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MBA 交易类选修课套件

并购、私募股权与风险投资选修课：交易分析、增厚与摊薄、协同效应、交易结构、LBO 模型、基金经济学、价值创造、VC 估值法、投资条款清单与投资组合构建。

第 1 步

并购

  1. MBA Mergers and Acquisitions Course Guide Template

    完整

    M&A elective: competencies, 13-session roadmap, deal process, dated IFRS 3, HSR and EU merger facts, Northfield mini-case with teaching note, rubric, exam plan

    Manne 1965; Jensen and Ruback 1983; Roll 1986; Sirower 1997; IFRS 3 and IAS 36

  2. Accretion and Dilution Concept Card Template

    完整

    Full merger EPS model: payment mix, cash on hand, debt, PPA amortisation, synergy phase-in, break-even synergies, EPS-neutral price, leverage, ownership

    IAS 33; IFRS 3; Myers and Majluf 1984; Travlos 1987

  3. Synergy Valuation Concept Card Template

    完整

    Cost, revenue and dis-synergies, costs to achieve, phase-in, probability, terminal value, NPV against premium, walk-away price, required performance improvement

    Sirower 1997; Bradley, Desai and Kim 1988; Houston, James and Ryngaert 2001

  4. M&A Deal Structuring Concept Card Template

    完整

    M&A deal structuring card: cash vs stock, true cost of a stock deal, signalling, collars, earn-outs, deal protections, purchase price allocation and goodwill, dated HSR, EUMR and IFRS 3 facts

    Myers and Majluf 1984; Hansen 1987; Travlos 1987; Rappaport and Sirower 1999; Kohers and Ang 2000; IFRS 3 and ASC 805 (acquisition method)

  5. M&A Integration 100-Day Plan Template (Day 1, TSA, Synergies)

    完整

    Integration plan: thesis, IMO, gantt, gun-jumping rules, Day 1 checklist, TSA exits, finance, people, customers, synergy tracking, 100-day review

    Integration practice; EU Merger Regulation, HSR Act; IFRS 3 and ASC 805 (names only)
第 2 步

私募股权与杠杆收购

  1. MBA Private Equity Course Guide Template

    完整

    PE elective guide: competencies, prerequisites, 13-session roadmap, fund economics, DPI, TVPI, PME, evidence, ILPA, buyout mini-case with teaching note, rubric, self-test

    MBA private equity elective practice; Kaplan and Schoar 2005; Metrick and Yasuda 2010; ILPA Principles 3.0 and 2025 templates

  2. MBA LBO Model Concept Card Template

    完整

    Full LBO model: sources and uses, term loan, notes, revolver, sweep, circularity, interest cap, PIK, credit statistics, sensitivities, maximum price, walk from paper LBO

    LBO modelling practice; Jensen 1986; Kaplan and Stein 1993; Axelson et al. 2009 and 2013; IRS FS-2026-14

  3. Private Equity Fund Economics Concept Card Template

    完整

    Capital calls, fees, European and American waterfalls, catch-up, clawback, TVPI, DPI, RVPI, net IRR, J-curve, KS-PME, direct alpha, ILPA templates

    ILPA Principles 3.0 (2019); ILPA Reporting and Performance Templates (2025); Kaplan and Schoar 2005; Metrick and Yasuda 2010

  4. Private Equity Value Creation Concept Card Template

    完整

    Equity value bridge, revenue, margin, multiple, deleveraging, sequential vs Shapley attribution, value creation plan, KPI driver tree, buy-and-build

    PE value creation practice; Kaplan and Strömberg 2009; Shapley 1953; Gompers, Kaplan and Mukharlyamov 2016

  5. Private Equity Investment Memo Template (LBO, IRR, MOIC)

    完整

    PE deal memo: sources and uses, thesis, market, QoE bridge, value creation plan, valuation, LBO returns and sensitivity, terms, diligence, risks, exit, fund fit

    AIFMD Art. 26-30 (as amended by Directive (EU) 2024/927); EU Merger Regulation 139/2004; FDI screening (Reg 2019/452, Reg 2026/1386); IPEV 2025 (named)
第 3 步

风险投资

  1. MBA Venture Capital Course Guide Template

    完整

    MBA VC elective guide: fund structure, TVPI, DPI, PME, 13-session roadmap, Fund I and Corvane Series A mini-case with teaching note, rubric, self-test

    Venture capital literature (Sahlman 1990; Gompers 1995; Kaplan and Stromberg 2003; Kaplan and Schoar 2005 PME); ILPA Reporting and Performance Templates (2025)

  2. MBA Venture Capital Method Card Template

    完整

    Venture capital method: exit value, target return, retention ratio, max post-money, First Chicago scenarios, fund-returner test

    Venture capital method (Sahlman and Scherlis 1987; Sahlman 1990); venture returns per Cochrane (2005) and Gompers, Gornall, Kaplan and Strebulaev (2020)

  3. MBA Venture Term Sheet Card Template

    完整

    Venture term sheets: preference multiples, participation, seniority, cumulative dividends, ratchet and weighted average anti-dilution, pay-to-play, control

    NVCA model legal documents (revisions Oct 2025 to Jun 2026, checked Oct 2026); venture contracts per Kaplan and Stromberg (2003)

  4. Venture Capital Portfolio Construction Card Template

    完整

    Investable capital, recycling, cheque size, entry and exit ownership, dilution, reserves, pro rata, fund-returner test, power-law simulation, follow-ons

    VC practice; Sahlman 1990; Kaplan and Schoar 2005; Kerr, Nanda and Rhodes-Kropf 2014; Gompers et al. 2020
第 4 步

交易与投资推介

  1. Paper LBO Concept Card and Practice Cases Template

    完整

    Sources and uses, debt paydown schedule, exit, MOIC and IRR, MOIC to IRR table, rule of 72, value bridge, sensitivity, two practice cases with answers

    LBO practice; Jensen 1986; Kaplan and Stromberg 2009; Gompers, Kaplan and Mukharlyamov 2016

  2. Due Diligence Request List Template (M&A Buy-Side)

    完整

    M&A request list: ID and status rules, financial, tax, legal, commercial, ops, HR, IT/cyber, ESG, regulatory requests, data room index, Q&A log, findings

    M&A practice; EU Merger Regulation, HSR Act, UK NSI Act 2021 (by reference)

  3. Quality of Earnings Template (QoE, EBITDA Bridge, NWC Peg)

    完整

    QoE scope and report: adjusted EBITDA bridge, normalisation rules, revenue quality, standalone costs, NWC peg, net debt and debt-like items, cash conversion

    Transaction services practice; IFRS 16 and IFRS 18 (names only)

  4. Investment Committee Memo Template

    完整

    IC decision record: decision requested, thesis, mandate fit and limits, scenario expected return, sizing and liquidity, diligence, ESG, conflicts, minuted vote

    17 CFR 275.204-2 (adviser records); MiFID II Art. 16(6) and Delegated Reg 2017/565 Art. 72-76; AIFMD Art. 14-15 (as amended by Directive (EU) 2024/927)