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CONTENTS The Concept of Control Parent and subsidiary undertakings Quasi-subsidiaries Consolidated Accounts The basic techniques Goodwill, minority interests, capital reserves Complex Gro... more information   send enquiry

CONTENTS Private Equity Markets - Overview History and development of the market Statistics of activity in the market Overview of the investment stages Types of buy-outs (MBO, IBO, VIMBO) Key r... more information   send enquiry

CONTENTS History & background Requirement for a secondary market Current position of AIM & OFEX Advantages and disadvantages of a quotation Suitability for a quotation Tax treatment of qualifyi... more information   send enquiry

CONTENTS Principles of Asset Backed Securities Reasons for Creating Asset Backed Securities Need for investment uplift Greater awareness of credit risk Better tools to assess credit risk Perc... more information   send enquiry

CONTENT Advanced Discounted Cashflow Valuation Applications - modelling capex flows and working capital movements Fade rates on long term cashflows Problems with calculating terminal value and lon... more information   send enquiry

CONTENT Business Accounting Model - Collecting the Correct Data Basic accounting model Importance of cashflow in business performance Ingredients of profit and loss account statement Creative ac... more information   send enquiry

CONTENTS Strategy Why acquisitions fail Keys to success Alternative strategies for growth Acquisition objectives Acquisition criteria Pre-acquisition planning The acquisition plan Assemblin... more information   send enquiry

Course Overview This two day course begins by providing a thorough introduction to the different types of securitised products. It will analyse the several steps involved in building a robust model c... more information   send enquiry

This two day course begins by providing a thorough introduction to the development of the asset-backed securities market and the reasons behind the increasing popularity of CDOs. It focuses on the ... more information   send enquiry

Course Overview This two day course begins by providing a thorough introduction to the development of the asset-backed securities market and the reasons behind the increasing popularity of CDOs. It ... more information   send enquiry

EU Takeover Directive Background to the directive and its failure (1999 - 2001) Principles of the EU Takeover Directive Review of each of the articles and adherence to it in different regimes P... more information   send enquiry

CONTENTS Background & overview Objectives of buyers & sellers Family companies Succession Appointment of advisers Acquisitions Acquisition strategy Approach tactics Representations & wa... more information   send enquiry

CONTENTS Duties of directors Statutory responsibilities Role of the chairman Executive, non-executive and shadow directors Combined Code, Model Code & IPC Guidelines Higgs recommendations Take... more information   send enquiry

Course overview The new Combined Code on Corporate Governance will apply to reporting years commencing on or after 1st November 2003. This course reviews all the principal aspects of the corporate gov... more information   send enquiry

CONTENTS: Background Historical overview Forces driving the market What is restructuring When and why does it happen Preliminary considerations Rationale Assets or shares Pre-sale hive-dow... more information   send enquiry

CONTENTS Overview of the Financial Markets The role of financial institutions in the City of London and world markets The economics of banking Finance and wealth management. Short Term Money ... more information   send enquiry

CONTENTS Overview of Types of Corporate Funding Equity Debt - short and long term funding instruments Quasi debt instruments - mezzanine finance Bank loan structures Corporate financing decisio... more information   send enquiry

The Basics of Futures and Forwards What is the underlying asset for these contracts? Equity indices, government bonds, foreign exchange, short term interest rates What is the difference between a... more information   send enquiry

CONTENTS Background and overview Boilerplate Pre-conditions and covenants Representations, warranties and indemnities Limitations and scope of warranties Vendor protection clauses Disclosure ... more information   send enquiry

CONTENTS Background Application of due diligence The importance of a thorough investigation A measured approach within time limits Interaction with warranties The core due diligence team Com... more information   send enquiry

Course Objectives: The Prospectus Rules and the new SIRs have changed the way financial information should be included and reported on in UK prospectuses and other investment circulars, affecting com... more information   send enquiry

CONTENTS Introduction to the New Regime Key features of the existing system The need for change The Financial Services and Markets Act Overview The general prohibition The FSA's statutory obj... more information   send enquiry

Course Overview This course provides a thorough introduction to corporate finance transactions as executed in the UK. It focuses on the different types of deal that are often carried out by companies... more information   send enquiry

Review of Basic Foreign Exchange Techniques Traditional spot and forward foreign exchange methodologies and alternatives. The mathematical relationship to money markets. Economics of foreign exch... more information   send enquiry

Course Overview This seminar is aimed at executives who already have some experience of working with the current FSA Listing Rules. Further to the implementation of the EU Prospectus Directive, majo... more information   send enquiry

Investment Products Pension funds Ageing populations and problems with government pensions Tax benefits Role of the consultants, trustees and investment restrictions Benchmarking - WM, CAPS, Russ... more information   send enquiry

Course overview The creation of value added services such as Corporate Finance is becoming increasingly important to firms as compliance work becomes more and more a commodity. Using case studies to ... more information   send enquiry

Course Overview This course will provide participants with a through coverage of all the key issues relating to the new International Accounting and International Financial reporting standards. It foc... more information   send enquiry

Course Overview This seminar is designed to give a thorough overview of practical corporate finance issues. It is beneficial both to those who are new to working in corporate finance and also those wh... more information   send enquiry

CONTENTS Background The nature of corporate partnering Overview of objectives Advantages & disadvantages Strategic alliance life cycle Selecting a corporate partner Motivation Initial consi... more information   send enquiry

CONTENTS Compliance and Enforcement General principles Sanctions The Role of the Sponsor Qualifications and appointment Responsibilities Application for a Listing Regulatory conditions for... more information   send enquiry

CONTENTS Background and Overview Taking security Ownership and possession Fixed and floating charges Mortgages, pledges and liens Structure of a Loan Agreement Boilerplate Representations, ... more information   send enquiry

CONTENTS Background and Reasons for Development History to date Different types of transaction and differing structures Achieving a Successful Buy-out Pricing an MBO Valuation of target compa... more information   send enquiry

Course Overview This four day course covers all aspects of buying and selling private companies, corporate restructuring issues and joint ventures and strategic alliances. The first day, devoted to a... more information   send enquiry

CONTENTS Background to Mezzanine Introduction to mezzanine (subordinated debt) Background to Mezzanine Introduction to mezzanine (subordinated debt) Structure of the mezzanine market State of t... more information   send enquiry

CONTENTS Background Issues for Modelling Mergers and Acquisitions Introduction to M&A Rationale for takeovers Options for structuring the consideration Financing the cash part of the considerati... more information   send enquiry

CONTENTS Negotiation and its Benefits Defining negotiation Two main types of negotiation Identification of benefits Qualities of an Effective Negotiator: the Ten Quality Traits Preparing for... more information   send enquiry

Client objectives Identifying and meeting the client's needs Asset classes Investment mandates Authorised funds FSA Investment & Borrowing Powers Discretionary portfolios Pension funds Powers... more information   send enquiry

Introduction The issues that arise post merger The consequences of executives being forced to work together. Communications Why are communications vital? The breakdown of communications Shared ... more information   send enquiry

Course overview In any presentation the most important factor is the presenter. This course takes delegates through the process of planning and executing a presentation. The rationale is to be able t... more information   send enquiry

CONTENTS Project Finance Overview Contrast with other forms of limited recourse financing The rationale for using project finance and trends Project Finance - the Parties Stages in the Deal S... more information   send enquiry

CONTENTS Background to PPP History and development Current position, future trends and developments Rationale and objectives of PPP Benefits and drawbacks of using PPP The three basic structur... more information   send enquiry

CONTENTS Background Rationale for going private Availability of funds Costs, lock-ins & break fees Anticipating the market reaction Preparations Approaching the NEDs Service contracts Val... more information   send enquiry

Deficiencies of Discounted Cash Flow analysis (DCF) Four important limitations of DCF valuation The significance of managerial flexibility The role of uncertainty and its comparison with risk Imp... more information   send enquiry

Course Overview Participants will gain an overview of the capital and treasury markets globally and within the City of London especially. They will also obtain an understanding of the market players ... more information   send enquiry

CONTENTS Risk Management Defined The roles of the treasurer, management, support and middle office The historic development of risk management The development of new technology. Aspects of Risk... more information   send enquiry

CONTENTS The Relevant Legislation The position and duties of a company secretary The significance of the Memorandum and Articles of Association Alterations to the Memorandum and Articles Ultra V... more information   send enquiry

CONTENTS Introduction Typical mistakes in disposals Preliminary considerations Strategies for realising value Valuation Initial guidelines NAV and DCF Price/earnings ratios Value by compari... more information   send enquiry

Course Overview This course covers every aspect of selling so that corporate finance executives can sell with confidence in the framework of a structure that enable them to be professional. It takes ... more information   send enquiry

Introduction to UK equity settlements (including brief historical context) Basic concepts Nominee structure Certificated securities Dematerialised securities Overview of the settlement require... more information   send enquiry

Course Overview This course covers the range of soft skills necessary for corporate financiers to possess in order to make first class deal winners. The first part of the course takes executives thro... more information   send enquiry

The Syndicated Loan Process Syndicated loan structures: term loans, revolvers, standby facilities Why consider a syndicated loan structure? How to establish the facility structure The role of the ... more information   send enquiry

CONTENTS Public Offers: The Rules Review of general principles Major regulations for the conduct of public bids Pricing, consideration and conditions "Winner's curse" Public Offers: The Timeta... more information   send enquiry

CONTENTS Introduction to the Takeover Panel Composition and role Enforcement Applicability of the Takeover Code The 10 General Principles and their Application Key Code Definitions The Appr... more information   send enquiry

Course Overview Shares traded on the Alternative Investment Market (AIM) are treated as unquoted securities for most tax purposes which means that they attract many tax breaks that would not be avail... more information   send enquiry

Course Overview This course is intended for those involved in MBO transactions who need to have an understanding of the taxation pitfalls and opportunities that arise. The course will focus in par... more information   send enquiry

This course has the objective of introducing to delegates the strategies that might need to be adopted where the split of a company is required in preparation for a business sale either to the managem... more information   send enquiry

CONTENTS Advising the Purchasers Purchase of shares or assets? The taxation of intangibles Protection of losses Changes to the capital gains de-grouping charge since 1 April 2002 Stamp Duty on... more information   send enquiry

Role of Banks in International Trade and Methods of Settlement Overview of banks involvement Advantages/disadvantages to importer, exporter and banks in the main methods of settlement Export/Impor... more information   send enquiry

CONTENTS Overview of the Financial Markets The role of financial institutions in the City of London and world markets The economics of banking Finance and wealth management. Short Term Money M... more information   send enquiry

Unit Trusts Constitution of an authorised unit trust Financial Services Regulation Marketing unit trusts Investment and Borrowing Powers Buying and selling units Registration of fund holdings ... more information   send enquiry

CONTENTS Introduction The new VC / private equity environment in Europe Investment performance Current investment targets International comparisons Fund-raising Limited partner relationships ... more information   send enquiry

CONTENTS Introduction What is venture capital? The history of venture capital in the UK and Europe Venture capital investment - successes and failures A global perspective on venture capital I... more information   send enquiry