Financing the Acquisition: Sources and Implementation

Wednesday, October 28, 2015

1:30 p.m. Central time (CT) and 2:30 p.m. Eastern time (ET)

Program Description

In middle market M&A transactions, securing capital and the best financing terms for an acquisition very often present a unique set of challenges.  Regardless of market conditions, buyers and sellers must collaborate to define the most appropriate financing structure often times involving a combination of seller financing, earnouts, third-party financing, and equity.  This webinar outlines the process of defining an appropriate financing structure for an M&A transaction.  It explores topics such as potential funding sources and structures, debt capacity of acquisition targets, capital stack layers, and best practices on how to structure the various sources of financing to minimize capital costs.  Other financing options such as LBOs, SPACs, and partnering with private equity groups are also discussed.  

Learning Objectives

After completing this webinar, attendees will be able to:

Who Should Attend

Investment bankers, M&A advisors, investment and financial analysts, CPAs, financial officers, CEOs, CFOs, transaction lawyers

Presenter(s)

Enrique C. Brito, MBA, CFA, CVA, CM&AA
Mr. Enrique C. Brito is Partner and Practice Leader of Corporate Advisory Services at Tatum, an executive advisory firm in the Washington DC area. He is also Managing Director at Kaizen Consulting Group, an M&A advisory firm based in Reston, Virginia. Previously, he was Senior Managing Director at The McLean Group, LLC, a national middle market investment bank in Washington DC.  

Mr. Brito focuses on advising owners of middle market businesses on how to maximize and harvest business value through the implementation of growth strategies (acquisitions, capital formation, value enhancement) and transition plans (preparation for sale, transaction structuring and negotiation).  

Mr. Brito has more than 25 of experience in investment banking and corporate finance and has been involved in transactions in the U.S. and in several Latin American countries including Mexico, Venezuela, Colombia, and Peru. He is a national instructor in M&A, negotiation and business valuation topics and is a regular contributor to local business publications as well as a speaker at national conferences on M&A topics.

CPE Credit

Program Level: Intermediate Prerequisites: Previous training or research on subject matter being taught. Advanced Preparation:Some M&A transaction experience involving corporate acquisitions and/or divestitures.                  
Delivery Method: Group Internet-Based CPE Credits: One (1) Hour Fields of Study:Specialized Knowledge & Applications

Buy Now