Set early warning indicators that flag deterioration in leveraged acquisition finance.
Building Leveraged Financing Strategies for Acquisition Deals
Move leveraged acquisition finance from general awareness to a repeatable, reviewable practice.
Course Overview
The audit trail behind leveraged acquisition finance matters as much as the decision itself. Capital, liquidity and reputation are all exposed by weak handling of this aspect of financial and banking practice. Participants take away a working set of documents supporting the practice within financial and banking practice, ready to be adapted internally. Participants test their assumptions about leveraged acquisition finance against scenarios designed to break weak ones. Plans for this part of financial and banking practice often fail at the handover point between functions. The programme suits teams tackling this strand of financial and banking practice together as readily as individuals attending alone. The programme converts leveraged acquisition finance from an area of general awareness into a set of repeatable practices. Applied research in financial and banking practice consistently shows that early structure around this area of financial and banking practice reduces downstream rework. The course ends by identifying what the participant will stop doing to make this aspect of financial and banking practice sustainable.
Expected Learning Outcomes
Adapt recognised practice on leveraged acquisition finance to local constraints without hollowing it out.
Validate the assumptions inside any model supporting leveraged acquisition finance.
Establish what evidence would demonstrate that leveraged acquisition finance is under control.
Integrate leveraged acquisition finance into existing management routines rather than running it separately.
Stress test leveraged acquisition finance against scenarios that are plausible rather than comfortable.
Build the client due diligence and monitoring appropriate to leveraged acquisition finance.
Who Should Attend
Board risk committee members overseeing leveraged acquisition finance.
Finance managers reporting on leveraged acquisition finance.
Financial technology and change staff modernising leveraged acquisition finance.
Risk managers responsible for leveraged acquisition finance.
Project and programme managers whose delivery depends on leveraged acquisition finance.
Risk managers assessing the exposure created by leveraged acquisition finance.
Course Modules
Leveraged acquisition finance: capital, liquidity and balance sheet effect
2 sessions · 8 pointsSession 1Evidencing that leveraged acquisition finance worked as designed
- Name a single owner for each element of leveraged acquisition finance.
- Check the legal and contractual exposure created by leveraged acquisition finance.
- Check that records of leveraged acquisition finance answer the questions likely to be asked.
- Review concentration by counterparty, sector and geography inside leveraged acquisition finance.
Session 2What to measure in leveraged acquisition finance and what to ignore
- Establish the boundary of leveraged acquisition finance and record what sits outside it.
- Assess the capital consumed by leveraged acquisition finance under current and stressed conditions.
- Confirm that contractual obligations around leveraged acquisition finance are understood.
- Draft the minimum viable control framework for leveraged acquisition finance.
Leveraged acquisition finance: reporting that supports a decision
2 sessions · 8 pointsSession 1Pricing leveraged acquisition finance for the risk actually taken
- List the assumptions in any model supporting leveraged acquisition finance and when each was last challenged.
- Compare the cost of leveraged acquisition finance with the cost of its absence.
- Rehearse the briefing on leveraged acquisition finance that would follow an incident.
- Confirm segregation of duties across initiation, approval and settlement of leveraged acquisition finance.
Session 2What leveraged acquisition finance does to capital and liquidity under stress
- Identify the data already collected that bears on leveraged acquisition finance.
- Agree who signs off leveraged acquisition finance and record that they did.
- Document the remediation plan for each known weakness in leveraged acquisition finance.
- Confirm regulatory reporting on leveraged acquisition finance is complete, timely and reconciled.
Leveraged acquisition finance: stress testing and scenario analysis
2 sessions · 8 pointsSession 1The early warning on leveraged acquisition finance that arrives in time
- Verify reconciliation and settlement controls covering leveraged acquisition finance.
- Set out the decisions in leveraged acquisition finance that require sign-off and by whom.
- Check that leveraged acquisition finance still works when volumes rise unexpectedly.
- Record the rationale for each significant choice made about leveraged acquisition finance.
Session 2The decisions in leveraged acquisition finance that cannot be delegated
- Confirm client due diligence standards applied to leveraged acquisition finance are current.
- Estimate the resource leveraged acquisition finance requires to run as designed.
- Rank the weaknesses in leveraged acquisition finance by consequence rather than by ease of fixing.
- Plan the sequence in which improvements to leveraged acquisition finance will be introduced.
Leveraged acquisition finance: measurement, models and their assumptions
2 sessions · 8 pointsSession 1Closing out leveraged acquisition finance and capturing what was learned
- Set early warning indicators for leveraged acquisition finance with defined action thresholds.
- Review whether leveraged acquisition finance is aligned with the objectives of the business line.
- Design the exception process for leveraged acquisition finance and require a documented rationale.
- Check the accounting treatment applied to leveraged acquisition finance against current standards.
Session 2Stress scenarios for leveraged acquisition finance that are plausible rather than convenient
- Map the handovers in leveraged acquisition finance between functions and secure them.
- State the risk appetite for leveraged acquisition finance as a number, not an adjective.
- Prepare the evidence pack demonstrating leveraged acquisition finance operated as designed.
- Identify the key controls over leveraged acquisition finance and who tests them.
Choose the package that suits you
Silver Package
At least 3 people
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
We will contact you within one business day to confirm.