An intensive professional development training course on
Loan Structuring, LBOs & Acquisition Finance
An Essential Guide to Securing Finance
Why Choose Loan Structuring, LBOs & Acquisition Finance Training Course?
The Loan Structuring Course and LBOs & Acquisition Finance Training Course provides professionals with a complete and practical understanding of how organisations secure, structure, and manage complex financial arrangements. As businesses pursue growth, their demand for strategic financing intensifies—whether through traditional loans, leveraged buyouts, or acquisition-led expansion. This course equips both corporate borrowers and banking professionals with the analytical tools needed to evaluate financing options, structure loans effectively, and assess acquisition opportunities with precision.
Participants gain a thorough understanding of how loans must be aligned with their purpose, repayment capacity, and risk profile. The training explores modern credit risk assessment techniques, enabling decision-makers to evaluate industry conditions, financial performance, and borrower credibility. By learning how to structure loans with appropriate pricing, terms, and covenants, bankers can reduce bad debts while corporates can secure financing that aligns with strategic objectives.
Throughout the LBOs & Acquisition Finance Course, participants examine the structure and mechanics of leveraged buyouts, acquisition finance tools, and project finance arrangements. They explore topics such as equity and debt financing, mezzanine structures, shareholder impact, and the role of special purpose vehicles. By applying real-world case studies, learners strengthen their ability to analyse complex financing arrangements, recommend suitable strategies, and support long-term financial stability. The course ensures that attendees return to their roles with a clearer understanding of how to manage financial risks and structure successful financing deals.
What are the Goals?
By completing this LBOs & Acquisition Finance Training Course, participants will strengthen their ability to evaluate and structure a wide range of financing solutions. The course enhances understanding of credit risk, loan documentation, leveraged buyout strategies, and acquisition finance structures. Professionals learn how to assess borrower requirements, match financing terms with risk exposure, and navigate the latest developments affecting corporate finance.
By the end of this Loan Structuring, LBOs & Acquisition Finance training course, participants will be able to:
- Evaluate requests for various forms of finance
- Structure loans effectively, linking price, risk, and Basle requirements
- Recommend appropriate strategies for leveraged buyouts
- Identify suitable methods to finance acquisitions
- Structure project finance contracts with clarity
- Evaluate financial issues affecting organisational performance
Who is this Training Course for?
This Loan Structuring, LBOs & Acquisition Finance Course is suitable for professionals working in banking, finance, corporate management, or consulting who engage with financial decision-making or evaluate business funding requests. It is also beneficial for individuals involved in credit analysis, compliance, treasury, investment banking, or acquisition planning. The course supports both corporate and financial-sector professionals in understanding complex financing mechanisms and making informed recommendations.
This training course will greatly benefit:
- Financial decision-makers in corporations
- Bank credit officers
- Compliance officers
- Investment bankers
- Management consultants
- Bond credit analysts
- Fund managers
- Corporate treasurers
How will this Training Course be Presented?
The LBOs & Acquisition Finance Training Course is delivered through highly interactive learning techniques designed to maximise engagement and practical understanding. Participants explore case studies that reflect real financial situations, allowing them to apply tools and concepts directly to workplace challenges. In-depth discussions and guided exercises reinforce analytical capabilities and ensure participants build confidence in structuring and evaluating financial arrangements.
- Interactive presentations
- Case study analysis
- Group discussions
- Practical financial exercises
- Real-world evaluation methods
The Course Content
- Principles of Lending
- The Main Lending Facilities/Products
- Evaluating the Business & Industry Risk
- Credit Ratings
- The Use of Financial Statements to Assess Business Risk
- Evaluation Models in Excel
- Matching the Purpose, Amount, Repayments & Term
- Loan Documentation
- Loan Agreements & Covenants
- Interest Rates & Fees
- Pricing for Risk
- Linking Price and Risk to Capital Adequacy & Basle
- Leverage
- Collateral/Security for a Leveraged Buyout
- The Attributes of Good Bank Security
- Hostile Takeovers
- Reasons for LBO’s
- Reverse Leverage Buyout
- Mergers & Acquisitions: A distinction
- Valuing a Target Company
- Financing an Acquisition via Equity and Debt
- Mezzanine Finance
- Paper Finance (Stock Swap)
- The Impact on Shareholders
- What is Project Finance?
- Special Purpose Vehicle (SPV) & Parties to Project Finance Schemes
- The Structure of Project Finance Schemes for Infrastructure Projects
- Equity & Debt Financing
- Recourse & Non-recourse Finance
- Bonds; Guarantees and Letters of Credit
Certificate and Accreditation
- AZTech Certificate of Completion for delegates who attend and complete the course
In Partnership With
Do you want to learn more about this course?
© 2024. Material published by AZTech shown here is copyrighted. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.