M&A: Sell-Side Transactions
12 short videos covering the topics in this unit. Pick a video below, or read any topic's full written lesson free in the CertFuel app, no signup wall.
Engagement and Strategic Alternatives Setup
Transaction Structures: Stock vs Asset, Merger vs Tender Offer
Tax Coordination: Reorgs, Deemed Asset Sales, and Parachutes
Antitrust Coordination and Hart-Scott-Rodino (HSR)
Other Corporate Issues: Securities, Contracts, Workforce
Seller's Valuation Analysis and Buyer Analysis
Marketing the Transaction: Teaser, NDA, CIM, Bidding Procedures
Stapled Financing and Buyer Financing Arrangements
Management of the Bidding Process: IOIs, Data Room, Site Visits
Buyer Proposal Evaluation: Currency, Accretion/Dilution, Synergies
Final Round Procedures and Bid Selection
Execution: Definitive Agreement Hand-Off and Fairness Opinion Read this unit's lessons, free
Every topic in this unit has a full written lesson, free to read in the CertFuel app with no signup wall. The complete Series 79 course also includes adaptive practice questions and spaced-repetition flashcards.