Course Description

There will rarely be enough time or money to investigate every aspect of a potential acquisition. Where to target limited resources is therefore a matter of judgement. These check lists help to focus attention on what is most important.

Director of Training Roger Baden-Powell

Barrister and Stockbroker

Roger Baden-Powell qualified as a barrister and joined Joseph Sebag & Co., London stockbrokers, as a property and insurance analyst. In 1978, he became a partner of the firm and was appointed head of equity research and a Member of the London Stock Exchange. Whilst with the firm, he was seconded for two years as the London Stock Exchange Representative to the Executive of the City Panel on Take-overs and Mergers.

Corporate Adviser and Investment Manager

From 1981-1987, he was a partner of Baden-Powell, Chilcott & Co., a City of London based corporate finance and investment management firm. Corporate finance activities included advice on merges and acquisitions and general financial, commercial and legal advice. The firm also owned minority interests in an insurance broking company and an advertising agency.

Investment Banker

From 1988-95, he was with Bank Mees & Hope NV, a Dutch merchant bank (a subsidiary of ABN-Amro) and, in 1991, was appointed CEO of the bank’s UK corporate finance and investment management subsidiaries and executive chairman of the bank’s UK private client stockbrokers, Shaw & Co..

Corporate Adviser and Trainer

Since 1996, he has been a director of Baden-Powell Associates Limited (BPAL), corporate advisers. In 2002, he distilled his experience of corporate deals into 16 one-day courses which he has now presented over 700 times in and around Europe … sometimes as far away as Moscow, Riyadh and Johannesburg. Approximately 7,500 accountants, lawyers, corporate advisers, bankers and business owners  have attended his one-day courses over 98% of whom have said, in their written testimonials, that his practical and commercial emphasis on examples of real deals was a very effective learning format. In 2017, he videoed his most popular courses which are now available as the "Corporate Advisers’ MasterClass"(130 videos with 33 hours of training).

Course curriculum

    1. 1. Preliminary Considerations

    2. 2. Corporate, Legal and Capital Structure

    3. 3. Material Contracts and Agreements

    4. 4. Financial Data

    5. 5. Accounting Responsibility and Function

    6. 6. Management and Employees

    7. 7. Markets and Competition

    8. 8. Products and Production

    9. 9. Property

    10. 10. Assets (excluding real property)

    11. 11. Information Systems

    12. 12. Intellectual Property

    13. 13. Tax Status

    14. 14. Litigation

    15. 15. Environment, Health and Safety

    16. 16. Regulatory Compliance

    17. 17. Acquisition and Disposal of Joint Venture Agreements

    18. 18. Insurance

    19. 19. Miscellaneous

About this course

  • £49.00
  • 19 lessons
  • 0 hours of video content

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  • £997.00

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