A Highly Interactive Training Course On

Loan Structuring, LBOs & Acquisition Finance

Name: Loan Structuring, LBOs & Acquisition Finance Training Course
Rating: 4.7 (1076 reviews)

Practical Skills for Credit Risk, Deal Structuring & Funding

Upcoming Sessions

Classroom sessions

10 - 14 Aug 2026 London $5,950
07 - 11 Sep 2026 London $5,950
18 - 22 Jan 2027 London $5,950
09 - 13 Aug 2027 Amsterdam $5,950
06 - 10 Sep 2027 Rome $5,950

Online sessions

Course Introduction

This Loan Structuring, LBOs & Acquisition Finance training course is designed for finance professionals and businesses looking to improve their understanding of loan structuring, leveraged buyouts, and acquisition financing. Whether you are evaluating credit proposals, arranging financing, or preparing for mergers and acquisitions, this course provides essential insights into how loans are structured to match risk, pricing, and regulatory standards.

Participants will learn how to build robust financial models, analyze credit risk, and design financing solutions that protect both lenders and borrowers. Bankers will benefit from improved risk assessment and better loan structuring, which helps reduce default rates and increase profitability. Meanwhile, corporates and business owners will gain practical skills to negotiate favorable terms and secure funding aligned with their strategic goals.

Understand how to structure loans for different business needs
Learn best practices in credit risk assessment and loan documentation
Explore leveraged buyouts and reverse leveraged buyout strategies
Master acquisition finance options including debt, equity, and mezzanine funding
Gain practical knowledge on project finance, SPVs, and non-recourse finance

Objectives

By the end of this COPEX training course, participants will be able to:

Structure loans that align with risk, pricing, and regulatory requirements
Recommend appropriate leveraged buyout (LBO) and reverse leverage strategies
Evaluate target companies and finance mergers and acquisitions effectively
Assess various financing methods and select the most suitable option
Structure project finance contracts and set up Special Purpose Vehicles (SPVs)
Identify and evaluate the latest financial issues impacting their organization

Training Methodology

This training course uses a practical and interactive approach to ensure participants gain hands-on skills in loan structuring and acquisition finance. Through a combination of real-world case studies, group discussions, and scenario-based exercises, learners will apply concepts to realistic financing situations. The course is designed to develop both technical understanding and practical decision-making skills.

Participants will also work with Excel-based evaluation models to assess credit risk, determine pricing, and analyze cash flow scenarios. The training includes step-by-step walkthroughs of loan documentation, covenants, and project finance structures. By the end of the course, attendees will be confident in applying these tools to real-life lending and investment decisions.

Who Should Attend?

This COPEX training course is ideal for professionals involved in corporate finance, lending, and investment decision-making. It is especially valuable for those who evaluate credit proposals, structure financing deals, or support mergers and acquisition transactions.

The course is suitable for:

Financial decision makers in corporations
Corporate treasurers and finance managers
Bank credit officers and relationship managers
Investment bankers and deal advisors
Financial and management consultants
Bond credit analysts and risk specialists
Fund managers and investment analysts

Course Outline

Day 1: Credit Risk Assessment & Credit Risk Practices

Principles of Lending
The Main Lending Facilities/Products
Evaluating the Business & Industry Risk
Credit Ratings
The Use of Financial Statements to Assess Business Risk
Evaluation Models in Excel

Day 2: Loan Structure

Matching the Purpose, Amount, Repayments & Term
Loan Documentation
Loan Agreements & Covenants
Interest Rates & Fees
Pricing for Risk
Linking Price and Risk to Capital Adequacy & Basle

Day 3: Leveraged Buyout (LBO’s)

Leverage
Collateral/Security for a Leveraged Buyout
The Attributes of Good Bank Security
Hostile Takeovers
Reasons for LBO’s
Reverse Leverage Buyout

Day 4: Acquisition Finance

Mergers & Acquisitions: A distinction
Valuing a Target Company
Financing an Acquisition via Equity and Debt
Mezzanine Finance
Paper Finance (Stock Swap)
The Impact on Shareholders

Day 5: Project Finance

What is Project Finance?
Special Purpose Vehicle (SPV) & Parties to Project Finance Schemes
The Structure of Project Finance Schemes for Infrastructure Projects
Equity & Debt Financing
Recourse & Non-recourse Finance
Bonds; Guarantees and Letters of Credit

Certificate

COPEX Certificate of Attendance will be provided to delegates who attend and complete the course

Material published by Copex shown here is copyrighted. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.

Whats Makes Copex Courses Unique?

COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.

Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.

Related Categories

Finance & Accounting

Frequently Asked Questions

This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.

Yes, and we'd love to make that happen. COPEX specialises in fully customised in-house training, adapting course content to align with your organisation's unique goals, culture, and industry demands. Get in touch with us directly and we'll craft the right solution for your team.

Yes, the choice is yours. The Loan Structuring, LBOs & Acquisition Finance Training Course runs in a traditional classroom setting across various international locations, and it's also available as a live online programme for those who prefer to learn from wherever they are. Pick the format that fits your lifestyle and schedule best.

Not at all. The Loan Structuring, LBOs & Acquisition Finance Training Course doors are open to everyone, regardless of your background or how many years you've been in the industry. That said, having some familiarity with the subject area can help you get even more out of the experience.

Our team is available around the clock — 24 hours a day, 7 days a week — ready to answer any question you have. Whether you need help choosing the right course, completing your registration, or sorting out logistics, we're here for you.

Phone/Whatsapp : +971 50 106 2750
Email: [email protected]
Website: copextraining.com

Expect an engaging, hands-on journey — not a room full of slides and passive listening. COPEX’s delivery blends presentations with group discussions, real-world case studies, practical exercises, and collaborative workshops. The goal is simple: everything you learn, you can use immediately back at work.

You'll be in good hands. COPEX hosts its courses in premium 4-star and 5-star hotels, with professional, fully equipped training spaces designed for focus and comfort. Throughout each day, you'll enjoy refreshment breaks with coffee and snacks, plus a complimentary lunch following every session.

This Loan Structuring, LBOs & Acquisition Finance Training Course welcomes professionals from all walks of corporate life — whether you're a seasoned manager, an emerging team leader, a subject-matter specialist, or simply someone driven to grow in their field. If you're serious about advancing your career and deepening your expertise, this course was built with you in mind.

Absolutely. Every participant who successfully completes the Loan Structuring, LBOs & Acquisition Finance Training Course earns an COPEX Certificate of Completion — a recognised mark of professional achievement. Depending on the specific course, it may also qualify for Training credits, which will be clearly noted in the course details.

We can customize this
training course for you!

At Copex Training, we offer customizable courses designed to fit your specific needs. whether it's refining procurement practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.

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