Mergers & Acquisitions (M&A)

Brand new course for 2012

Summer Series i

Duba

Mergers & Acquisitions (M&A) 2 – 5 July 2012 • Jumeirah Emirates Towers Hotel, Dubai, UAE

Helping you develop, design and implement a successful M&A

4 Key Business Benefits

Who Should Attend?

1. Understand the key drivers of an M&A decision

Senior executives, financial analysts/managers, bankers, strategic planners, financial decisionmakers, corporate accountants, financial management consultants, market regulators and risk and compliance advisory professionals and those executives responsible for governance.

2. Identify all the elements of an M&A strategy and implement it successfully for competitive advantage 3. Know how to modify your corporations M&A strategy 4. Understand how to manage post-merger integration by avoiding common pitfalls

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Mergers & Acquisitions (M&A) 2 – 5 July 2012 • Jumeirah Emirates Towers Hotel, Dubai, UAE SUMMER SERIES Dubai in summer turns from a crowded metropolis to a quiet and serene getaway. Use your time in this luxurious holiday destination to de-stress, visiting world class restaurants and spas which offer huge discounts to visitors during the summer months. Or gain that long awaited family time you always crave by bringing them along to the many fun days being held in the malls. From skiing, feeding sharks and ice skating to an evening of golf, spa treatments and bargain hunting, Dubai offers everything you could possibly want during the summer months.

Course Introduction

Meet Your Expert Course Director Warren F Gillian BSc, BA, MEI has had over thirty years of senior management experience in risk and compliance management. He has been responsible for assisting new and existing businesses in over twenty countries throughout Asia, Middle East and North Africa; develop their unique responses to the changing risk and compliance landscape. In all, over 290 companies within these regions have been assisted by Warren to achieve various degrees of risk and compliance performance enhancement. He has written and published extensively in local and international media on technical and commercial compliance issues; he has presented and chaired many international conferences and has sat on and chaired numerous international advisory groups.

Studies have shown that mergers have failure rates of over 50 percent, and those that do work do not always create value. Mergers & Acquisitions (M&A) are meant to create shareholder value, often they do not.

In recent years, even before the global financial crisis, global acquisitions and mergers have been on the incline. This growth has partly been fueled by a declining US dollar and the availability of bargains in the US market. Organisations now want to acquire technology or are expanding volume, distribution channels or have been on a buying spree. Some have been successful others have failed.

To increase the probability of success for such ventures,

Warren has also presented and taught an extensive range of risk, compliance, AML and governance topics throughout SE Asia, the Middle East and Australia, he has also consulted extensively in these areas.

a solid mergers and acquisitions strategy is essential if you want to avoid destroying shareholders value. An effective M&A strategy will create shareholder value, by establishing a strong competitive advantage.

Warren provides high level support to company boards in the area of governance, compliance and in banking sector Basel II and III and AML compliance. He was the Deputy Director of the Australasian Risk Management Unit (ARMU), which led a consortium of Australian banks in developing an AML best practice guide.

Why This Course?

This intensive four-day course aims to help you understand the elements of a good M&A strategy.

It is designed to allow you to develop, design and implement a successful M&A strategy, which will

He still maintains academic links as a post graduate lecturer in risk and compliance, for Monash University Australia. He is also a founding director of the International Institute for Enterprise Innovation, a Director of Australasian Compliance Risk Management Pty Ltd and Chairman of the Australasian Risk Management Centre (ARMC). In 2005 he was appointed Professor of ManagementRisk & Compliance in the Global Business School at the Wharton Institute of Technology and Science.

+971 4 335 2437

+971 4 335 2438

help you turn the activity into a value creating exercise, not a value destroying one.

It will use case studies, discussion and presentations to illustrate the linkages between the strategic, financial and human aspects of the M&A process. It’s a hands-on course, which will require engagement by the delegates.

register@iirme.com

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Course Timings Registration for this course will be at 07:30 on the first day. The course will commence at 08:00 every day and finish at 14:30. There will be breaks for refreshments at approximately 10:30 and 12:30 and lunch will be served at the end of each day’s session.

Day One

• Cross-border (international) M&A – Foreign investment policy framework in target market

• Reasons for M&A

– Sector restrictions

• Types of takeovers • Market perspective (buyer and seller) – Majority/ strategic partner – Minority/ private equity investor

– Remittance & repatriation issues – Permissible funding models • Due Diligence – Termination rights of major customers

• M&A value creation

– Rights to other investors

• Valuation issues

– Title to properties and assets

– Market based

– IPR protection and tax compliance

– Asset based – Income based

Day Four Day Two

• Defensive tactics • Hostile takeover

• M&A governance issues – Related party transactions – Fiduciary responsibility of board vs. shareholders – Corporate culture challenges to successful M&A – Shareholders rights plan/poison pill

• M&A risk issues – Key employees leave – Productivity drops – Poor communication – Lack of direction/inadequate planning • Poor cultural fit

• M&A processes – Due Diligence – Price determination – Conflicts of Interest – Tax consequences – Risk assessments • Management Buyouts (MBOs)/Leveraged Buyouts (LBOs)

Day Three

Would you like to run this course in-house?

• Securities laws pertaining to takeovers – Companies Act – Competition Act

The in-house training division of IIR Middle East

– Income Tax Act – Mergers, acquisitions and monopoly laws

+971 4 335 2437

+971 4 335 2438

Tel: +971 4 407 2624 • Email: CTS@iirme.com www.iirme.com/cts register@iirme.com

www.iirme.com/mergers

Mergers & Acquisitions (M&A) 2 – 5 July 2012 • Jumeirah Emirates Towers Hotel, Dubai, UAE FIVE WAYS TO REGISTER IIR Holdings Ltd. P.O Box 21743 Dubai, UAE

+971 4 335 2437 +971 4 335 2438 register@iirme.com

www.iirme.com/mergers

DISCOUNTS AVAILABLE FOR 2 OR MORE PEOPLE CALL – +971 4 335 2483 E-MAIL – a.watts@iirme.com Event

WEB BC4447

Course Fee Before 16 April 2012

Course Fee Before 7 May 2012

Final Fee

US$ 3,895

US$ 4,395

US$ 4,695

Mergers & Acquisitions (M&A)

2 – 5 July 2012

WOULD YOU LIKE TO RUN THIS COURSE INͳHOUSE?

Course fees include documentation, luncheon and refreshments. Delegates who attend all sessions will receive a Certificate of Attendance.

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Cancellation If you are unable to attend, a substitute delegate will be welcome in your place. Registrations cancelled more than 7 days before the Event are subject to a $200 administration charge.

Registration fees for registrations cancelled 7 days or less before the Event must be paid in full. Substitutions are welcome at any time.

All registrations are subject to acceptance by IIR which will be confirmed to you in writing.

Due to unforeseen circumstances, the programme may change and IIR reserves the right to alter the venue and/or speakers.

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Avoid Visa Delays - Book Now Delegates requiring visas should contact the hotel they wish to stay at directly, as soon as possible.

Visas for non-GCC nationals may take several weeks to process.

Event Venue: Jumeirah Emirates Towers Hotel, Dubai, UAE Tel: +971 4 330 0000 Accommodation Details We highly recommend you secure your room reservation at the earliest to avoid last minute inconvenience. You can contact the IIR Hospitality Desk for assistance on: Tel: +971 4 407 2693 Fax: +971 4 407 2517 Email: hospitality@iirme.com © Copyright I.I.R. HOLDINGS B.V.

SS/ST FN1717 Mergers and Acquisitions

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No. of employees on your site: 1000+ 500-999 250-499

A confirmation letter and invoice will be sent upon receipt of your registration. Please note that full payment must be received prior to the event. Only those delegates whose fees have been paid in full will be admitted to the event. You can pay by company cheques or bankers draft in Dirhams or US$. Please note that all US$ cheques and drafts should be drawn on a New York bank and an extra amount of US$ 6 per payment should be added to cover bank clearing charges. In any event payment must be received not later than 48 hours before the Event. Entry to the Event may be refused if payment in full is not received.