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Accounting & Finance Investment Management

Certificate for Module (Merger and Acquisition Series: Strategies Issues)
證書(單元:企業併購與整合系列之策略事宜)

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
FN085A
Application Code
2180-FN085A

Credit
9
Study mode
Part-time
Start Date
06 Apr 2024 (Sat)
Duration
30 hours
Language
English
Course Fee
HK$9000
Deadline on 22 Mar 2024 (Fri)
Enquiries
2867 8476
2861 0278
Apply Now
Application for Apr 2024 class is now open!!

Highlights

The programme aims to explain and evaluate the major strategic issues involved in the M&A process. The programme focuses on analyzing a wide range of business-oriented considerations in any M&A activities such as how to determine the considerations and ownership structures. At the end of the programme, the students are expected to develop a sense of appreciation of the significant issues affecting the success and failure of a M&A deal.

Programme Details

On completion of the programme, students should be able to

1.identify the motives underlying a M&A deal;

2.examine the criteria and the terms and conditions for developing successful strategies in M&A;

3.critically analyse the defensive tactics in a M&A deal.

 

Course Syllabus

A.M&A Overview

•The need for M&A

•Reasons for M&A

•How to plan for value

•Synergies in M&A

•Reasons for the failure of most M&A deals

B.M&A Transaction Process

•Choose the right target

•Criteria for entering a deal or developing winning strategies

•Due diligence

•Valuation

C.Deal Terms

•Consideration: Amount

•Consideration: Form (Shares/Cash/Assets)

•Size of the stake (Wholly owned, Majority or Minority)

•Ownership Structure

•Control/Management

•Corporate Governance

•Warranties

•Other Structural Issues

•Issues in Integration

•Post-Merger Management

•What if the deal goes wrong?

D.Defensive Tactics

•Corporate restructuring

•Insolvency arrangements

 

Assessment

  • Group Presentation with Written Report
  • Upon successful completion of the programme, students who have passed the assessment with attendance no less than 70% will be awarded within the HKU system through HKU SPACE a Certificate for Module (Merger and Acquisition Series: Strategies Issues).

 

Lecturer

Mr. Alvin Ho

Mr. Alvin Ho is an experienced investment principal with demonstrated track records in M&A, private equity, and fundraising. He currently splits his time between managing a portfolio of private equity investments and institutional investing, and handholding start-ups and grown-ups seeking new iterations. In addition, he has served as a board member for HK and PRC-listed companies spanning fintech, life services, healthcare, mining, rare earth development, industrial printing, and property development. He is a member of the investment committees for foundations, platforms, and funds including Croucher Foundations and AngelHub. In addition to being a Fellow of the Hong Kong Institute of Directors, Alvin is the President of the CFA Society Hong Kong.

Mr. Ho was previously the legal representative for RMB funds incorporated in Beijing and Chengdu. Joining the firm in the late 1990s, Alvin was the Head of China for the private equity growth funds managed by CLSA Capital Partners. At his time, the funds invested in companies that now become blue chips in India, Singapore, and HK.

Mr. Ho received the certificate of graduation for a Ph.D. in Finance at the Shanghai University of Finance and Economics. He holds an EMBA degree from Tsinghua University and a Masters in Finance from London Business School. He has authored books in Chinese on the economics of sports, the latest being Superstar Economics.

Application Code 2180-FN085A Apply Online Now
Apply Online Now

Days / Time
  • Saturday, 2:00pm - 5:00pm

Class Details

2024 April class

Lecture  Date Time
1 6 Apr 2024 (Sat)

11AM - 5:30PM

(Lunch break at 1PM)

2 13 Apr 2024 (Sat)

11AM - 5:30PM

(Lunch break at 1PM)

3 20 Apr 2024 (Sat)

11AM - 5:30PM

(Lunch break at 1PM)

4 27 Apr 2024 (Sat)

11AM - 5:30PM

(Lunch break at 1PM)

5 4 May 2024 (Sat)

11AM - 5:30PM

(Lunch break at 1PM)

 

Entry Requirements

Applicants shall hold:

(i)a relevant bachelor’s degree awarded by a recognized university or equivalent; or

(ii) a relevant Associate Degree / Higher Diploma or equivalent, and have at least 2 years of related work experience.

Applicants with other qualifications will be considered on individual merit.

Fee

Application Fee

HK$150 HK$150 (Non-refundable)

Course Fee
  • Course Fee : HK$9000

CEF

  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Certificate for Module (Merger and Acquisition Series: Strategies Issues)
證書(單元:企業併購與整合系列之策略事宜)
COURSE CODE 33C142147 FEES $9,000 ENQUIRY 2867-8476
Continuing Education Fund Continuing Education Fund
This course has been included in the list of reimbursable courses under the Continuing Education Fund.

Certificate for Module (Merger and Acquisition Series: Strategies Issues)

  • This course is recognised under the Qualifications Framework (QF Level [5])

Apply

Online Application Apply Now

Application Form Download Application Form

Enrolment Method
Payment Method
1. Cash, EPS, WeChat Pay Or Alipay

Course fees can be paid by cash, EPS, WeChat Pay or Alipay at any HKU SPACE Enrolment Centres.

2. Cheque Or Bank draft

Course fees can also be paid by crossed cheque or bank draft made payable to “HKU SPACE”. Please specify the programme title(s) for application and the applicant’s name.. You may either:

  • bring the completed form(s), together with the appropriate course or application fees in the form of a cheque, and any required supporting documents to any of the HKU SPACE enrolment centres;
  • or mail the above documents to any of the HKU SPACE Enrolment Centres, specifying  “Course Application” on the envelope.  HKU SPACE will not be responsible for any loss of payment sent by mail.
3. VISA/Mastercard

Applicants may also pay the course fee by VISA or Mastercard, including the “HKU SPACE Mastercard”, at any HKU SPACE enrolment centres. Holders of the HKU SPACE Mastercard can enjoy a 10-month interest-free instalment period for courses with a tuition fee worth a minimum of HK$2,000; however, the course applicant must also be the cardholder himself/herself. For enquiries, please contact our staff at any enrolment centres.

4. Online Payment

Online application / enrolment is offered for most open admission courses (course enrolled on first come, first served basis) and selected award-bearing programmes. Application fees and course fees of these programmes/courses can be settled by using "PPS by Internet" (not available via mobile phones), VISA or Mastercard. In addition to the aforesaid online payment channels, continuing students of award-bearing programmes, if their programmes offer online service, may also pay their course fees by Online WeChat Pay, Online Alipay and Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.

Notes

  • If the programme/course is starting within five working days, application by post is not recommended to avoid any delays. Applicants are advised to enrol in person at HKU SPACE Enrolement Centres and avoid making cheque payment under this circustance.
  • Fees paid are not refundable except under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment), subject to the School’s discretion. In exceptional cases where a refund is approved, fees paid by cash, EPS, WeChat Pay, Alipay, cheque or PPS (for online payment only) will normally be reimbursed by a cheque, and fees paid by credit card will normally be reimbursed to the payment cardholder's credit card account.
  • In addition to the published fees, there may be additional costs associated with individual programmes. Please refer to the relevant course brochures or direct any enquiries to the relevant programme team for details.
  • Fees and places on courses cannot be transferrable from one applicant to another. Once accepted onto a course, the student may not change to another course without approval from HKU SPACE. A processing fee of HK$120 will be levied on each approved transfer.
  • Receipts will be issued for fees paid but HKU SPACE will not be repsonsible for any loss of receipt sent by mail.
  • For payment certification, please submit a completed form, a sufficiently stamped and self-addressed envelope, and a crossed cheque for HK$30 per copy made payable to "HKU SPACE" to any of our enrolment centres.