M&A Lehrgang

The course provides the basics for the successful execution of M&A transactions. Experts from a wide range of disciplines will offer participants a well-rounded overview of current transaction practice through an interdisciplinary exchange.

It is primarily directed at professionals with up to three years of professional experience from all areas of M&A practice (private equity funds, companies, banks, corporate finance advisors). However, interested parties who already have experience in M&A transactions can also expand their knowledge in individual areas here.


Dr. Frank Thiäner Partner | POELLATH
Jens Hörmann Partner | POELLATH

M&A Lehrgang 2023

from 14 September to 23 November 2023 | every thursday from 17:00 to 20:00

The M&A Lehrgang 2023 will take place from 14 September to 23 November as an on-site event, every thursday from 17:00 to 20:00. You will receive a certificate of attendance according to §15 FAO for the modules you have attended.

+49 (89) 24240-131

Agenda (all lessons in German only)

Session 1: The M&A process and preliminary agreements
14.09.2023 17:00-20:00

The first unit presents the typical procedural and temporal flow of M&A transactions, from the initial contact between the seller and its advisors to the closing of the transaction.

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Session 2: Tax planning from the seller’s and buyer’s perspective
21.09.2023 17:00-20:00

This chapter looks at the acquisition of a company from a tax perspective. Since the tax effects are directly relevant to the purchase price, tax planning is of vital importance from both the seller’s and the buyer’s perspective.

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Session 3: Financial, Legal und Tax Due Diligence
28.09.2023 17:00-20:00

The third session of the course deals with the preparation and execution of due diligence reviews on the buyer and seller side.

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Session 4: Company purchase agreement
05.10.2023 17:00-20:00

The company purchase agreement is the central element of every M&A transaction. It identifies the object of the purchase, determines the purchase price and and distributes the risks between seller and buyer.

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Session 5: Business valuation and purchase price
12.10.2023 17:00-20:00

This part of the course first explains the basics and the various methods of business valuation and subsequently deals with the derivation of the equity value as the basis for the purchase price.

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Session 6: Minority and majority shareholdings
19.10.2023 17:00-20:00

This session explains the special features of the acquisition of majority and minority shareholdings. The central element here is the shareholders’ agreement between the acquirer and its future co-partners.

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Session 7: Distressed M&A
26.10.2023 17:00-20:00

This chapter deals with the specifics of the acquisition of companies in crisis and insolvency.

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Session 8: Management participations
09.11.2023 17:00-20:00

Today, management participation in the economic success of a company is one of the usual tools for increasing the company’s value.

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Session 9: Acquisition financing | Antitrust law and investment control
16.11.2023 17:00-20:00

Financing the purchase price through equity and debt capital is another key element of corporate acquisitions. Subsequently, the antitrust and investment control requirements for M&A transactions are illustrated.

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Session 10: Public M&A
23.11.2023 17:00-20:00

The strategies and legal implementation of the takeover of a listed company are presented in the tenth part of the course.

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Venue & directions

Hofstatt 1
80331 Munich

Parking options:

  • City Parkhaus (Hirmer) | Färbergraben 5 | 80331 Munich
    Opening hours: Mo-Sa 07:00 – 24:00 | closed on Sundays and holidays

  • Marienplatz Großgarage | Rindermarkt 16 | 80331 Munich
    Opening hours: 24/7

  • Pschorr Garage | Altheimer Eck 16 | 80331 Munich
    Opening hours: 24/7

Public transportation

  • Stop “Marienplatz”, accessible by all S-Bahn lines and the U3/U6.
    Approx. 2 minutes walk from “Marienplatz”
Directions via Google Maps

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