| Week | Date |
Chapters to be Read |
Chapters to be Discussed |
Lectures, Discussion, Cases and Other Assignments |
|
1 |
Jan 19 | 1 | 1 | Introduction to class, assignment of teams and introduction
of cases. Lecture: Primary issues in mergers and acquisitions |
|
2 |
Jan 26 | 2,3,4 | 2,3,4 | First round of case selections. Review of the issues raised
by cases, research sources. Lecture: Takeover laws, pooling |
|
3 |
Feb 2 | 5,6,7 | 5,6,7 | Second round of case selections. Discussion of division
of labor, formats for presentations. Lecture: M&A Strategy - why takeovers, buyouts and other M&A activity. |
|
4 |
Feb 9 | 9,10 | 9 | Extensive discussion of valuation (to last three weeks).
Assignments in class and out of class on valuation spreads. Monitoring
and progress reports on case studies. Lecture: Valuation .. how much is that company worth? |
|
5 |
Feb 16 | 21,22 | 9,10 | Same as week 4. Informal progress reports and final preparation for team reports. |
|
6 |
Feb 23 | 11,12,13 | 10 | Concluding discussion of valuation. Final class comparisons of valuation spreadsheet assignments. First team reports (teams 1 and 5), ½ hour each team: Three Current M&A Candidates for Study |
|
7 |
Mar 2 | 14,15,16 | 11,12 | Remaining team reports: Three Current M&A Candidates
for Study. Lecture: Restructuring the company Take-home midterm exam given out tonight .. due back on March 23rd. |
|
8 |
Mar 23 | 17,18,19,20 | 13 | Take-home exam due tonight. Final preparation for detailed team reports. Lecture: Recapitalizations, diversitures, increasing leverage, buybacks. 2nd lecture on recapitalizing startups (not covered in readings) |
|
9 |
Mar 30 | . | 14,15 | Team reports: Team 1 - Historical M&A Team 2 - Current M&A Team 3 - Topics report Lecture: Joint ventures, ESOPS, and MLPs |
|
10 |
Apr 6 | . | 16,17 | Team reports: Team 4 - Historical M&A Team 5 - Current M&A Team 1 - Topics report Lecture: LBOs and international ventures |
|
11 |
Apr 13 | . | 18,19 | Team reports: Team 2 - Historical M&A Team 3 - Current M&A Team 4 - Topics report Lecture: More on LBOs, Dutch Auctions, share repurchase |
|
12 |
Apr 20 | . | 20 | Team reports: Team 5: Historical M&A Team 1: Current M&A Team 2: Topics report |
|
13 |
Apr 27 | . | . | Team reports: Team 3: Historical M&A Team 4: Current M&A Team 5: Topics report Lecture: More on start-up recapitalization and acquisition strategy. |
|
14 |
May 4 | . | . | Team reports (all 5 teams), ½ hour each team: Potential
candidates for M&As.
Final examination given out tonight. Due back no later than Tuesday, May 12th, 5:00 PM. |
|
. |
May 12 | . | . | Final exam due, 5:00 PM |
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