Grant Thornton cordially invites members of your firm to attend a Private Equity Associate Training. This half-day training is designed for entry level hires at Private Equity funds to get an overview of the due diligence process and other deal issues.
11:45 am – 12:15 pm Registration and Lunch
12:15 pm – 04:30 pm Presentations
04:30 pm – 06:00 pm Networking Happy Hour
The session will focus on:
Financial Due Diligence Fundamentals
A review of the overall process for financial due diligence, including: 1) the importance of financial diligence; 2) quality of earnings overview, including common issues and warning signs; 3) quality of net assets; and 4) balance sheet overview and debt-like items.
Tax Due Diligence and Structuring Fundamentals
A review of the common tax consequences of both stock and asset acquisitions. Topics will include: 1) tax rates utilized for each type of transaction; 2) successor liability treatment; and 3) tax structuring considerations, including treatment of tax attributes.
Other Deal Considerations
A review of other topics to consider within a typical deal, including: 1) working capital considerations within the Purchase Agreement; 2) operations and IT considerations, including post-closing integration; 3) valuation and purchase price allocation considerations; 4) compensation and benefits common issues; and 5) sell-side considerations vs. buy-side considerations.
We will have representatives joining us from the following companies to discuss other interesting aspects of the deal:
JLT Specialty USA
Please contact Tracy Hennesy
or +1 832 476 3737