Upcoming Sessions

20-24 Jan 2025London - UK$5,950
11-15 Aug 2025London - UK$5,950
08-12 Sep 2025London - UK$5,950

Training Course Overview

This Loan Structuring, LBOs & Acquisition Finance training course is vital for finance providers and those seeking finance to assess or secure loans, leverage buyouts, and acquisition finance. By completing this course, bankers can minimize risks, enhance profitability, and adhere to regulatory standards. Similarly, companies seeking finance will achieve more effective financing solutions tailored to their specific requirements.

Training Course Objectives

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

  • Structure loans in line with risk, price and regulatory requirements
  • Recommend Leverage Buyouts & Reverse Leverage strategies
  • Evaluate Target Companies and Finance Mergers & Acquisitions
  • Evaluate Methods of Finance
  • Structure Project Finance Contracts and Special Purpose Vehicles
  • Evaluate the latest financial issues affecting your organization

Designed For

This Anderson training course is suitable to a wide range of professionals but will greatly benefit:

  • Financial decision makers in corporations
  • Corporate Treasurers
  • Bank Credit Officers
  • Investment Bankers
  • Financial & Management Consultants
  • Bond Credit Analysts
  • Fund Managers

Learning Methods

To enhance learning we utilize proven adult learning technology and methods that will result in maximum retention and application.  This includes the Analysis & Evaluation of Case Studies relevant to your role and organisation presentations, discussion, practical activities, videos, team practice exercises and case studies.

Download Course Brochure in Pdf format
Download Course Brochure

Training Course Overview

This Loan Structuring, LBOs & Acquisition Finance training course is vital for finance providers and those seeking finance to assess or secure loans, leverage buyouts, and acquisition finance. By completing this course, bankers can minimize risks, enhance profitability, and adhere to regulatory standards. Similarly, companies seeking finance will achieve more effective financing solutions tailored to their specific requirements.

Training Course Objectives

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

  • Structure loans in line with risk, price and regulatory requirements
  • Recommend Leverage Buyouts & Reverse Leverage strategies
  • Evaluate Target Companies and Finance Mergers & Acquisitions
  • Evaluate Methods of Finance
  • Structure Project Finance Contracts and Special Purpose Vehicles
  • Evaluate the latest financial issues affecting your organization

Designed For

This Anderson training course is suitable to a wide range of professionals but will greatly benefit:

  • Financial decision makers in corporations
  • Corporate Treasurers
  • Bank Credit Officers
  • Investment Bankers
  • Financial & Management Consultants
  • Bond Credit Analysts
  • Fund Managers

Learning Methods

To enhance learning we utilize proven adult learning technology and methods that will result in maximum retention and application.  This includes the Analysis & Evaluation of Case Studies relevant to your role and organisation presentations, discussion, practical activities, videos, team practice exercises and case studies.

Day One: 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 Two: 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 Three: 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 Four: 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 Five: 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

    Anderson Certificate of Completion will be provided to delegates who attend and complete the course

Info & In-house Solution

For more information about this course, call or email us at:

Call us: +971 4 365 8363

Email: info@anderson.ae

Request for a Tailor-made training and educational experience for your organization now:

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