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American Matech
  • Home
  • Classroom Courses
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    • Law, Contracts and Procurement
    • Purchasing, Logistics and Warehouse Management
    • oil and gas
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    • Transport, ports and customs
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American Matech

Loan Structuring, LBOs & Acquisition Finance

Course Information

  • the date

24/02/2025

  • Duration

5 days

  • The city
  • Cost
  • Type

Online

Course details

As companies seek to grow, their demand for financing is also growing. Therefore, they may seek loans from banks or acquire other organizations through leveraged buyouts. Loan structuring involves several elements, including: purpose, amount, collateral and type of loan, risk recognition and mitigation, pricing, and financial covenants. All of these elements must work for both the borrower and the lender within the two definitions above.

Loan Structuring, LBOs and Acquisition Finance training course provides both corporates seeking finance and bankers evaluating requests for finance, with the essential tools to evaluate and manage loan, leverage buyouts and acquisition finance.

The course will enable bankers to structure the terms of the loan appropriately thereby reducing bad debtsand increasing profitability. It will enable corporates to successfully secure much need finance on terms that meet their needs.

بحلول نهاية دورة تدريب هيكلة القروض وعمليات الاستحواذ بالاستدانة وتمويل الاستحواذ، سيتمكن المشاركون من:

تقييم الطلبات الخاصة بأساليب التمويل المختلفة
هيكلة القروض بما يتوافق بشكل فعال مع السعر والمخاطر ومعايير بازل
التوصية باستراتيجيات لعمليات الاستحواذ بالاستدانة
التوصية بأساليب لتمويل عمليات الاستحواذ
هيكلة عقود تمويل المشاريع
تقييم أحدث القضايا المالية التي تؤثر على مؤسستك

دورة تدريبية في هيكلة القروض وعمليات الاستحواذ بالاستدانة وتمويل الاستحواذ، مثالية لـ:

صناع القرار المالي في الشركات
مسؤولو الائتمان في البنوك
مسؤولو الامتثال
المصرفيون الاستثماريون
مستشارو الإدارة
محللو ائتمان السندات
مديرو الصناديق
أمناء الصناديق

Course outline

Day 1

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

Day 2

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

Day 3

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

Day 4

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

Day 5

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

For inquiries and booking


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