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Description

Financial Engineering: Analysing Equity Transactions and Their Effects

Understand what is really at stake in a capital increase or a share buy-back

  • 2 days — 14 h
  • In-person or virtual
  • Foundation
  • Up to 6 participants

Equity transactions are often decided with only a partial view of their consequences. A capital increase is presented as a simple cash injection, a share buy-back as a signal, a distribution as routine. The effects on dilution and on the position of existing shareholders remain unclear.

These two days lay the foundations of equity financial engineering. Participants break down the main transactions, measure their effects on value and on the ownership structure, and learn to read hybrid and dilutive instruments. Each mechanism is rebuilt through simple numerical cases.

Learning objectives

  • Identify the components of shareholders' equity and their role in financing
  • Break down a capital increase and measure its dilutive effects
  • Analyse a capital reduction
  • a share buy-back or a distribution
  • Read the main hybrid instruments and securities giving access to share capital
  • Assess the impact of a transaction on the financial structure and on shareholders

What makes this programme different

Each transaction is rebuilt through a numerical before-and-after case
Dilution effects are calculated from the minority shareholder's point of view
An equity strengthening project is arbitrated between several possible structures

Programme

1Equity and Financing

Positioning equity within the company's financing mix

  • Components of shareholders' equity and the meaning of each line
  • Trade-offs between equity and debt
  • Leverage effect and the limits of its use
  • Expectations of equity providers
  • Constraints imposed by lenders and shareholder agreements

2Capital Increase

Bringing in funds and what this changes

  • Cash contributions, contributions in kind and capitalisation of reserves
  • Share premium and price setting
  • Pre-emption rights and dilution effect
  • Reserved capital increase and the entry of an investor
  • Consequences for governance

3Reduction, Distribution and Buy-Back

Returning value to shareholders

  • Capital reduction driven by losses or otherwise
  • Share buy-backs and the destination of repurchased shares
  • Distribution policy and trade-offs with investment
  • Effects on ratios and on third-party perception
  • Protection of creditors

4Instruments and Structures

Securities that blur the boundary

  • Convertible bonds and securities giving access to share capital
  • Preference shares and specific rights
  • Shareholder current accounts and quasi-equity
  • Valuation used in the transaction and adjustment clauses
  • Reading a capitalisation table

Who is it for

Finance managers · management controllers · analysts · corporate lawyers · banking and advisory professionals wishing to understand equity transactions.

Prerequisites

Ability to read a balance sheet and an income statement.

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.