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 on 14 Sep 2023: The M&A process and preliminary agreements

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.

Learn more
Session 2 on 21 Sep 2023: Tax planning from the seller’s and buyer’s perspective

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.

Learn more
Session 3 on 28 Sep 2023: Financial, Legal und Tax Due Diligence

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

Learn more
Session 4 on 5 Oct 2023: Company purchase agreement

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.

Learn more
Session 5 on 12 Oct 2023: Business valuation and purchase price

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.

Learn more
Session 6 on 19 Oct 2023: Minority and majority shareholdings

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.

Learn more
Session 7 on 26 Oct 2023: Distressed M&A

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

Learn more
Session 8 on 9 Nov 2023: Management participations

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

Learn more
Session 9 on 16 Nov 2023: Acquisition financing | Antitrust law and investment control

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.

Learn more
Session 10 on 23 Nov 2023: Public M&A

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

Learn more

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

Consent form Google Maps

“Google Maps” is the provider of the map embedded here. During its display, information is also stored on the end devices of the users through technologies such as “cookies” or such information is accessed. This data is partly passed on to “Google” in the USA and processed there. For more information on how this works, the recipients, storage period and data transfer to the USA, please see our data privacy policy.

By selecting “Agree and View”, you consent to data processing by “Google Maps”. This consent is voluntary and can be revoked at any time for the future in the privacy settings. However, in the event that you refuse consent, the requested map cannot be displayed.