Loan Structuring, LBOs & Acquisition Finance

Introduction

The Loan Structuring Course and LBOs & Acquisition Finance Training Course provides professionals with a complete and practical understanding of how organizations secure, structure, and manage complex financial arrangements. As businesses pursue growth, their demand for strategic financing intensifies—whether through traditional loans, leveraged buyouts, or acquisition-led expansion. This course equips both corporate borrowers and banking professionals with the analytical tools needed to evaluate financing options, structure loans effectively, and assess acquisition opportunities with precision. Participants gain a thorough understanding of how loans must be aligned with their purpose, repayment capacity, and risk profile. The training explores modern credit risk assessment techniques, enabling decision-makers to evaluate industry conditions, financial performance, and borrower credibility. By learning how to structure loans with appropriate pricing, terms, and covenants, bankers can reduce bad debts while corporates can secure financing that aligns with strategic objectives. Throughout the LBOs & Acquisition Finance Course, participants examine the structure and mechanics of leveraged buyouts, acquisition finance tools, and project finance arrangements. They explore topics such as equity and debt financing, mezzanine structures, shareholder impact, and the role of special purpose vehicles. By applying real-world case studies, learners strengthen their ability to analyze complex financing arrangements, recommend suitable strategies, and support long-term financial stability. The course ensures that attendees return to their roles with a clearer understanding of how to manage financial risks and structure successful financing deals.

Objectives

By completing this LBOs & Acquisition Finance Training Course, participants will strengthen their ability to evaluate and structure a wide range of financing solutions. The course enhances understanding of credit risk, loan documentation, leveraged buyout strategies, and acquisition finance structures. Professionals learn how to assess borrower requirements, match financing terms with risk exposure, and navigate the latest developments affecting corporate finance.

By the end of this Loan Structuring, LBOs & Acquisition Finance training course, participants will be able to:

• Evaluate requests for various forms of finance
• Structure loans effectively, linking price, risk, and Basle requirements
• Recommend appropriate strategies for leveraged buyouts
• Identify suitable methods to finance acquisitions
• Structure project finance contracts with clarity
• Evaluate financial issues affecting organizational performance

Training Methodology

The LBOs & Acquisition Finance Training Course is delivered through highly interactive learning techniques designed to maximize engagement and practical understanding. Participants explore case studies that reflect real financial situations, allowing them to apply tools and concepts directly to workplace challenges. In-depth discussions and guided exercises reinforce analytical capabilities and ensure participants build confidence in structuring and evaluating financial arrangements.

• Interactive presentations
• Case study analysis
• Group discussions
• Practical financial exercises
• Real-world evaluation methods

Who Should Attend?

This Loan Structuring, LBOs & Acquisition Finance Course is suitable for professionals working in banking, finance, corporate management, or consulting who engage with financial decision-making or evaluate business funding requests. It is also beneficial for individuals involved in credit analysis, compliance, treasury, investment banking, or acquisition planning. The course supports both corporate and financial-sector professionals in understanding complex financing mechanisms and making informed recommendations.

This training course will greatly benefit:

• Financial decision-makers in corporations
• Bank credit officers
• Compliance officers
• Investment bankers
• Management consultants
• Bond credit analysts
• Fund managers
• Corporate treasurers

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