Mergers & Acquisitions, Private Equity & Venture Capital


This program will provide expert conceptual and practical insights on the entire gamut of private equity, venture capital and mergers and acquisition. Discussions will cover aspects such as role of investment banking in M&A, VC and PE. The course covers PE investment process and phases. Understanding of valuation of startup at different stages is explained. The participant will understand mechanics of venture capital. The participant will build a deep understanding of M&A basics, valuation techniques, payment method, accounting for M&A and regulation. Case studies are given to enhance level of understanding.


On successful completion of the program, you would be awarded the professional certification in“MERGERS & ACQUISITIONS, PRIVATE EQUITY & CAPITAL” by Moody’s Analytics and EduEdgePro.


  • Comprehensive excel models of valuation
  • Exhaustive reading material covering detailed 4 sections outlined below
  • Real life case studies on M&A, VC and PE
  • Private Equity term sheets


  • Participant should be able to understand various investment strategies
  • Understand basics of Leverage Buy Outs
  • Gain knowledge of Private Equity Deal Cycle and investment phases
  • Understand Mechanics of Venture Capital
  • Participant is able to recognize deal drivers, deal steps, evaluate exchange ratio and perform M&A valuation
  • Knowledge of regulations concerning M&A


This course is aimed at those who wish to explore the more advanced aspects of Mergers and Acquisition, Private Equity and Venture Capital to build a career in the below areas:

  • M&A Consulting
  • Private Equity
  • Venture Capital
  • M&A Investment Banking
  • Corporate Finance
  • Due Diligence

Fast Facts

Certified by : Moody’s Analytics and EduEdgePro

Broad Coverage:
  • Basic of Investment Strategies-M&A, PE and VC
  • Private Equity - An Overview
  • PE Investment Process & Phases
  • Leverage Buy Outs
  • Overview of Venture Capital
  • Mechanics of Venture Capital
  • M&A Deal Steps
  • M&A Deal Drivers
  • M&A Valuation
  • Accounting for M&A and Regulations for M&A


This section introduces basics of M&A, PE and VC. It expands on the differences among these deal types and what strategy to use when. The section also covers the role of Investment Banking in M&A, PE and VC.

Investment Strategies-M&A, PE and VC
  • Understanding Investments
  • Mergers and Acquisitons
  • Private Equity
  • Venture Capital
  • Implications for Business Owners
Role of IB in M&A, PE and VC
  • Identification of a deal
  • Due Diligence
  • Valuation
  • Deal Structuring
  • Closure

In this section, Private Equity is explained in detail. Participant will be able to understand PE deal cycle investment process and phases. Valuation for early stage PE and later stage PE is also taught to be able to value startups. Further concept of LBOs is introduced. Case study on PE is given to enhance understanding on how a PE deal takes place in real life.

Private Equity – An Overview
  • Valuation approaches for Early Stage PE (Venture Capital) and later Stage Private Equity
  • Categorization by Coupon and Maturity
  • Valuation approaches for Early Stage PE (Venture Capital) and later Stage Private Equity
PE Term Sheets
  • Deal Structuring, key clauses and negotiations, FDI Issues, RBI Regulations
Leverage Buy Outs
  • Intro to leverage buyouts
  • How LBO create value
  • Risk of LBOS

The objective of this section is to give an overview of Venture Capital. This includes type of Venture Capital, role of venture capitalist etc. Types of businesses preferred by a VC are also explained. The participant will gain knowledge on the mechanics of Venture Capital which includes raising funds, series B funding, IPO and equity vs debt etc.

Overview of Venture Capital:
  • Types of Venture Capital
  • Role of Venture Capitalist
  • Types of businesses/industries preferred by Venture Capital
  • Event entitlement
Mechanics of Venture Capital
  • Raising money for startup
  • Getting a seed round from a VC
  • Series B Funding
  • An IPO
  • Equity vs Debt

This section covers basics of M&A, M&A deal steps, M&A deal drivers, payment methods, calculation of exchange ratio. Participant will be able to understand M&A valuation using free cash flow method. Accounting for M&A is also explained using examples. Participants will gain knowledge on regulations in India for M&A.

Basics of M&A
  • Different types of partnerships between two companies(JV, Strategic Alliance)
  • Advantages Disadvantages of type of partnerships
M&A Deal Steps
  • Strategic Planning, Approaching the Target Company, Valuation, Negotiation, Closure
M&A Deal Drivers
  • Synergies
  • Tax saving
  • Growth
M&A Types of Integration
  • Vertical
  • Horizontal
  • Conglomerate
  • Market Extension
Pricing a Deal
  • Vertical
  • HorizontalAs a standalone
  • Valuing Synergies
  • Estimating price premium
  • Exchange Ratio Calculation
Financing the Acquisition
  • M&A Payment Methods-Using shares or cash
  • EPS accretion and dilution: does it reflect value added?
Accounting for M&A and Regulations for M&A
  • Accounting issues
  • New developments
  • Calculating Goodwill
  • Proforma balance sheet
  • Merging income statements
  • Regulations for M&A in India


Let us bring our classes to you! Our in-house training are ideal for groups of 10 or more people. We can provide Off-the-shelf training in the form of our classic courses, or we can provide bespoke training, tailored to your organizational goals and objectives. Please contact us for further details.