http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-2.xsd
handbook for investment banking and business consulting
1 online resource (1 volume) : illustrations
In-depth coverage in a single handbook of the middle market based on the body of knowledge of the Certified M & A Advisor & trade; credential program M & A advisors have an unprecedented opportunity in the middle market with the generational transfer of wealth and capital being deployed by private equity and corporate investors. Middle Market M & A: Handbook for Investment Banking and Business Consulting is a must-read for investment bankers, M & A intermediaries and specialists, CPAs and accountants, valuation experts, deal and transaction attorneys, wealth managers and investors, corporate development leaders, consultants and advisors, CEOs, and CFOs.-Provides a holistic overview and guide on mergers, acquisitions, divestitures and strategic transactions of companies with revenues from $5 million to $500 million -Encompasses current market trends, activities, and strategies covering pre, during, and post transaction -Addresses the processes and core subject areas required to successfully navigate and close deals in the private capital market -Includes content on engagement and practice management for those involved in the M & A business This practical guide and reference is also an excellent primer for those seeking to obtain their FINRA Series 79 license.
Cover; Endorsements; Series; Title Page; Copyright; Dedication; Preface; Acknowledgments; Part One: The Middle Market; Chapter 1: Private Capital Markets; SEGMENTED MARKETS; WHY ARE MARKETS SEGMENTED?; MARKET ACTIVITY; Chapter 2: Valuation Perspectives for the Private Markets; PRIVATE BUSINESS VALUATION CAN BE VIEWED THROUGH DIFFERENT STANDARDS OF VALUE; WHY THE DIFFERENT VERSIONS OF VALUE?; VALUATION AS A RANGE CONCEPT; VALUE WORLDS AND DEALS; AN ALTERNATIVE VALUATION APPROACH; Chapter 3: Corporate Development
WHY ACQUIRE?THE ACQUISITION PROCESS; CASE STUDY #1; CASE STUDY #2; PRACTICAL TIPS AND WHAT CAUSES DEALS TO FAIL; Chapter 4: A Global Perspective; ADVANTAGES OF GLOBAL M & A; CHALLENGES TO GLOBAL M & A; NEGOTIATIONS AND THE IMPORTANCE OF CULTURAL TUNE-IN; STRATEGIC DUE DILIGENCE; POSTMERGER INTEGRATION: ARE THE ODDS IN YOUR FAVOR?; FROM THE START: THINK INTEGRATION; ACQUISITIONS THAT BUILD VALUE; TAXATION; LABOR; FOREIGN CORRUPT PRACTICES ACT (FCPA); SUCCESS FACTORS; Part Two: The M & A Practice and Processes
Chapter 5: Practice ManagementPRIMARY M & A ADVISORS; MARKETING THE M & A PRACTICE; UNDERSTANDING THE PRIVATE BUSINESS OWNER; CLIENT ACCEPTANCE; INITIAL FINANCIAL ANALYSIS; VALUE DISCUSSIONS; PROCESS DISCUSSIONS; CONFIDENTIALITY; CLIENT ENGAGEMENT; Chapter 6: Sell-Side Representation and Process; SELLING PROCESS OVERVIEW; Chapter 7: Buy-Side Representation and Process; STRATEGY; ENGAGEMENT AND FEES; THE FILTER; FINANCING; QUALITY OF EARNINGS; COORDINATION; INTEGRATION; Chapter 8: Mergers
INITIAL ANALYSIS OF BOTH ENTITIESSTRATEGIC RATIONALE; VALUATION MODELING; UNDERSTAND COST, OPERATIONAL, AND CULTURAL DIFFERENCES; DEVELOP THE INTEGRATION PLAN; DEAL STRUCTURE AND NEGOTIATIONS; DUE DILIGENCE; LEGAL PROCESS AND CLOSING; POSTCLOSING INTEGRATION; Chapter 9: Professional Standards and Ethics; ROLE OF THE M & A ADVISOR IN THE ECONOMY; A WHOLE NEW WAY; THE MIDDLE MARKET STANDARD; ETHICAL AND PROFESSIONAL STANDARDS; Part Three: M & A Technical Discussions; Chapter 10: Financial Analysis; FINANCIAL REPORTING MOTIVATION
EBITDABALANCE SHEET ANALYSIS; Chapter 11: Deal Structure and Legal Documentation; ATTORNEY'S ROLE; PRELIMINARY LEGAL DOCUMENTS; STRUCTURE OF THE DEAL; DUE DILIGENCE; ACQUISITION AGREEMENTS; REPRESENTATIONS AND WARRANTIES; EARNOUTS; REGULATORY COMPLIANCE; Chapter 12: Tax Structure and Strategy; TAX FUNDAMENTALS; TRANSACTION TAX BASICS; TAX GLOSSARY AND REFERENCE; Chapter 13: Tax Provisions Used in M & A; INSTALLMENT SALES; SECTION 1031 (LIKE-KIND) EXCHANGES; PARTNERSHIP M & A; CORPORATE M & A ISSUES
Includes bibliographical references and index.
Consolidation and merger of corporations