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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

  • AZTech Certificate of Completion for delegates who attend and complete the training course

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Frequently Asked Questions

Common questions about our training courses

Credit risk assessment is addressed as a structured discipline covering the principles of lending, business and industry risk evaluation, credit ratings, and the use of financial statements to assess borrower risk. Evaluation models built in Excel are also covered, giving delegates a practical analytical toolkit rather than a purely conceptual understanding of credit risk. This gives delegates a complete foundation for assessing the risk profile of lending propositions before progressing to the more advanced structuring content.  

The LBO content goes beyond a conceptual overview, covering leverage mechanics, collateral and security requirements, the attributes of strong bank security, hostile takeovers, the strategic reasons behind LBO transactions, and reverse leveraged buyouts. Delegates gain a working understanding of how LBOs are structured from a lender's perspective — including what makes a target suitable for leveraged finance and how security arrangements protect lender exposure across different transaction structures.  

Mezzanine finance is covered as a distinct layer within the acquisition finance capital structure, addressing how it sits between senior debt and equity, what return it offers lenders relative to the risk it carries, and when it is used to bridge the gap between available senior debt and the equity required to complete a transaction. Delegates gain a working understanding of how mezzanine is structured, priced, and documented within acquisition finance transactions, which is directly relevant for those advising on or arranging complex deal financing.  

Loan structuring is addressed in depth, covering how purpose, amount, repayment profile, and term are matched to the specific financing need. Loan documentation, loan agreements, and covenant design are examined alongside interest rate structures, fees, and risk-based pricing. The link between pricing, risk, and capital adequacy requirements under Basel is also covered, giving delegates a complete understanding of how loan structures are designed to reflect both commercial and regulatory considerations.  

The course covers the full range of acquisition finance structures, including equity and debt financing, mezzanine finance, and paper finance through stock swaps. The distinction between mergers and acquisitions is addressed alongside target company valuation methods and the impact of different financing choices on shareholders. Delegates gain a practical understanding of how acquisition transactions are financed and how the choice of financing structure affects the risk, return, and governance profile of the deal for all parties involved.  

Recourse and non-recourse finance are covered as the two primary risk allocation approaches within project finance, addressing how each structure affects lender exposure, project sponsor liability, and the overall risk distribution between parties to the financing. Delegates learn how the choice between recourse and non-recourse financing shapes the security structure and covenants of a project finance scheme and what lenders require in terms of cash flow visibility and project risk mitigation before committing to non-recourse arrangements.  

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