CAIIB · ABFM

18 c DEAL STRUCTURING AND FINANCIAL STRATEGIES

Chapter notes, video classes, MCQ practice tests and quick-revision one-liners for Advanced Business and Financial Management — CAIIB.

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Q

What is deal structuring in the context of mergers and acquisitions?

A

Deal structuring refers to the process of designing the terms, conditions, and financial arrangements of an M&A transaction, including payment mode, consideration type, legal form, and risk allocation between parties.

Q

What is a definitive agreement in M&A deal structuring?

A

Legally binding contract finalizing all terms of the transaction.

Q

What are the primary forms of consideration used in M&A deal structuring?

A

The primary forms of consideration include cash payment, stock-for-stock exchange, a combination of cash and stock, earnouts, debt instruments, and assumption of liabilities.

Q

What is a letter of intent (LOI) in M&A transactions?

A

Non-binding document outlining key terms before final agreement.

Q

What is an earnout arrangement in M&A deal structuring?

A

An earnout is a contingent payment mechanism where a portion of the acquisition price is paid to the seller based on the target company achieving specified future financial milestones such as revenue or EBITDA targets.

Q

What is a Special Purpose Acquisition Company (SPAC) in deal structuring?

A

Blank-check company formed to raise capital for acquiring another business.

Q

What is the difference between an asset purchase and a stock purchase in deal structuring?

A

In an asset purchase, the buyer acquires specific assets and liabilities of the target, while in a stock purchase, the buyer acquires the entire entity including all assets, liabilities, and contingent obligations by purchasing the shares.

Q

What is a vendor due diligence report in M&A?

A

Seller-commissioned report assessing business before buyer's own due diligence.

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