Lending Principles in Investment Banking

Course Overview

This training course on structured and specialised financing techniques will be taught around several major topics employing in-depth analysis of all aspects related to the field. The course has a strong focus on key investment banking concepts as well as on acquisition and leverage finance principles. The focus will also be on identifying situations that call for highly leveraged finance solutions (typically acquisitions or long dated projects) and the design and pricing of various loans and mezzanine instruments that support such transactions.

Examples of such situations include management buyouts, financing acquisitions, defensive financial restructuring, recapitalisations and asset-based financing techniques. The financing techniques for projects, using large sums of long tenor debt, will also be covered. A catalyst for leveraged buyouts and a means to enhance equity returns is the so- called mezzanine finance that falls between senior debt and pure equity.

This training course explains why and when project sponsors, management teams or private equity investors can employ sizable amounts of debt and in what form. The course is mainly from a financier’s vantage point and will reveal the thinking and considerations of lenders to such transactions.

In this information-packed event of instruction and application, we offer an economic analysis of the valuation and price negotiations in acquisitions, determining the sources and uses of a funding deal, an insight into when these transactions succeed, pay down and exit strategies, methods of cash-flow modelling and a framework for choosing among alternative leverage and mezzanine techniques.

The course also includes various examples of actual financings and offers hands-on exercises which will give participants the opportunity to augment their understanding of deals through group work, presentations and discussions.

Learning Objectives

At the end of the course participants will have a record of their own work and a permanent record of the steps they have taken to create their own finance models.

Participants will understand:

  • Key concepts of highly geared finance transactions ê How acquisitions and ring-fenced borrowers are structured
  • The detailed functioning of levered deals
  • The impact of using different debt and equity instruments
  • How to analyse leveraged acquisitions and buy outs
  • The essential principles involved in modelling levered structures.

The time on the course is designed to provide participants with the tools they need to continue with their own efforts to design leveraged transactions as they return to their workplace.

Who Should Attend?

Banking industry, legal and finance professionals responsible for structuring, implementing, managing, managing the credit risk, marketing or evaluating leveraged transactions.

 

Johan Koorts from Absa’s corporate and investment banking division has a well-established background in the financial services industry and qualified as a chartered accountant in 2005 after completing his articles with KPMG Johannesburg and New York. He was subsequently employed by investment banks Merrill Lynch (now part of Bank of America) and Credit Suisse in...
Leave a Reply











    By clicking Download, you acknowledge that your personal information and any information shared in this form will be processed for direct communication and marketing from Masterclass Events (Pty) Ltd only. We will not distribute any of the information that you have shared with us to any third party. You do have the right to unsubscribe or opt-out of our direct marketing at any point in time.
    I accept the Terms and Conditions as above








      Company details








      Name of authorised manager







      Delegate






      Terms and Conditions

      Payment Methods: Kindly note that payment is required no later than 14 days from invoice date. In the event of nonpayment, Masterclass Events reserves the right to cancel the booking and the full amount under disagreement will be due and payable.

      Confirmation Details: Upon reception of your booking, we will e-mail each registered person our delegate confirmation pack. This pack will include venue information with a map and specific event details. If you have not received confirmation within one week of booking, kindly contact us on 012 654 8615 for assistance. Delegate fees include all workshop materials, lunch and refreshments for each day. Please note that hotel accommodation and travel are not included in the price. We can offer travel and hotel booking assistance if required. If you require any travel assistance please contact us.

      Cancellation and Transfer Policy: Delegates unable to attend the event may send a substitute delegate in their place. Please send written details of substitution. Written cancellations must be received more than 10 working days prior to the date of the event and will be liable for 50% of the event fee. Failure to cancel, or cancellations received 10 working days or less prior to the event date, will result in liability for the full event fee. Masterclass Events reserves the right to alter the program and speaker details without notice.

      R13 995.00 (Ex. VAT) (ZAR) or
      $970.00 (USD) (all Inclusive)

      3+ delegates: 10% group discount
      6+ delegates: 15% group discount
      12+ delegates: 20% group discount

      Event Details
      Testimonials

      Friendly

      The friendliness and efficiency of staff blew me away.

      Rand Merchant Bank

      Brilliant

      It was a brilliant workshop, the best I have attended recently.

      South African Bank Note Company

      Great Course

      Thanks for a great course. I thoroughly enjoyed myself and your staff were excellent.

      Liberty Life