Course Schedules

Classroom 5 Sessions
Online / Live
Live

No dates scheduled

Introduction

Loan Structuring, LBOs & Acquisition Finance Training Course is designed to strengthen expertise in structured lending, leveraged buyouts, and acquisition funding strategies. This advanced Acquisition Finance Course equips finance providers and corporate borrowers with the knowledge required to assess credit risk, structure loans, and execute leveraged transactions effectively.

Throughout this Loan Structuring Training Course, participants explore credit risk assessment, loan pricing, Basel-linked capital adequacy considerations, and covenant structuring. The course also examines LBO structures, reverse leverage strategies, mergers and acquisitions financing, and project finance frameworks including Special Purpose Vehicles (SPVs).

By integrating lending principles with practical valuation and financing techniques, this LBO & Acquisition Finance Training Course enables professionals to reduce financial risk, improve deal profitability, and ensure regulatory compliance. Organizations seeking finance will gain structured approaches to securing tailored funding solutions aligned with strategic objectives.

What are the Goals?

This Loan Structuring, LBOs & Acquisition Finance Training Course develops advanced capabilities in credit risk analysis, leveraged finance, and structured lending solutions. Participants will gain the practical tools required to evaluate complex financing transactions and align risk, pricing, and regulatory requirements.

By the end of this training course, you will be able to:

  • Structure loans in line with risk exposure, pricing models, and regulatory capital requirements
  • Apply lending principles to match loan purpose, amount, repayment profile, and tenor
  • Recommend Leveraged Buyouts (LBOs) and Reverse Leverage strategies
  • Evaluate target companies using financial statements and credit rating methodologies
  • Assess and recommend appropriate methods of finance including equity, debt, mezzanine, and stock swaps
  • Structure project finance schemes using SPVs and appropriate security frameworks
  • Link pricing strategies to Basel and capital adequacy considerations
  • Evaluate emerging financial risks impacting organizational performance

Who is this Training Course for?

This Acquisition Finance & LBO Training Course is suitable for professionals involved in corporate finance, lending decisions, investment analysis, and structured transactions. It is particularly valuable for individuals responsible for assessing creditworthiness, structuring finance deals, or managing financial risk.

This training course will greatly benefit:

  • Financial decision makers within corporations
  • Corporate Treasurers
  • Bank Credit Officers
  • Investment Bankers
  • Financial and Management Consultants
  • Bond Credit Analysts
  • Fund Managers
  • Professionals involved in mergers, acquisitions, and project finance initiatives

Participants seeking to enhance expertise in loan structuring, acquisition funding, and leveraged transactions will gain practical frameworks applicable across banking and corporate environments.

How will this Training Course be Presented?

This Loan Structuring, LBOs & Acquisition Finance Training Course uses proven adult learning methodologies to ensure maximum knowledge retention and practical application. The learning approach combines theory with structured financial analysis and real-world case evaluation.

Participants will engage in detailed case studies aligned with lending, leveraged buyouts, mergers and acquisitions, and project finance structures. Practical exercises include financial statement analysis, Excel-based evaluation models, pricing for risk simulations, and covenant structuring scenarios.

Interactive discussions, group activities, presentations, and applied team exercises reinforce understanding of credit risk practices, LBO structuring, and acquisition finance techniques. Videos and guided analysis further enhance conceptual clarity.

Course Content

Day 1

Credit Risk Assessment & Credit Risk Practices

  • Principles of Lending
  • The Main Lending Facilities/Products
  • Evaluating the Business & Industry Risk
  • Credit Ratings
  • The Use of Financial Statements to Assess Business Risk
  • Evaluation Models in Excel
Day 2

Loan Structure

  • Matching the Purpose, Amount, Repayments & Term
  • Loan Documentation
  • Loan Agreements & Covenants
  • Interest Rates & Fees
  • Pricing for Risk
  • Linking Price and Risk to Capital Adequacy & Basle
Day 3

Leveraged Buyout (LBO’s)

  • Leverage
  • Collateral/Security for a Leveraged Buyout
  • The Attributes of Good Bank Security
  • Hostile Takeovers
  • Reasons for LBO’s
  • Reverse Leverage Buyout
Day 4

Acquisition Finance

  • Mergers & Acquisitions: A distinction
  • Valuing a Target Company
  • Financing an Acquisition via Equity and Debt
  • Mezzanine Finance
  • Paper Finance (Stock Swap)
  • The Impact on Shareholders
Day 5

Project Finance

  • What is Project Finance?
  • Special Purpose Vehicle (SPV) & Parties to Project Finance Schemes
  • The Structure of Project Finance Schemes for Infrastructure Projects
  • Equity & Debt Financing
  • Recourse & Non-recourse Finance
  • Bonds; Guarantees and Letters of Credit

The Certificate

Recognition
  • Anderson Certificate of Completion for delegates who attend and complete the training course
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