The training course bridges the legal and financial perspectives so that lawyers can work more effectively with numbers, communicate better with financial advisors, investors, and clients, and engage more actively in transaction discussions – not only as legal experts but also as equal partners in a multidisciplinary team.

The course is based on practical examples from M&A practice and focuses on understanding the economic substance of a transaction, not on detailed financial modeling.

Training Topics

• Basics of financial statements – balance sheet, income statement, and cash flow—their interconnections and practical significance in M&A
• Valuation – explanation of the main valuation approaches and their application in a transactional context
• Purchase price and its mechanisms – working capital, net debt, and their impact on the final price
• Application to a practical example – linking financial concepts with legal documentation in an M&A transaction

Who is the training intended for

The training is intended for lawyers who are already involved in M&A transactions and wish to expand their financial understanding. It is particularly suitable for:

• attorneys and associates working in the areas of M&A, corporate law, and transactions
• in-house counsel involved in acquisition or divestiture processes
• lawyers working with investors, financial advisors, or private equity funds

The training is not intended for complete beginners—it assumes a basic knowledge of M&A documentation and the transactional environment, but not in-depth financial education.

Upon completion of the training, participants will be able to:

• better read and interpret basic financial statements in the context of M&A transactions
• understand the economic logic behind company valuation and the main valuation approaches
• understand purchase price mechanisms, particularly adjustments for working capital and net debt, and their practical impact on the transaction
• identify the financial implications of key legal provisions in transaction documentation
• communicate more effectively with financial advisors, investors, and clients using a common “financial language”
• engage more actively and confidently in discussions about the structure and economics of M&A transactions