Loan Structuring, LBOs & Acquisition Finance

The Loan Structuring, LBOs & Acquisition Finance Training Course offered by HighPoint Center provides a comprehensive, practical, and academically grounded understanding of how organizations secure, structure, and manage complex financing arrangements. In an environment where growth strategies increasingly rely on sophisticated funding solutions—ranging from traditional bank lending to leveraged buyouts (LBOs), acquisitions, and project finance—professionals must possess strong analytical and structuring capabilities.

This course equips both corporate borrowers and financial-sector professionals with the tools required to evaluate financing needs, structure loans appropriately, and assess acquisition and buyout opportunities with confidence and precision. Participants develop a clear understanding of how loan structures must align with business purpose, cash flow capacity, and risk profile to ensure sustainability for both lenders and borrowers.

The training explores modern credit risk assessment methodologies, enabling participants to evaluate industry dynamics, financial performance, and borrower creditworthiness. By understanding how pricing, terms, covenants, and Basel capital requirements interact, banking professionals can mitigate credit risk and reduce non-performing exposures, while corporate professionals can secure financing that supports strategic objectives without excessive risk.

Throughout the course, participants examine the mechanics of leveraged buyouts, acquisition finance, and project finance structures, including equity and debt combinations, mezzanine financing, shareholder implications, and the role of special purpose vehicles (SPVs). Through applied case studies and practical exercises, participants enhance their ability to analyse complex financing structures, recommend appropriate solutions, and support long-term financial stability and value creation.

This training course is designed for professionals involved in financial decision-making, credit evaluation, and corporate financing. It is equally relevant for those working in financial institutions and corporate environments who engage with funding requests, acquisitions, or large-scale investments.

The course is particularly beneficial for:

• Corporate financial decision-makers
• Bank credit and relationship officers
• Compliance and risk officers
• Investment bankers
• Management and strategy consultants
• Bond and credit analysts
• Fund managers
• Corporate treasurers

Day One: Credit Risk Assessment & Lending Practices

• Principles of Lending
• Main Lending Facilities and Products
• Evaluating Business and Industry Risk
• Credit Rating Concepts
• Using Financial Statements to Assess Business Risk
• Credit Evaluation Models (Excel-Based)

Day Two: Loan Structuring

• Matching Loan Purpose, Amount, Repayment, and Tenor
• Loan Documentation and Legal Considerations
• Loan Agreements and Financial Covenants
• Interest Rates, Fees, and Loan Pricing
• Pricing for Risk
• Linking Price and Risk to Capital Adequacy and Basel Requirements

Day Three: Leveraged Buyouts (LBOs)

• Understanding Financial Leverage
• Collateral and Security in LBO Transactions
• Attributes of Strong Bank Security
• Hostile Takeovers
• Strategic Rationale for LBOs
• Reverse Leveraged Buyouts

Day Four: Acquisition Finance

• Mergers vs. Acquisitions: Key Distinctions
• Valuation of Target Companies
• Financing Acquisitions through Equity and Debt
• Mezzanine Finance Structures
• Paper Finance and Stock Swaps
• Impact of Acquisitions on Shareholders

Day Five: Project Finance

• Fundamentals of Project Finance
• Special Purpose Vehicles (SPVs) and Key Stakeholders
• Structuring Project Finance for Infrastructure Projects
• Equity and Debt Financing Structures
• Recourse and Non-Recourse Financing
• Bonds, Guarantees, and Letters of Credit