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Risk Management in Corporate Finance and M&A

Gain a practical, end-to-end understanding of M&A and corporate finance risks - learn how to identify, structure, and mitigate them effectively using real-world successes and failures.

A towering skyline of two tall twin glass buildings looking up high at the sky

A one-day course presented over two-half days in a virtual class

In-house pricing available – often more cost-effective for teams of 10+
pdf Download:   Course Outline

Module 1: Introduction to Risk in Corporate Finance & M&A

  • Welcome & course objectives
  • Key risk categories: financial, operational, strategic, compliance, and integration risks
  • The role of risk management in transaction success
  • Case study: A high-profile M&A failure (e.g., AOL-Time Warner, HP-Autonomy, Bayer-Monsanto)

Module 2: Pre-Deal Risk Assessment & Due Diligence

  • Identifying red flags in financial statements and business models
  • Due diligence checklist: financial, legal, tax, and cultural risks
  • Valuations risks: overpayment, incorrect assumptions, DCF pitfalls
  • Workshop: Analysing a target company’s risk profile

Module 3: Financing & Structuring Risks

  • Debt vs. equity financing risks
  • Leverage and liquidity risks
  • Deal structuring: earn-outs, escrows, and contingent considerations
  • Regulatory and antitrust risks
  • Interactive scenario: Structuring a deal to mitigate financing risk

Module 4: Integration & Post-Merger Risks

  • Cultural clashes and talent retention risks
  • Synergy realization risks
  • IT and operational integration challenges
  • Measuring post-merger performance
  • Case study: Successful integration example (e.g., Disney-Pixar)

Module 5: Risk Mitigation Strategies & Tools

  • Risk allocation via representations, warranties, and indemnities
  • Insurance solutions (W&I insurance, tax insurance)
  • Using financial models for sensitivity and scenario analysis
  • Developing a risk management playbook for transactions

Wrap-Up & Q&A

  • Key takeaways
  • Open discussion and participant questions
  • Additional resources and further learning

Redcliffe's trainer is the Managing Director of an international advisory company specialising in advisory and development services to the corporate, banking and finance industry, which he has owned for the past 17 years. He is an experienced corporate finance professional with practical experience and extensive knowledge of corporate and structured finance in global financial markets.

He is a Visiting Fellow in the M&A department and Programme Director at Executive Development, Sir John Cass Business School, London, a member of the Visiting Faculty at Fuqua Business School and has previously worked as an advisor to the Overseas Development Administration in the UK, as well as EU PHARE and TACIS programmes throughout Europe and Russia.

The trainer’s main areas of expertise are corporate finance, M&A, corporate analysis and structured finance, asset securitization, risk management, valuation, corporate credit processes, project finance and treasury management. He currently works with many global corporate and banking clients in these areas and he also acts as an Expert Witness for London law firms in respect of his areas of expertise.

The list of global clients is extensive and covers both European, Middle East, African and Asian markets. In the corporate market, he works extensively with large corporate clients, private equity firms, private investors as well as public sector companies such as the NHS and major law firms. He provides advisory and development services to these organisations, either through the relevant departments or directly to the senior line management.

He is also a well-known figure within the various training and development companies within Europe and regularly gives seminars throughout the world on his specialist topic areas and is a recognized expert in this area by many organisations.

He was previously the Managing Director of a subsidiary of Union Plc, a London merchant bank having previously worked with several high-profile global investment banks. He left Union Plc in 1996 to form his own international advisory Company.

The list of financial institutions and corporates with whom he has worked over recent years is extensive and includes: Allied Irish Bank, Alpha Bank, Bank of America Merrill Lynch, Bank of China, Barclays, Bayern LB, BT plc, Citibank, China Construction Bank, Credit Agricole, Credit Suisse, Danone, DECC, Deloitte, Dexia, Emirates Bank, E&Y, Euler Hermes, First Gulf Bank, FSA London, Garanti Bank, HBOS, Hohhot Bank Mongolia, HSBC, HVB, Iccrea Banca, Intesa SanPaolo, Central Bank of Ireland, KPMG, L’Oreal, Malta FSA, Mongolian Stock Exchange, Morgan Stanley, Mubabdala, NHS and many others.

  • Identify and assess risks at each stage of a corporate finance/M&A transaction.
  • Apply due diligence and valuation techniques to uncover hidden risks.
  • Design deal structures and post-merger plans that mitigate key risks.
  • Develop a practical risk management framework for future transactions

  • Broaden your understanding of the risks involved in corporate transactions
  • Give a more holistic view of the process and the pitfalls
  • Understand how to avoid or mitigate the risks involved
  • Learn from previous examples of poor execution or failure to identify risk issues

Finance professionals, M&A advisors, corporate development teams, and business leaders involved in transactions.  The programme will be most useful for participants who have a current involvement in transactions but need a more detailed review of the whole process and an understanding of the broader risks involved and the mitigants which can be used.

M&A and corporate finance transactions pose many risks for participants and there are multiple examples of problems which historically have been experienced.  This course addresses the multiplicity of risks which are encountered both pre deal, during the transaction and post the completion of the transaction.  There will be examples of both good and bad practice using real corporate transactions to illustrate the concepts being discussed. 

Number of places:

£ 1390.00

Discounts available:

  • 2 places at 20% less
  • 3 places at 30% less
  • 4+ places at 40% less
  • Select the number of course places and dates to automatically calculate the discount
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