| 日期 | 時間 | 講授內容 | 教席 | 地點 |
|
08/08(五)
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09:00~10:50
|
Session 1 : INTRODUCTION TO M&A BEST
1.Common Drivers of M&A Activity
2.The M&A Deal Team
3.Overview of the M&A Deal Process to Announcement
4.Intro to Due Diligence
5.Typical Due Diligence Scope
6.Red Flag Issues and Keys to Success in Due Diligence
7.Impact of Due Diligence Findings
8.Financial Analysis in M&A Transactions
9.Intro to M&A Contracts
10.Reps and Warranties
11.Closing Conditions and MAC Clause
12.Indemnity and Damage Mitigation
13.Keys to Successful M&A Negotiations
|
Benjamin Lee
Morgan StanleyExecutive Director
|
臺北六福皇宮飯店(Westin Taipei)B2 大觀殿
台北市南京東路3段133號
|
|
08/08(五)
|
11:00~12:00
|
Session 2: CASE STUDY
|
粘傑評
摩根士丹利董事總經理
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上課地點~
同上
|
|
08/08(五)
|
13:30~15:00
|
Session 3: Evaluating Deals from Financial and Accounting Perspectives
1.Purpose and Importance of financial due diligence(FDD)
2.Differences between FDD and Audit
3.Quality of Earnings and Net Assets
4.Linkage between FDD and Sales and Purchase Agreement (SPA)
5.Implications from the "Purchase Accounting"
|
翁麗俐
資誠聯合會計師事務所合夥人/執行董事
|
臺北六福皇宮飯店(Westin Taipei)B2 大觀殿
台北市南京東路3段133號
|
|
08/08(五)
|
15:01~16:30
|
1.Tax structuring
2.Tax due diligence (TDD)
3.Tax incentives available in M&A
|
劉欣萍
資誠聯合會計師事務所合夥會計師
|
臺北六福皇宮飯店(Westin Taipei)B2 大觀殿
台北市南京東路3段133號
|
|
08/09(六)
|
09:00~16:30
|
1.Establish internal working group and secrecy procedures
2.Confidentiality agreement
3.Internal evaluation of “pitch book”
4.Determine Target’s preferred structure for the acquisition.
5.Assemble other primary professional advisors for Buyer
6.Buyer’s proposal/term sheet or letter of intent; assess timeframe for signing and closing
7.Assemble local advisors and begin pre-signing due diligence
8.Preparation and negotiation of primary agreements
9.Preparation and negotiation of financing and financing documents
10.Adjust timeframe for signing and closing
11.Finalize definitive agreements
12.Apply for possible regulatory approvals
13.Other local matters affecting closing
14.Closing
15.Post-Closing Matters
|
張溢修
協合國際法律事務所美國律師
|
臺北六福皇宮飯店(Westin Taipei)B2 大觀殿
台北市南京東路3段133號
|