A highly interactive training course on

Loan Structuring, LBOs & Acquisition

An Essential Guide to Securing Finance

Session Dates
14 - 18 Aug 2023
London, UK

Training Course Overview

This COPEX training course is an essential guide to enable finance providers and those requiring finance to evaluate or secure loans, leverage buyouts and acquisition finance. As a result bankers will be able to reduce risk, increase profitability and meet regulatory requirements. Companies requiring finance will do so more effectively and on terms which meet their needs.

Training Course Objectives

By the end of this COPEX 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 COPEX 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.

Training Course Outline

Amongst a wide range of valuable topics, the following will be prioritised:

  • Credit Risk Assessment & Credit Risk Practices
  • The Use of Financial Statements to Assess Business Risk
  • Evaluation Models in Excel
  • Loan Structure - Linking Price and Risk to Capital Adequacy & Basle Regulations
  • Leveraged Buyout (LBO’s) & Reverse Leverage Buyouts
  • Collateral/Security for a Leveraged Buyout
  • Mergers & Acquisitions
  • Valuing a Target Company
  • Project & Mezzanine Finance
  • Special Purpose Vehicle (SPV) & Parties to Project Finance Schemes

The Certificate

  • COPEX Certificate of Attendance will be provided to delegates who attend and complete the course

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