Loan Structuring, LBOs & Acquisition Finance

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Classroom sessions
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Course Introduction

This Loan Structuring, LBOs & Acquisition Finance training course is designed for finance professionals and businesses looking to improve their understanding of loan structuring, leveraged buyouts, and acquisition financing. Whether you are evaluating credit proposals, arranging financing, or preparing for mergers and acquisitions, this course provides essential insights into how loans are structured to match risk, pricing, and regulatory standards.

Participants will learn how to build robust financial models, analyze credit risk, and design financing solutions that protect both lenders and borrowers. Bankers will benefit from improved risk assessment and better loan structuring, which helps reduce default rates and increase profitability. Meanwhile, corporates and business owners will gain practical skills to negotiate favorable terms and secure funding aligned with their strategic goals.

  • Understand how to structure loans for different business needs
  • Learn best practices in credit risk assessment and loan documentation
  • Explore leveraged buyouts and reverse leveraged buyout strategies
  • Master acquisition finance options including debt, equity, and mezzanine funding
  • Gain practical knowledge on project finance, SPVs, and non-recourse finance

Objectives

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

  • Structure loans that align with risk, pricing, and regulatory requirements
  • Recommend appropriate leveraged buyout (LBO) and reverse leverage strategies
  • Evaluate target companies and finance mergers and acquisitions effectively
  • Assess various financing methods and select the most suitable option
  • Structure project finance contracts and set up Special Purpose Vehicles (SPVs)
  • Identify and evaluate the latest financial issues impacting their organization

Training Methodology

This training course uses a practical and interactive approach to ensure participants gain hands-on skills in loan structuring and acquisition finance. Through a combination of real-world case studies, group discussions, and scenario-based exercises, learners will apply concepts to realistic financing situations. The course is designed to develop both technical understanding and practical decision-making skills.

Participants will also work with Excel-based evaluation models to assess credit risk, determine pricing, and analyze cash flow scenarios. The training includes step-by-step walkthroughs of loan documentation, covenants, and project finance structures. By the end of the course, attendees will be confident in applying these tools to real-life lending and investment decisions.

Who Should Attend?

This COPEX training course is ideal for professionals involved in corporate finance, lending, and investment decision-making. It is especially valuable for those who evaluate credit proposals, structure financing deals, or support mergers and acquisition transactions.

The course is suitable for:

  • Financial decision makers in corporations
  • Corporate treasurers and finance managers
  • Bank credit officers and relationship managers
  • Investment bankers and deal advisors
  • Financial and management consultants
  • Bond credit analysts and risk specialists
  • Fund managers and investment analysts

Course Outline

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

Certificate

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

Material published by Copex shown here is copyrighted. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.

Whats Makes Copex Courses Unique?

COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.

Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.

Related Categories

Finance & Accounting

Frequently Asked Questions

This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.

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Improved Job Performance: Enhance your productivity, efficiency, and job satisfaction.
Personal Growth: Develop valuable personal and professional skills that can benefit you in all areas of life.

Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.

Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.

Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.

Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.

Enquiry

We can customize this training course for you!

At Copex Training, we offer customizable courses designed to fit your specific needs. whether it's refining procurement practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.

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