1.What is Mergers and Acquisitions (M&A)?

The target company (target), the acquiring company

(acquirer / bidder)?

2.Classification of M&A.

3.What are the motives behind M&A - Buyer Perspectives? (creating value, dubious motives, cross
border mergers)

4.What are the motives behind M&A - Seller Perspectives?

5.How to calculate synergy in M&A? Give an example.

6.What is bootstrapping earnings in M&A? Give an example.

7.What are two forms of M&A transaction?

8.Describe the various methods of payment in M&A.

9.What is a friendly merger?

10.What is a hostile merger? Types of hostile merger?

11.Strategic planning in M&A

12.Describe the fee structure in M&A

13.What is confidentiality agreement in M&A?

14.What are stages in sell-side M&A?, buy-side M&A?

15.Identify each valuation technique in M&A. The discounted cash flow (DCF) method, The comparable
transaction analysis, The comparable company approach, Target stock price history analysis, The M&A
multiples technique, Gross revenue multiplier, The multiple of earnings per share method, LBO analysis,
The leveraged recapitalization method, The breakup valuation technique, The book value approach,
Liquidation analysis.

16.What are methods that companies use to finance their M&A activities? Using available cash,
obtaining a new or amended credit facility, obtaining mezzanine debt financing, exchanging stock,
raising equity financing, accessing public debt financing, obtaining a bridge facility, utilizing vendor
takeback financing, negotiating earn-outs.

B9

1.What is asset management, wealth management and investment mangement?

2.What are the factors that contribute to the growing important of investment management
operations?

3.What is asset class, asset allocation and security selection?

4.Stages within wealth management solutions.

6.Types of investment companies: Open-end investment companies (commonly called “mutual funds”),
Closed-end investment companies, Exchange-traded funds (ETFs), Hedge funds, Sovereign wealth funds
(SWFs), Private equity funds (PE funds), Unit Investment Trust (UIT), Real Estate Investment Trust (REIT)