Complex M&A & Restructuring

📘 Module 1: Deal Structuring & Strategic Rationale (1 Hour)

• Types of M&A: asset purchase, share acquisition, slump sale, mergers
• Buy-side vs sell-side dynamics
• Inbound vs outbound deal considerations
• Regulatory drivers and sectoral limits (FEMA, FDI, SEBI, CCI)

📘 Module 2: Due Diligence & Risk Allocation (1 Hour)

• Legal, financial, tax, HR, and ESG due diligence scope
• Data room management and document redaction
• Material contracts, litigation, compliance tracking
• Indemnity structures and deal-breaker identification

📘 Module 3: Key Agreements & Negotiation Tactics (1 Hour 15 Minutes)

• Term sheet, LOI, SPA, SHA, BTA and Transition Services Agreements
• Drag-along, tag-along, non-compete and earn-out provisions
• Warranty & indemnity clauses and limitation of liability
• Negotiation levers: walk-away rights, closing conditions

📘 Module 4: Regulatory Filings, Approvals & Timelines (1 Hour)

• Filings with SEBI, ROC, NCLT, RBI, CCI & stock exchanges
• Foreign investment reporting and FDI-linked compliance
• Merger control and anti-trust strategy (pre-filing consultations)
• Disclosure obligations, materiality and shareholder communications

📘 Module 5: Post-Deal Integration & Restructuring Models (1 Hour)

• Synergy realization planning and Day 1 readiness
• HR, IT, IP and finance integration roadmaps
• Demerger, hive-off, reverse merger and slump sale structuring
• Tax efficiency and restructuring under Companies Act & Income Tax Act

📘 Module 6: Live Case Studies & Red Flag Tracker (45 Minutes)

• Lessons from landmark deals (Tata-Corus, Flipkart-Walmart, L&T-Mindtree)
• Checklist for board briefing and deal team coordination
• Common red flags and integration failures
• Model tracker templates for deal lifecycle control

📈 Master the mechanics — Execute complex M&A and restructuring with precision, foresight, and integrated legal-financial insight.