- 香港大學專業進修學院: Investment Management課程
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Accounting & FinanceInvestment Management

Strategic Issues of Merger and Acquisition

Course Code
FINA9311
Application Code
1840-1456NW
Study mode
Part-time
Start Date
To be advised
Duration
5 weeks
Language
English
Course Fee
HK$6350
How to Apply
Deadline on 13 Aug 2020 (Thu)
Enquiries
2867 8476
2861 0278
Strategic Issues of Merger and Acquisition online class confirmed to be commenced on 15 August 2020 (Sat). Don't miss the chance and welcome for new enrollment!

This module is designed to enable participants on understanding the major strategic issues involved in M&A process. The module will focus on business oriented considerations in any M&A activities.  At the end of the module, the participants are expected to have developed a sense of appreciation of the significant issues affecting the success and failure of M&A.

The College of Business and Finance currently offers Investment Banking and Merger & Acquisition workshop series. Investment Banking and Merger & Acquisition workshop series provides an overview of the various aspects of the investment banking business & merger and acquisition transactions. The series is particularly relevant to professionals who are engaged in corporate development, corporate finance, strategic planning, finance, business development functions within a commercial firm, and legal advisory.

This workshop series is designed for those who aspire to develop a career in investment banking, merchant banking, management consultancy,  and/or those who wish to enrich their understanding of the aforesaid industries. Students can choose to enrol in indiviual workshop listed below.

Investment Banking and Merger & Acquisition Workshop Series:
- Fundamentals of Investment Banking
- IPO, Private Equity & Hedge Funds    
- Business Valuation & Financing    
- Strategic Issues of Merger and Acquisition    
- Due Diligence, Tax and Accounting Issues in M&A

Students are required to meet the 70% attendance requirement and achieve 50% or above in the overall assessment. Students' performance in workshop shall be assessed both by continuous course work assignments (30%) and a final project (70%).

A Statement of Attendance will be issued to students who have achieved 70% of class attendance.
A Statement of Achievement will be issued to students who have achieved 70% of class attendance and achieved a passing grade in the overall assessment.
Statement of Attendance/ Achievement available witin 3 months after completion of the course.

Application Code 1840-1456NW -

Days / Time
  • Saturday, 2:00pm - 8:00pm.
Duration
  • 30 hours per module
Venue

Strategic Issues of Merger and Acquisition (Course Content)

This course is designed to provide students with an overview of the various aspects of the merger and acquisition (M&A) process. Topic include M&A strategic, M&A transaction process, deal structuring, post-merger integration, and cross-border M&A.

Lecturer: Dr. Nichols Pang

Dr. Nichols Pang is the deputy CEO and Executive Director of a financial services group which , among other credentials, holds SFC type 1, 4 and 9 regulated-activity licenses – and a trustee license – issued under HK Law Cap 29. Dr Pang is an investment veteran with decades of experience built upon his services in buy-side, sell-side, and publicly-listed entities. Initially working as an investment analyst in major investment banks, followed by senior management roles in various financial institutions, he currently manages teams of investment professionals covering a wide spectrum of financial services for blue-chip clients. Along with a doctoral graduate in business, Dr Pang is also a member of the Chartered Institute of Arbitrators and an HKMAAL-accredited general mediator and a STEP affiliate. Dr Pang enjoys reading and has written three books on investments to share his vast knowledge with his readers.

On successful completion of this module, students should be able to:

  1. identify the motives underlying a takeover/merger deal;
  2. explain the reasons why a company repurchases its own shares;
  3. examine causes and consequences of takeovers;
  4. debate the role of the Corporate Raider;
  5. examine causes and consequences of Management Buyouts;
  6. appreciate issues of Executive Compensation and Corporate Ownership;
  7. understand Corporate Governance.

Strategic Issues of Merger and Acquisition

Date

Time

15-Aug-20

(Sat)

10:00-13:00,14:00-17:00

22-Aug-20

(Sat)

10:00-13:00,14:00-17:00

29-Aug-20

(Sat)

10:00-13:00,14:00-17:00

5-Sep-20

(Sat)

10:00-13:00,14:00-17:00

12-Sep-20

(Sat)

10:00-13:00,14:00-17:00

Remarks: Tentative timetable is subject to change and course commencement is subject to sufficient enrollment numbers.

Applicants should:

  • hold a bachelor’s degree in the relevant discipline(s) awarded by a recognized university; or
  • hold relevant and recognized professional qualifications in related business area; and have at least three years of work experience in the relevant industry. Or
  • hold an Associate Degree/Higher Diploma or equivalent with at least 6 years of senior level work experience in the relevant industry is required.

Applicants with other qualifications and substantial senior level work experience will be considered on individual merits.

Executives working in other relevant industries are most welcome to apply.

Course Fee
  • Course Fee : HK$6350

Application Form Download Application Form

Enrolment Method

Application Procedure

Applicant should submit the following:

1. Application form

2. Course fee HK$6350

3. Copy of academic/ professional qualification 

4. HKID copy

Payment Method
1. Cash or EPS

Cash or EPS are accepted at any HKU SPACE Enrolment Centres.

2. Cheque or bank draft

Course fees can also be paid by crossed cheque or bank draft made payable to “HKU SPACE”. Please write the programme title(s)  and the applicant’s name on the back of the cheque. You may either:

  • in person by submitting the payment, completed form(s), and required supporting documents to any of our enrolment centres; or
  • by mailing the above documents to any of our enrolment centres, specifying “Course Application” on the envelope. 
3. VISA/MasterCard

Course applicants, who are holders of HKU SPACE Mastercard, can enjoy a 10-month interest-free instalment period for courses of HK$2,000 and over. For enquiries, please contact our enrolment centres.

4. Online payment

Online payment for short courses (first come, first served) and selected award-bearing programmes is available using PPS, VISA or Mastercard. Please refer to the Online Services page on the School website.

Notes

  1. For general and short courses, applicants may be required to pay the course fee in cash or by EPS, Visa or Mastercard if the course is to start shortly.
  2. Fees paid are not refundable except under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment), subject to the School’s discretion. In exceptional cases where a refund is approved, fees paid by cash, EPS, cheque or online PPS will be reimbursed by a cheque; fees paid by credit card will be reimbursed to credit card account used for payment.
  3. In addition to the published fees, there may be additional costs associated with individual programmes. Please refer to the relevant course brochures or direct any enquiries to the relevant programme teams for details.
  4. Fees and places on courses are not transferrable. Once accepted onto a course, the student may not change to another course without approval from HKU SPACE. A processing fee of HK$120 will be levied on each approved transfer.
  5. HKU SPACE will not be responsible for any loss of payment, receipt, or personal information sent by mail.
  6. For additional copies of receipts, please submit a completed form, a sufficiently stamped and self-addressed envelope, and a crossed cheque for HK$30 per copy made payable to ‘HKU SPACE’ to any of our enrolment centres. Such copies will normally be issued at the end of a course.