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Corporate finance guidelines

Corporate finance guidelines

Business Finance Guide - Welsh edition

The guide explains how to approach a financing decision, the questions to ask and how to treat it as a business process, so that it is not as daunting as it can sometimes seem. It is invaluable for entrepreneurs starting a business, directors running growing businesses and established companies – of all sizes – as well as for business advisers and investors.

Financial Modelling Issue 63 July 2016

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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.

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.

Occupational pension schemes

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This guideline sets out the key issues associated with occupational pension schemes in the UK in the context of corporate transactions such as mergers and acquisitions (M&A), management buy-outs (MBOs) and restructurings. It provides an overview of the UK occupational pensions environment as well as focusing on the areas that are most relevant to corporate transactions in an ongoing situation.

Financial Risk Management - A Corporate finance perspective

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This guideline deals with interest rate and foreign exchange risk management from a corporate finance perspective. These risks tend to be focused on during a ‘transaction event’, whether management buyout (MBO)-type transactions, M&A, or when new assets are acquired.

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