M&A and Value Creation with Excel 

Date and cost of the workshop 

  • Duration: 2 days = 16 teaching hours (1 teaching hour = 45 minutes)
  • Date: 23-24 June 2020, 9 a.m. to 4 p.m.
  • Price: PLN 1600 (gross - rate exempt from VAT)
  • Price with discount for Kozminski University graduates: PLN 1440 (gross - rate exempt from VAT)

Overview 

Mergers and Acquisitions generate huge benefits, especially in times of crisis, if the inherent risks are managed properly. This is a complex process, which requires a precise value creation strategy before an M&A decision is actually made, and a detailed estimate of targets’ company value to avoid the risk of overpaying for the synergy and growth potentials. Our highly practical workshop will lead you quickly from the basics of M&A process optimisation to the more advanced valuation methodologies and modelling techniques.

Target group 

This workshop is aimed at those with basic financial background who wish to explore more aspects of business valuation methodologies, including:

  • Equity research professionals / Equity analysts
  • Financial Controllers, 
  • M&A professionals
  • Private Equity & Venture Capital specialists,
  • Portfolio managers-corporate restructuring,
  • Commercial and investment bankers,
  • Securities analysts,
  • Investment officers,
  • Corporate treasurers,
  • Business analysts,
  • Consultants / Business advisors

Instructors 

Franjo Mlinaric, Ph.D. is an assistant professor and the Head of Finance and Accounting Programs at Kozminski University in Warsaw. He is an experienced consultant with international expertise in the private and public sector. He served as a vice-dean at FEB UM (Slovenia) and managed a BI start-up Bizintell. For almost two decades, he runs a private research institute iRDM.

A leading economic advisor for various key national projects (motorway and telecommunications infrastructure, airport infrastructure and strategic investment in the development of the automotive industry) and author of economic impact studies based on new legislation. He was a founding member of the Slovenian Corporate Treasurers Association and lecturer at the Slovenian Institute of Chartered Accountants in Ljubljana and is a member of the Examination Board for court experts at the Ministry of Justice in Slovenia.

He is an experienced court expert in matters related to M&A, valuation, restructuring, business damages and structured financial products. His research focuses on sustainable business models and value creation, as well as the issues of business restructuring and the economic effects of public investment. He co-authored many books and articles.
https://www.linkedin.com/in/franjo-mlinaric-phd-5710802/

Paweł Mielcarz, Ph.D.

  • is a professor at Kozminski University in Warsaw, where he is the Head of the Department of Finance, the Substantive Coordinator of MBA studies for Financiers and postgraduate financial studies. While working at the University, he was also the deputy director of the College of Management and Finance, where he was responsible for the development of financial studies conducted in English.
  • As a consultant, he took part in several hundred consulting projects and training sessions in the field of broadly understood corporate finances. As a court expert, he also prepared expert opinions in court, prosecutor's and arbitration proceedings and those conducted by the Polish Financial Supervision Authority. In his professional career, Professor Mielcarz was a member of several supervisory boards of companies.
  • In his scientific work, he mainly deals with issues of enterprise value management, company valuation, projects and real options. He is the author or co-author of several dozen scientific articles and two books. Professor Mielcarz has taught at several European business universities and permanently cooperates with ESSCA - School of Management. He completed, among others, Global Colloquium on Participant - Centered Learning and Case Study Workshop programs organized by Harvard Business School.

https://www.linkedin.com/in/pawelmielcarz/

Program highlights 

  • Benefiting from M&A opportunities in times of crisis
  • Finding the right target company
  • Latest M&A best practice demonstrated on real-life cases
  • Synergy planning and risk management during the M&A process
  • Practical approach to DCF based valuation models
  • Using comparative (relative) valuation
  • Valuing privately-held company and publicly-held corporation
  • Valuation for the purpose of acquisition
  • Optimization of the capital structure in the process of value creation

Benefits for You & CO. 

After completion of the workshop you will be able to:

  • Create a viable M&A story and control the key risks
  • Manage any complex M&A process
  • Cope with key stakeholders
  • Prepare a realistic synergy plan
  • Value companies using several alternative fundamental valuation models
  • Make consistent forecasts of financial statements
  • Critically scrutinize and evaluate financial forecasts and valuations

Contact: 
Agnieszka Marciniuk

International Relations Manager