Available as an in-house course

 Course Overview

Producing effective presentations on acquisition or disposal opportunities is an important factor in winning advisory mandates, as well as gaining new clients for the firm or reinforcing existing relationships. These presentations may form part of a sector based marketing approach, or may be based on specific ideas.

After looking at the means of identifying transaction opportunities, this course focuses on each section of information and analysis that may be included in the presentation document for a proposed acquisition target(s) or other corporate finance transaction.

It also covers what may be included in a “beauty contest” presentation for, say, a sales mandate.

The types of transaction presented include public and private company deal opportunities.

Those involved in corporate finance advisory work, who wish to start developing their business by presenting ideas on potential transactions to clients, should attend this course.

 Course Content

 Identification of suitable clients and targets
Building up knowledge on client
Industry contacts and information
Market and sector news
Desktop study
Use of databases

Types of initial presentation and contents of each
Sector
Selected Companies
Specific ideas
Beauty contest

Sections which may be included in presentation

Description and analysis of company
   Activities
   Trading
   Financials
   Shareholders
   Historic share price, if quoted

Rationale for the transaction
   Strategic opportunity and fit
   Synergies and cost savings
   Projections

Elements of valuation
   Comparable companies and deals
   DCF
   Surplus assets
   Takeover premia, if quoted

Illustration of financial effects of transaction
   Profit & loss
   Balance sheet
   Deal financing

Discussion of possible deal structures
   Acquisition of whole
   Joint venture
   Merger of activities
   Exchange/contribution of assets
   Presale agreements

Overview of legal and regulatory aspects
   Takeover Code
   Significant shareholdings
   Competition issues
   Timetable

Strategy for initiating private transactions
   Exclusivity or auction
   Competitor analysis

Strategy for initiating public takeovers
   Recommended/unilateral
   Share purchases
   White knights
   Competitors
   Cash vs. shares

Description of the advisory firm and the team
   Scope of activities
   Corporate finance expertise
   CV’s