Target Audience
This course is aimed at all individuals who are involved in acquisitions, including:
- Private equity and venture capital investment professionals
- In-House lawyers
- Accountants
- Lawyers
- Managing Directors
- Finance Directors
Course Programme
Opening address
- The importance of due diligence to both investors and portfolio companies
- How to run an efficient due diligence process
Financial due diligence, PwC
- Financial due diligence explained
- What is the process?
- Ensuring you are getting value for money
- How to get the most out of financial due diligence
- What should you be looking at?
Legal due diligence, Paul Hastings (Europe) LLP
- Justification for legal due diligence
- interaction with valuation
- identification of structuring issues, risks and liabilities
- Legal due diligence in different types of transactions
- Identifying and avoiding the pitfalls
Tax due diligence, PwC
- What are the potential risks
- What should you hope to get out of the process
- Looking at the deal and ways of reducing the tax
- Post deal - how to ensure you get the best structure
Commercial due diligence, Grant Thornton LLP
- Commercial due diligence explained
- The when, why and how of commercial due diligence
HR due diligence
- Looking at the business and all of its employees
- Cost implications - have you thought of everything?
- Assessing any potential problem areas
- HR due diligence checklist
IT due diligence, Intuitus Limited
- The impact of IT on company value
- Key questions in scoping an IT due diligence engagement
- Case studies (value added in past engagement)
Pensions Due Diligence, Punter Southall Transaction Services
- An explanation of the documentation needed to undertake pensions DD
- UK defined benefit liabilities:
- Past and future problems
- Possible obstacles to change
- UK defined contribution issues & overseas pension arrangements
- Pricing
Environmental due diligence, Waterman Group
- Environmental due diligence explained
- Roles and responsibilities
- What should you be looking for
- The results
- What happens next
Insurance due diligence, Willis Group
- Why risk and insurance due diligence
- Impact on deal value
- Technical aspects during the transaction
- Post-completion issues to consider
