Due diligence is critical for a whole range of corporate finance transactions: investments in businesses, acquisitions and disposals.
This 3-day course provides a broader view of due diligence and looks beyond conventional wisdom by placing a very significant weighting upon its contribution to the commercial viability of prospective ventures. It is directed at both investments in businesses ('greenfield' or 'brownfield') and those acquired to fit synergistically with existing companies.
The course is designed to help participants understand:
What, when and why due diligence is required
What the due diligence process involves - appointment of the team, confidentiality agreements, data room issues, interviews and reporting
The phases of due diligence – strategy, planning where to focus the due diligence effort, defining the scope of the due diligence, data analysis, verification, negotiation and completion
How to conduct due diligence for operational decisions - 'greenfield and brownfield' investments
The main types of due diligence – industry, company, accounting, operational, environmental, human, legal and regulatory
How to link due diligence with the appraisal process and financial evaluator techniques
How due diligence is linked to the financial plan
How to interrogate the business plan using due diligence
How to conduct due diligence for joint ventures, acquisitions and divestments
How to link due diligence with business valuation and synergy assessment
How to use due diligence to help renegotiate the price
How to manage due diligence challenges
Who is this course for?
Publicly Traded Companies
Strategic and Financial Advisory