Mastering Mergers and Acquisitions (M&A), Valuation,& Equity

This course is designed to help learners of all backgrounds understand and apply M&A, valuation, due diligence, investment banking, private equity, and equity structuring in real-world business settings. Whether you’re exploring mergers and acquisitions, working in corporate development, finance, or consulting—or you’re a founder planning a buy-side or sell-side process—this course provides a strong, practical foundation focused on execution, not theory.

You’ll learn how to screen targets, build investment cases, and value companies using comparables, precedent transactions, and DCF. We cover the full M&A process lifecycle from sourcing and NDA to LOI, due diligence, definitive agreements, financing, closing, and post-merger integration (PMI). You’ll also understand key legal, tax, and regulatory concepts; how to structure equity, earn-outs, and roll-ups; and how to manage risk, culture, and change to protect value after the deal.

Designed to be beginner-friendly, this course offers clear explanations, hands-on checklists, and realistic examples (deal teasers, data-room indexes, diligence trackers, integration scorecards). No prior investment banking experience is required.

What You’ll Learn

• Understand strategic rationales for M&A and when deals create value
• Build comps, precedents, and DCF models to triangulate valuation
• Plan, scope, and manage cross-functional due diligence
• Navigate LOIs, SPAs, reps & warranties, and closing mechanics
• Structure consideration, equity splits, earn-outs, and seller notes
• Design PMI workstreams (people, systems, customers, synergies)
• Identify common failure modes and risk mitigations in deals

Course Features

• Step-by-step walkthrough of The M&A Process Lifecycle
• Valuation labs with comparables, precedents, and DCF
• Clear, jargon-light explanations suitable for all learners
• Case studies spanning SMBs, startups, and corporate deals
• Accessible on mobile, desktop, or tablet

Who This Course Is For

• Aspiring and current IB/PE/CorpDev professionals
• Founders, SMB owners, and operators planning acquisitions or exits
• Finance teams seeking valuation and deal-execution skills
• Consultants, attorneys, and paralegals supporting transactions
• Students and switchers aiming for deal-oriented careers

Course Sections: Introduction to Mergers & Acquisitions • Strategic Rationale Behind M&A • The M&A Process Lifecycle • Financial Analysis and Valuation in M&A • Legal, Tax & Regulatory Frameworks • Cultural Integration & Change Management • M&A for Freelancers, Startups & Remote Teams • Post-Merger Integration (PMI) Mastery • M&A Risks, Failures, and Lessons Learned • Case Studies and Tools

Disclosure: This course contains the use of artificial intelligence for clear voiceovers.