Loan Structuring, LBOs and Acquisition Finance
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Loan Structuring, LBOs and Acquisition Finance Course
Introduction:
In their pursuit of growth, companies often face an increasing demand for financing. They may seek loans from banks or consider acquiring other organizations through leveraged buyouts. The process of loan structuring encompasses various elements such as the purpose of the loan, the loan amount, collateral and loan type, risk assessment and mitigation, pricing, and financial covenants. All of these elements must align with the objectives of both the borrower and the lender.
The Loan Structuring, Leveraged Buyouts (LBOs), and Acquisition Finance training course equips both corporates seeking finance and bankers evaluating loan requests with the essential tools to evaluate and manage loans, leverage buyouts, and acquisition finance.
For bankers, the course provides the knowledge and skills to appropriately structure loan terms, reducing the risk of bad debts and enhancing profitability. It equips them with the necessary expertise to assess loan requests effectively, ensuring that the terms are suitable for both the borrower and the lending institution.
For corporates, the course offers valuable insights and strategies to successfully secure much-needed finance on terms that align with their specific requirements. By understanding the intricacies of loan structuring, leveraged buyouts, and acquisition finance, corporates can effectively negotiate terms that meet their financial needs and support their growth objectives.
Overall, this training course empowers both corporates and bankers with the knowledge and tools to navigate the complexities of loan structuring, leverage buyouts, and acquisition finance. By attending this course, participants will enhance their ability to make informed decisions, optimize loan structures, and secure financing arrangements that are mutually beneficial for all parties involved.
Course Objectives:
By the end of this Loan Structuring, LBOs and Acquisition Finance training course, participants will be able to:
- Evaluate requests for various methods of finance
- Structure loans effectively matching price, risk and Basle
- Recommend strategies for Leverage Buyouts
- Recommend methods to finance acquisitions
- Structure Project Finance contracts
- Evaluate the latest financial issues affecting your organization
Who Should Attend?
Loan Structuring, LBOs and Acquisition Finance Training course, is ideal for :
- Financial decision makers in corporations
- Bank credit officers
- Compliance officers
- Investment bankers
- Management consultants
- Bond credit analysts
- Fund managers
- Treasurers
Course Outlines:
Credit Risk Assessment & Credit Risk Practices
- Principles of Lending
- The Main Lending Facilities/Products
- Evaluating the Business & Industry Risk
- Credit Ratings
- The Use of Financial Statements to Assess Business Risk
- Evaluation Models in Excel
Loan Structure
- Matching the Purpose, Amount, Repayments & Term
- Loan Documentation
- Loan Agreements & Covenants
- Interest Rates & Fees
- Pricing for Risk
- Linking Price and Risk to Capital Adequacy & Basle
Leveraged Buyout (LBO’s)
- Leverage
- Collateral/Security for a Leveraged Buyout
- The Attributes of Good Bank Security
- Hostile Takeovers
- Reasons for LBO’s
- Reverse Leverage Buyout
Acquisition Finance
- Mergers & Acquisitions: A distinction
- Valuing a Target Company
- Financing an Acquisition via Equity and Debt
- Mezzanine Finance
- Paper Finance (Stock Swap)
- The Impact on Shareholders
Project Finance
- What is Project Finance?
- Special Purpose Vehicle (SPV) & Parties to Project Finance Schemes
- The Structure of Project Finance Schemes for Infrastructure Projects
- Equity & Debt Financing
- Recourse & Non-recourse Finance
- Bonds; Guarantees and Letters of Credit