Mergers, Acquisitions and Restructurings

Maximizing value in the dynamics of mergers, acquisitions and restructuring processes

The current context is creating more opportunities for mergers, acquisitions and restructurings, for companies in all sectors and activities to gain a competitive advantage in the market through operations of this nature. In order to maximize the value that can be obtained from these, business leaders must consider a wide range of variables in order to execute the plans in such a way as to obtain the best possible result.

The Mergers, Acquisitions and Restructuring program prepares participants to analyze these processes from a practical perspective and enables them to deal with the complexity of processes of this nature, placing them in a position of competitive advantage.

Brochure

Date

May 21, 22 and 23, June 4, 5 and 6, 2025

Duration

6 days

Investment

3.100€

Format

Face-to-face
From 9 a.m. to 5 p.m.

Language

Portuguese

Location

Carcavelos, Portugal

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Reasons for choosing this program

FOR YOU

Discussion of the sources of a company's competitive advantage, the determinants of its value, and the creation and destruction of value in mergers, acquisitions, divestments and spin-offs
Associated financial aspects and techniques for negotiating price and other conditions

FOR YOUR ORGANIZATION

Analysis, from a practical perspective, of corporate restructuring processes
Discussion of value creation levers in insolvency restructuring processes
Analysis of the strategic, financial and organizational foundations of these operations, using a practical approach

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Participant Profile
                                Business people and entrepreneurs
Senior managers
Financial managers
Business unit managers
Technical managers


                            

The Program

The Mergers, Acquisitions and Restructuring program is essentially applied in nature, with extensive use of case studies, covering, over the course of 12 sessions, a number of critical dimensions for operations of this complexity, such as:

Value and Valuation
Organizational Boundaries
Mergers & Acquisitions Valuation
Critical Sucess Factors with Mergers & Acquisitions
The Due Diligence Process
Implementation
The Transaction Process
Tax Aspects
Legal and Contractual Aspects
Leveraged Buy Outs
Reestructuring in Insolvency Contexts
Divestitures and Disposals
Critical Financial Multivariables

1.Value and Valuation
How much is the company worth?

Determinants and valuation methods
Analysis and applicability of market multiples
Adapting valuation to different situations

2. Organizational Boundaries
Which markets should the company operate in?

New markets and disruptive value creation opportunities
Maximizing the value creation potential of companies
Strategic decisions that define organizational boundaries and market positioning

3. Mergers & Acquisitions Valuation
What are the key value creation levers in an acquisition?

Gains from mergers & acquisitions
Measuring synergies and assessing concentration operations from
a value creation perspective
Payment structures, financing and incentive alignment
Incentive issues in advisory relationships and the role of investment banks

4. Critical Success Factors in Mergers & Acquisitions
What determines the success of mergers and acquisitions?

Relationship between key success factors in pre- and post-merger processes:

Strategic, financial and cultural fit
Importance of communication
Negotiation management, communication and implementation coordination
Integration strategies and cultural differences management
Speed of implementation
Managing cultural differences

5. The Due Diligence Process
How to validate the information and substantiate the value creation levers?

Financial Due Diligence
Commercial Due Diligence

6. Implementation
How to implement the merger, avoid dissonances and capture value?

From investment thesis to integration strategy
Critical success factors: value, people, culture and processes

7. The Transaction Process
How to manage the transaction process to maximize value and ensure efficiency at every stage?

Pre-negotiation preparation
Stakeholders involved in the process
Marketing materials
Sell-side mandate & buy-side mandate
Creating value through process structuring

8. Tax Aspects
How to identify and manage key tax impacts in mergers, acquisitions and restructurings to optimize value and ensure compliance?

Tax impact on transactions: taxation, deductions and exemptions
Main applicable taxes
Tax planning and compliance in M&A

9. Legal and Contractual Aspects
How to safeguard the company’s interests through contractual structuring?

Brief analysis of relevant legal frameworks
Key practical aspects of the negotiation process
Essential contractual elements to safeguard for both sellers and buyers

10. Leveraged Buy Outs
What are leveraged buy outs and what do private equity firms want?

Structure and functioning of the sector
Return generation strategies and target evaluation
Private equity players as potential business growth partners
Financing, interest alignment and exit mechanisms

10. Restructuring in the Context of Insolvency
How to restructure companies in insolvency situations to maximize their value?

Restructuring processes: out-of-court and insolvency-driven
Key elements of a restructuring plan and negotiation tactics
Investment funds in distressed companies: objectives and roles

11. Divestitures and Disposals
What are Spin-Offs and IPOs? What is the conglomerate discount?

Conglomeration issues and evidence on the conglomerate discount
Different forms of divestment (outright sale, public listing via equity carve-out and spin-off)
Advantages and drawbacks of going public through an IPO