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Live Online Training Schedules

Now participate in a live online course for a highly discounted fee of only $850, as a limited introductory offer.
(Terms and conditions apply)
CodeDateFees 
BII0614 Oct - 16 Oct, 2020$1300Register
BII0618 Jan - 20 Jan, 2021$1300Register
BII0626 Apr - 30 Apr, 2021$1800Register
BII0619 Jul - 21 Jul, 2021$1300Register
BII0618 Oct - 22 Oct, 2021$1800Register

Classroom Training Schedules

CodeDateVenueFees 
BII0624 Jan - 26 Jan, 2021Johannesburg$3500Register
BII0611 Jul - 15 Jul, 2021Dubai$3950Register

Did you know you can also choose your own preffered dates & location? Customise Schedule

Course Overview

What is ‘LBO’? Leveraged Buyout (LBO) is a financial transaction wherein a company is acquired using equity and debt. An ‘LBO Model’ is an Excel-based model used to evaluate LBO transactions. Assets of both companies (the acquired and acquiring) act as loan collaterals.

In most cases, the acquiring company prefers to invest the least amount of equity and fund the rest with debt and non-equity sources. The LBO model primarily aims to enable investors to accurately and thoroughly assess transactions and earn the highest possible risk-adjusted internal rate of return (IRR). The investment decision is with the main aim of making most returns on its equity and using debt to increase potential returns.

This Zoe training course will empower you with detailed information about an LBO model. Since this is a critical model that could define a company’s success or failure in terms of its financial assets and returns, knowledge and experience of all aspects of LBO, including loan structuring, pricing and leveraged acquisition finance, will reduce risks of financial loss to either party. Through this course, you will acquire the skills and capabilities to assist organisations in making the most of the LBO model.

Course Objectives

The key objective of this training course is to empower professionals to—

  • receive a comprehensive understanding of LBO and LBO models to assist one’s organisation in successfully conducting such transactions
  • evaluate, on behalf of one’s organisation, requests for various methods of finance for LBO transactions, thereby establishing oneself as a dependable, credible employee
  • review and structure loans effectively to minimise risks and maximise benefits
  • analyse important factors and recommend strategies for LBO transactions to be undertaken by one’s organisation
  • prepare and structure project finance contracts covering all applicable clauses and risks, thereby protecting one’s organisation against any risk or financial loss, in turn proving one’s talent and gaining greater growth opportunities
  • examine current systems within one’s organisation and present reports on its actual financial position and capability to conduct such transactions
  • take strategic steps at an organisational level to overcome any financial loss worrying the organisation, in turn contributing to organisational development
  • acquire relevant multitasking skills and superior knowledge to handle multiple facets of LBO transactions, thus giving one the confidence to successfully take up roles across any organisation, fostering faster career progression
  • mentor other professionals on important theories and practices related to LBO transactions

Training Methodology

Zoe Talent Solutions is known to offer highly customised training solutions for all requirements across several fields. A highly experienced professional from the relevant domain plays the role of the trainer to deliver the training. The trainer also involves the trainees in the program through various group activities and discussions, including role-plays.

The trainer also encourages trainees to share their experiences and issues related to the training topic, which are then discussed in detail with the rest of the group.

The above training format is extremely unique and is used by Zoe Talent Solutions alone for all its courses. It is called the Do–Review–Learn–Apply Model.

Organisation Benefit

With professionals undergoing this training course, organisations will benefits in ways mentioned below:

  • Trained, experienced professionals overseeing important facets of LBO transactions
  • Effective use of the LBO model to check facts and figures around LBO transactions
  • Protection against current and future risks and financial losses because of trained professionals handling major functions and performing various analyses to foresee risks and put corrective action plans in place
  • Choice of the best finance methods for LBO transactions, after thorough review of various factors influencing these decisions
  • Good contracts prepared for LBO transactions and other related activities, outlining all important clauses and preventing future disputes or challenges causing organisational losses
  • Well-structured loans delivering maximum value and benefits to the organisation
  • Training of existing employees to upskill them to handle higher responsibilities, while not risking the organisation or organisational assets
  • Review of existing operations to check organisational readiness for such deals and transactions
  • Organisational development because of a high success rate in LBO transactions, with minimal risks

Personal Benefit

Professionals opting for this training course will benefit in the ways mentioned below:

  • Comprehensive information and knowledge about LBO transactions and all related facts
  • Increased skill and confidence to mentor other professionals regarding the LBO model
  • Improved analytical skills and knowledge to evaluate various financial methods for LBO transactions
  • Greater knowledge and experience to structure loans to maximise benefit, thereby proving one’s potential to handle greater responsibilities promoting career progression
  • Increased awareness and skill to prepare contracts outlining all critical aspects of the transactions to prevent future disputes or financial losses to one’s organisation
  • Strategise and implement various processes to ensure successful and risk-free LBO transactions for one’s organisation
  • Review and revise existing systems to prepare one’s organisation to carry forth LBO transactions
  • Supreme multitasking skills and detailed knowledge to assume multiple higher roles and responsibilities across any organisation, thereby broadening one’s scope for career opportunities

Who Should Attend

  • Senior management intending to make considerable investments and acquiring other companies
  • Managers, leaders and executives involved in functions related to LBO transactions
  • Legal and financial advisors of organisations performing their respective roles for organisations
  • Compliance officers checking and ensuring adherence to all rules and regulations
  • Fund managers and treasurers with a specific responsibility of managing safety and effective use of bank funds
  • Any other professional interested in knowing more about LBO transactions, specifically the LBO model and its related concepts

Course Outline

The course covers the following topics regarding the LBO model, including loan structuring, pricing and leveraged acquisition finance:

Module 1 – Characteristics of LBOs

  • Stable cash flows
  • Relatively low fixed costs
  • Relatively little existing debt
  • Valuation
  • Strong management team

Module 2 – Components of an LBO Capital Structure

  • Bank debt
  • High yield debt/subordinated debt
  • Mezzanine debt
  • Equity
  • Credit metrics
  • Sponsor internal rate of return

Module 3 – Steps to LBO Modelling

  • Assumptions
  • Financial statements
  • Transaction balance sheet
  • Debt and interest schedules
  • Credit metrics
  • Discounted cash flow/internal rates of return
  • Sensitivity analysis, charts and graphs

Module 4 – Key Credit Metrics in an LBO Model

  • Debt/EBITDA
  • Interest coverage ratio
  • Debt service coverage ratio
  • Fixed charge coverage ration

Module 5 – Historical Financial Statements

  • Income statement
  • Balance sheet
  • Cash flow statement
  • Supporting schedules
  • Goodwill and purchase price allocation

Module 6 – Forecast Financial Statements

  • Forecast setup
  • Income statement
  • Balance sheet
  • Supporting schedules
  • Cash flow statement

Module 7 – Strategies for LBO Financing

  • Seller financing
  • Equipment financing
  • Own funds
  • Senior debt
  • Subordinated debt
  • Mezzanine debt

Module 8 – Characteristics of Leveraged Loans

  • Principal amortization
  • Secured
  • Floating rate
  • Term
  • Covenants
  • Private
  • Prepayment

Module 9 – Loan Structuring

  • Purpose, term and repayment matching
  • Loan documentation
  • Loan agreements and covenants
  • Interest rates and fees
  • Pricing for risks
  • Linking price and risk to capital adequacy

Module 10 – Acquisition Finance

  • Mergers and acquisitions
  • Target company valuation
  • Acquisition financing through equity and debt
  • Mezzanine finance
  • Paper finance
  • Shareholder impact
Online Courses
Note
Customized Schedule is available for all courses irrespective of dates on the Calendar. Please get in touch with us for details.
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Live Online Training

Now participate in a live online course for a highly discounted fee of Only $850, as a limited introductory offer.

(Terms and conditions apply)