M&A Deal Structures: Key Concepts for Investment Bankers – Wall Street Prep 2022 | CFA Society New York | 9 May 2022 | Virtual
Venue
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| Event Date |
Tue May 10 UTC (over 1 year ago)
In your timezone (EST): Mon May 9 8:00pm - Mon May 9 8:00pm |
| Location | Virtual |
| Region | All |
Details
There’s probably no area of M&A more challenging than understanding the differences between deals structured as stock sales or asset sales/338 elections. This condensed “Power Session” will demystify these differences and walk trainees through key tax and accounting implications for both the buyer and seller.
This boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales. We begin with a quick review of purchase price allocation before walking through the different transaction structures and the significant tax and accounting implications of each. We will examine the benefits and considerations of each deal structure to the buyer and seller and analyze how a negotiation can optimize their outcomes. We conclude with a look at the deal structure’s impact on financial models.
Sponsors & Partners
2022 Sponsors
PLATINUM PARTNER:
• Yield Street
GOLD PARTNER:
• Lord Abbett
SILVER PARTNER:
• MSCI