Excellence in Financial Training
Excellence in Financial Training
Capital structure for corporations is a key element in how a company’s management attempts to maximize shareholder value. Many considerations must be weighed as firms settle on the mix of debt, equity and other sources of capital on their balance sheets. In addition, companies may opt to grow and create shareholder value through mergers and acquisitions.
Lucas and Associates brings deep industry experience within the M&A and corporate finance fields to bring to life a variety of training programs. Classes can be supplemented with hands-on financial modeling classes.
Corporate Finance Essentials
Mergers and Acquisitions: Understanding the deal
IPO Roadmap: Guide to going public
This three day comprehensive program provides a thorough review of the major topic areas that comprise the field of corporate finance. Participants will learn the key principles and concepts related to discounted cash flows, project analysis and budgeting, optimizing capital structure and capital raising issues. The course moves quickly through finance basics such as time value of money and discounting, and into more advanced topics including capital budgeting, cost of capital, dividend policy, and optimal capital structure. Citing numerous real-world cases, participants will learn how corporate finance decisions are made and how they impact company results.
Duration: Three days
Program Level: Basic
Prerequisites: There are no prerequisites
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com
Merger and acquisition announcements are currently at all-time highs as favorable conditions have boosted corporate deal making. Cross-border interests, low financing costs and strong valuations have all contributed to heightened activity. While deal announcements appear commonplace, the process for structuring and completing a merger or acquisition can be one of the most complex undertakings for both the seller and buyer. This one day program, delivered by a successful M&A hedge fund manager, describes all aspects related to mergers and acquisitions. Participants will learn how merger candidates are valued, the motivations from both the buyers’ and sellers’ perspectives, the background behind the negotiating process, the various deal structures and forms of consideration, and also the requirements from both sides to complete a deal. By reviewing real-world examples, participants will learn what conditions contribute to successful deals and also understand reasons why deals fail to be completed.
Duration: One day
Program Level: Basic
Prerequisites: There are no prerequisites
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com
Going public is a pivotal moment in the life of any company and permanently changes how a company conducts its affairs. Today, private companies and start-ups are taking advantage of current access to deep sources of new capital. Yet the actual process of going public can be time-consuming, potentially risky and present numerous challenges to insiders seeking expansion. This one day program walks participants through the entire process of an initial public offering. From the preparation stage, through the offering phase and then life as a public company, the course will identify the key steps and requirements that a firm faces as they migrate into the public markets. The course will also feature case studies including Google and Facebook where participants will learn about the unique nature and characteristics of these high profile IPOs.
Duration: One day
Program Level: Basic
Prerequisites: There are no prerequisites
For a detailed outline and additional information on this course or to find out about our other courses, contact us at (917) 306-7132 or MPorio@Lucasnassoc.com
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