9 Class Hours
Instructor: Blake Crow
Why this course is important:
Capital management is a critical component of a bank’s financial health and long-term growth strategy. This course provides essential knowledge on capital planning and mergers & acquisitions (M&A), equipping future leaders with the tools to make informed financial decisions that drive sustainable growth and stability.
This course will provide an overview of M&A activity and the trends in deal pricing, deal provisions and key negotiating areas that have emerged in recent deals, and a summary of the preferred deal structures and potential issues that any buyer or seller must consider when structuring a M&A transaction. The course will cover the regulatory process for obtaining approvals, with a special focus on recent timelines, special areas of concerns flagged by regulators in recent transactions and special term and conditions that have been imposed by regulators.
Key takeaways of this course:
- Gaining familiarity with various pricing methodologies and their application
- Evaluating the anticipated impact of a transaction on financial performance
- Understanding the impact of deal structure on overall transaction return
- Identifying key expectations in the regulatory approval process
- Determining the impact of a transaction on regulatory capital
Annual School Session
Second Year Elective Course
Competency: Financial Management & Strategy