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Магистратура 2022/2023

Инвестиционный анализ, слияния и поглощения

Лучший по критерию «Полезность курса для Вашей будущей карьеры»
Лучший по критерию «Полезность курса для расширения кругозора и разностороннего развития»
Лучший по критерию «Новизна полученных знаний»
Статус: Курс обязательный (Стратегический менеджмент и консалтинг)
Направление: 38.04.02. Менеджмент
Когда читается: 2-й курс, 1, 2 модуль
Формат изучения: без онлайн-курса
Охват аудитории: для своего кампуса
Преподаватели: Копцев Владимир Сергеевич, Спесивцев Денис Валерьевич
Прогр. обучения: Стратегический менеджмент и консалтинг
Язык: английский
Кредиты: 4
Контактные часы: 32

Course Syllabus

Abstract

The investment analysis and M&A course provides a view on every stage of the M&A process and investment analysis: strategic & financial rationale, valuation, price & deal structuring and financing and risks mitigation as well as an overview of sell-side and buy-side processes and participating players’ motives. Class participants will gain learning experience through case studies, small group projects, deal simulation.
Learning Objectives

Learning Objectives

  • Learn how to perform preliminary and complex analysis and get to decision regarding potential investment project, financial investment, or M&A deal.
Expected Learning Outcomes

Expected Learning Outcomes

  • Strategic considerations: rationale, synergies, returns and other reasons to make a deal
  • Valuation: operating model, DCF, CCA, CTA methods, LBO, and other methods
  • Price and deal structuring and financing: earn-out, financing options, mezzanine financing and other structures with equity kicker
  • Risks: due diligence, findings and price discussion, deal documentation
  • Tech companies & M&A: CVC, considerations for buyouts
  • Processes and their types: sell-side, buy-side, negotiated 1:1 sale, auctions
Course Contents

Course Contents

  • Fundamentals for M&A
  • Strategy
  • Valuation
  • Structuring & Financing
  • Risks
  • Tech M&A
Assessment Elements

Assessment Elements

  • non-blocking Class participation
  • non-blocking Exam test
Interim Assessment

Interim Assessment

  • 2022/2023 2nd module
    0.1 * Class participation + 0.9 * Exam test
Bibliography

Bibliography

Recommended Core Bibliography

  • Rosenbaum, J., & Pearl, J. (2013). Investment Banking : Valuation, Leveraged Buyouts, and Mergers and Acquisitions (Vol. 2nd ed). Hoboken: Wiley. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=981384

Recommended Additional Bibliography

  • Benninga, S. (2014). Financial Modeling (Vol. Fourth edition). Cambridge, Massachusetts: The MIT Press. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=1089520
  • Mercer, Z. C., & Harms, T. W. (2008). Business Valuation : An Integrated Theory (Vol. 2nd ed). Hoboken, N.J.: Wiley. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=208023

Authors

  • KOPTSEV VLADIMIR SERGEEVICH
  • SPESIVTSEV DENIS VALEREVICH
  • TSARKOV IGOR NIKOLAEVICH