Agreement (SPA), which includes the final purchase price, and indemnities.

(45:01 – 47:11) Indemnities, Warranties & Final Adjustments 🛡️
A closer look at the SPA’s critical clauses, including warranties and indemnities, which provide essential safeguards for both buyer and seller.

(47:12 – 49:01) Post-M&A Integration & Transition Planning 🔄
Discusses post-merger integration strategies, covering critical activities like consolidating financial reporting, aligning IT systems, and ensuring a smooth transition for employees, customers, and suppliers.

(49:02 – 50:55) M&A Careers: Roles and Responsibilities in Each Stage 🎓
An overview of career paths within M&A, including research roles, investment banking, financial and tax due diligence, legal advisory, valuation experts, and integration consultants.

💬 Q&A Session:

[50:57 – 53:39] Consulting Firm Roles in M&A 🏢
[53:40 – 54:56] Staying Informed on Latest M&A Deals 📰
[54:57 – 57:15] Financial Modeling in M&A 📊
[57:16 – 58:45] Analyzing Competitors Without Financial Data 🔎

👥 Speaker: Kapil Sukhija

🌐 Connect with IndoCanada Professionals:

Visit our website at www.indocanada.org
Reach out via email at [email protected]

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