Training on Loan Structuring, Leveraged Buyout & Acquisition Finance

As corporates seek growth, their need for finance grows as well. This may lead them to seek bank loans or consider acquisitions through leveraged buyouts. This comprehensive training course equips corporates seeking finance and bankers evaluating finance requests with essential tools for evaluating and managing loans, leveraged buyouts, and acquisition finance. It helps bankers structure loans effectively, thus reducing bad debts and increasing profitability, while enabling corporates to secure finance on favorable terms.

Course Features

• Credit Risk Assessment: Learn the latest tools and techniques.
• Loan Structuring: Match purpose, amount, repayments, and terms effectively.
• Leverage Buyouts: Understand the major features and strategies.
• Acquisition Finance: Explore various methods including equity, debt, mezzanine, and stock swaps.
• Project Finance: Delve into the nature and structure, including special purpose vehicles.

Training Objectives

By the end of this course, participants will be able to:

• Evaluate Finance Requests: Assess various methods of finance.
• Structure Loans: Match pricing, risk, and Basle requirements.
• Recommend LBO Strategies: Develop strategies for leveraged buyouts.
• Finance Acquisitions: Recommend methods for financing acquisitions.
• Structure Project Finance: Develop contracts for project finance.
• Address Financial Issues: Evaluate the latest issues affecting your organization.

Who Should Attend?

This course is ideal for professionals in the financial and corporate sectors, including:

• Financial decision makers
• Bank credit officers
• Compliance officers
• Investment bankers
• Management consultants
• Bond credit analysts
• Fund managers
• Treasurers

Course Content

Module One: Credit Risk Assessment & Practices

• Principles of Lending
• Evaluating Business & Industry Risk
• Credit Ratings and Financial Statements

Module Two: Loan Structure

• Purpose, Amount, Repayments & Term
• Loan Documentation and Covenants
• Pricing for Risk and Capital Adequacy

Module Three: Leveraged Buyouts (LBOs)

• Leverage and Collateral
• Hostile Takeovers
• Reverse Leveraged Buyouts

Module Four: Acquisition Finance

• Mergers & Acquisitions
• Valuing Target Companies
• Equity, Debt, and Mezzanine Finance

Module Five: Project Finance

• Understanding Project Finance
• Special Purpose Vehicles and Schemes
• Recourse & Non-recourse Finance

Certification

Upon successful completion, participants will receive the prestigious Uphilos Certificate. This certification validates your expertise in loan structuring, leveraged buyouts, and acquisition finance, enhancing your professional credibility and commitment to financial excellence.