Course Overview

Understanding Your Middle Market Customer: Case Studies in Valuation and Transaction Structuring provides fundamental concepts of corporate finance for experienced loan and credit officers. This course aims to assist participants with the skills needed to work effectively with repayments from cash flow or liquidation of assets, while at the same time providing a sufficient return to stakeholders. This course also focuses on understanding the role of debt and equity in an acquisition transaction, relationship planning, and financial advisory skills.

     

Duration

15 hours

Delivery

Instructor-Led Online

Program Level

Advanced

 

Prerequisites

Participants should have a fundamental knowledge of credit risk analysis and transaction structuring. This course assumes participants have well-established skills using a financial calculator.

 

 

Who Will Benefit?

Financial advisors who call on either middle market or larger companies and would like to improve their skills in corporate finance.

   

Learning Objectives

Upon completion of this course, learners will be able to:

• Valuate mergers and acquisitions.
• Identify alternatives for the transfer of ownership.
• Create optimal capital structures to ensure:
  • Successful implementation of the company’s strategy.
  • Repayment of debt.
  • Appropriate rate of return to all capital providers.

Methodology:

Through a mix of discussion, large and small group activities, and case studies, participants are better prepared to apply the content learned when they return to their jobs. Participants have the opportunity to apply their understanding of corporate finance issues and practices and learn how they can be part of a sound and profitable banking relationship.

Understanding Your Middle Market Customer: Case Studies in Valuation and Transaction Structuring is driven by two cases which provide the information needed to develop participants’ skills to work effectively within their field:

• Graham Veterinary Supplies, Inc.
• Dolce Confections, Inc.