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Corporate finance guidelines

Financial Modelling Issue 63 July 2016

The purpose of this best-practice guideline is to provide a practical guide to financial modelling in a corporate finance transaction context. That rider is important. The guide is aimed at corporate financiers and modellers who need to prepare, use or review financial models for deals; it is not aimed at financial modellers who need to develop their understanding of corporate finance.

The Business Finance Guide Updated Aug 2015

This is a guide that sets out the main things to consider when raising funds for growth and outlines sources of equity and debt finance available to businesses – ranging from start-ups to SMEs and growing mid-sized companies. The guide also includes several tools and ideas to help businesses consider their options, make decisions and plan how they will finance expansion.

Best-practice guideline - IP in M&A – legal considerations

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This guideline identifies key intellectual property (IP) rights and comments on how such rights should be considered in the context of M&A transaction and contractual protections. It also addresses IP transfer and integration. Authors: Michael Gavey, Mark Curtis and Lydia Torne, Simmons & Simmons.

Environmental and social governance in investment and transaction decisions guideline

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This guideline is aimed at companies seeking investments and their advisers. It seeks to demystify environmental and social governance (ESG), explore its application and benefits, as well as assess the challenges involved. A number of case studies will illustrate the importance of ESG for transactions. Authors: Neal Barker, Scott Beaton, Stephanie Tyrrell and Sean Allen, WSP. November 2014

Acquiring a business

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This guideline addresses some of the key considerations associated with the process of acquiring a private business. Additional constraints apply when the acquisition of a publicly-quoted company is considered. Authors: Jonathan Boyers, Philip Abram and Steven Heath, KPMG

Secondary Buyouts

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This guideline is intended to provide an overview of a secondary buyout transaction and market trends.

Financial Modelling Issue 55 July 2012

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This guideline provides a practical guide to financial modelling in a corporate finance transaction context. That rider is important. The guide is aimed at corporate financiers who need to prepare, use or review financial models, not one aimed at financial modellers who need to develop their understanding of corporate finance.

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