Fundraising and M&A

Overview

In every company’s lifecycle, fundraising, acquisitions, and shareholder liquidity events are key milestones that can significantly impact overall success. Fundraising provides the capital needed to accelerate growth, acquisitions bring new technologies, products, and synergies, while shareholder transactions offer liquidity and exit opportunities for investors. This module covers various deal structures and transaction types, from venture capital and private equity to high street bank lenders and stock market flotations. Whether your company is raising funds, making acquisitions, or preparing for an exit, the finance leader plays a critical role in managing the process from inception to completion. You’ll explore the CFO’s role in identifying opportunities, performing business valuations, managing fundraising and acquisitions, and preparing for exit events. We also provide insights into each transaction type, discuss key CFO responsibilities, and share top tips from the GrowCFO community to help you execute these processes successfully.

Learning Objectives:

After completion of this course, participants will be able to:

  • Identify and Evaluate opportunities
  • Perform business valuations
  • Participate in a fundraise
  • Make an acquisition
  • Plan a company exit

Lessons:

Lesson 1: Fundraising and M&A - Overview

This section offers a brief overview of the fundraising and M&A process, highlighting the CFO’s critical role in executing these high-impact, business-defining transactions.

Lesson 2: Identify and evaluate opportunities

This explores how finance leaders can assess potential deals and prepare effectively for fundraising and M&A activity.

Lesson 3: Performing business valuations

Learn why using multiple valuation methods—each with its own strengths—is key to arriving at a realistic, negotiable range. 

Lesson 4: Fundraising

Covers the full fundraising lifecycle, key capital types, and how to secure the best possible deal for your company.

Lesson 5: Making Acquisitions

Explores how finance leaders lead due diligence, structure deals, and ensure successful outcomes from M&A activity.

Lesson 6: Company Exit

Explores how to prepare for and execute a smooth exit process, covering deal structures, private equity vs. trade sales, and tips for negotiating the best outcome.

Additional Information

CPD Hours: 3.8

Field of Study: Finance

No prerequisite knowledge is required to be successful in this course.

No advance preparation is required.

Program Level: Basic

Delivery Method: QAS Self Study

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