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FTMBAM&A2012
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Ana Faba
,
Peter Goodson
2
5/11/12
Coty boosts bid for Avon to $10.7bn
Congratulations You all were the best FTMBA class I have worked with at Haas. I thoroughly enjoyed
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Coty boosts bid for Avon to $10.7bn
Congratulations You all were the best FTMBA class I have worked with at Haas. I thoroughly enjoyed
5/11/12
Gene Boyle
4/18/12
Why Audi bought Ducati
Class may be over, but this is one of the better articles I've read on the Ducati acquisition:
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Why Audi bought Ducati
Class may be over, but this is one of the better articles I've read on the Ducati acquisition:
4/18/12
Abhishek Singhal
4/17/12
Audi is said to be ready to buy Ducati
APRIL 17, 2012, 3:47 PMMERGERS & ACQUISITIONS Audi Is Said to Be Ready to Buy Ducati FRANKFURT–
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Audi is said to be ready to buy Ducati
APRIL 17, 2012, 3:47 PMMERGERS & ACQUISITIONS Audi Is Said to Be Ready to Buy Ducati FRANKFURT–
4/17/12
Panpan Wang
,
Peter Goodson
5
4/16/12
Express Scripts / Medco approved
M&A Class Current Events: More on Coty-Avon and further rationale for our Facebook discussion.
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Express Scripts / Medco approved
M&A Class Current Events: More on Coty-Avon and further rationale for our Facebook discussion.
4/16/12
Robbie Bhathal
,
philip...@gmail.com
2
4/12/12
Calculating costs (common mistake)
Robbie, Thank you very much for the clarification. I apologize for not having done so during the
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Calculating costs (common mistake)
Robbie, Thank you very much for the clarification. I apologize for not having done so during the
4/12/12
Aaron Azelton
,
Mohamed Shommo
2
4/12/12
deal structure
Aaron: My view on this is that TPG needs to buy the whole company. No one can do business with this
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deal structure
Aaron: My view on this is that TPG needs to buy the whole company. No one can do business with this
4/12/12
Serge Stanek
4/10/12
Fwd: Ducati LBO Webinar recording
Class Thank you for the great participation and questions in the webinar this morning. For those who
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Fwd: Ducati LBO Webinar recording
Class Thank you for the great participation and questions in the webinar this morning. For those who
4/10/12
Philip Charm
4/9/12
Announcement
Webinar Tomorrow at 8am
As a reminder, Serge and I will be hosting a Webinar at 8am to discuss the LBO model for the Ducati
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Announcement
Webinar Tomorrow at 8am
As a reminder, Serge and I will be hosting a Webinar at 8am to discuss the LBO model for the Ducati
4/9/12
Panpan Wang
4/9/12
Facebook acquires Instagram for $1B
What does the class think of this valuation? http://www.businessinsider.com/facebook-buys-instagram-
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Facebook acquires Instagram for $1B
What does the class think of this valuation? http://www.businessinsider.com/facebook-buys-instagram-
4/9/12
Gene Boyle
,
Juan Manuel de los Ríos
2
4/8/12
PP&E - Ducati LBO Model
We're subtracting annual depreciation and then adding capex each year. JM Sent from my iPhone. /
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PP&E - Ducati LBO Model
We're subtracting annual depreciation and then adding capex each year. JM Sent from my iPhone. /
4/8/12
Philip Charm
4/8/12
Ducati LBO Webinar Tuesday 8am PT
M&A class As announced in class, Serge and I will host a webinar on the LBO model you have to
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Ducati LBO Webinar Tuesday 8am PT
M&A class As announced in class, Serge and I will host a webinar on the LBO model you have to
4/8/12
Adam Boscoe
4/5/12
M&A deals down 34% in Q1
Some interesting commentary after class this week: http://dealbook.nytimes.com/2012/04/04/graphics-
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M&A deals down 34% in Q1
Some interesting commentary after class this week: http://dealbook.nytimes.com/2012/04/04/graphics-
4/5/12
Abhishek Singhal
4/3/12
M&A Course in Haas Newswire & Haas Facebook Page
Just in case you missed it. “I have been counting my lucky stars that I signed up for Mergers and
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M&A Course in Haas Newswire & Haas Facebook Page
Just in case you missed it. “I have been counting my lucky stars that I signed up for Mergers and
4/3/12
Peter Goodson
4/1/12
M&A CLASS
M&A Class Welcome back from Spring Break! Speaker Tuesday- On Tuesday night we have a guest
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M&A CLASS
M&A Class Welcome back from Spring Break! Speaker Tuesday- On Tuesday night we have a guest
4/1/12
Philip Charm
,
Sam Wiggin
3
3/31/12
Announcement
Speaker on Tuesday
Yes Please excuse my typos On Mar 31, 2012, at 8:57 AM, Sam Wiggin <samw...@gmail.com> wrote:
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Announcement
Speaker on Tuesday
Yes Please excuse my typos On Mar 31, 2012, at 8:57 AM, Sam Wiggin <samw...@gmail.com> wrote:
3/31/12
Philip Charm
3/24/12
Case #4 - Ducati
M&A Class Congratulations on finishing the ORCL/CRM case! Now we are already off to our last case
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Case #4 - Ducati
M&A Class Congratulations on finishing the ORCL/CRM case! Now we are already off to our last case
3/24/12
Gene Boyle
3/20/12
Integration Questions to Ask (and Answer) before Acquisition
The following article poses important questions to ask (and answer) prior to acquisition. Though most
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Integration Questions to Ask (and Answer) before Acquisition
The following article poses important questions to ask (and answer) prior to acquisition. Though most
3/20/12
Jasmine Hellings
,
Peter Goodson
2
3/19/12
Prep for class this week
Here you go.... 1 What are the Wall st analysts view of Apollo 's segment 2 Name Arrow's
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Prep for class this week
Here you go.... 1 What are the Wall st analysts view of Apollo 's segment 2 Name Arrow's
3/19/12
Panpan Wang
,
Peter Goodson
2
3/16/12
Academic Paper on Proxy Fights and Tender Offers
Great read Peter Goodson (831) 747-4883 From: ftmba...@googlegroups.com [mailto:ftmbama2012@
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Academic Paper on Proxy Fights and Tender Offers
Great read Peter Goodson (831) 747-4883 From: ftmba...@googlegroups.com [mailto:ftmbama2012@
3/16/12
Philip Charm
3/16/12
Update from Peter
M&A class Reminder: Salesforce takeover case is due tomorrow at 6pm. A lot of great questions on
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Update from Peter
M&A class Reminder: Salesforce takeover case is due tomorrow at 6pm. A lot of great questions on
3/16/12
Danilo Rodrigues
,
Peter Goodson
2
3/15/12
Audi to acquire Ducati
thanks Peter Goodson (831) 747-4883 From: ftmba...@googlegroups.com [mailto:ftmbama2012@
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Audi to acquire Ducati
thanks Peter Goodson (831) 747-4883 From: ftmba...@googlegroups.com [mailto:ftmbama2012@
3/15/12
Adam Boscoe
,
C. Dambolena
3
3/14/12
Salesforce Debt
Thanks to you both. Good catch. On Wednesday, March 14, 2012 1:45:24 PM UTC-7, C. Dambolena wrote:
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Salesforce Debt
Thanks to you both. Good catch. On Wednesday, March 14, 2012 1:45:24 PM UTC-7, C. Dambolena wrote:
3/14/12
Aaron Azelton
3/13/12
EV/EBITDA multiple for DCF
How are people thinking about estimating the terminal multiple for the Salesforce standalone DCF? The
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EV/EBITDA multiple for DCF
How are people thinking about estimating the terminal multiple for the Salesforce standalone DCF? The
3/13/12
Philip Charm
3/11/12
Update on Fiscal Year End Question for Oracle-Salesforce
FTMBA Class, Great questions and discussions around the case thus far. Very important to identify the
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Update on Fiscal Year End Question for Oracle-Salesforce
FTMBA Class, Great questions and discussions around the case thus far. Very important to identify the
3/11/12
Emma Zhu
, …
Bundit
5
3/10/12
[FTMBAM&A2012] Takeover Case: Questions about Cutoff Date and Tax Rate
Sorry please disregard my question, I accidentally swap the number. On Mar 10, 6:13 pm, Bundit <
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[FTMBAM&A2012] Takeover Case: Questions about Cutoff Date and Tax Rate
Sorry please disregard my question, I accidentally swap the number. On Mar 10, 6:13 pm, Bundit <
3/10/12
Josef Auboeck
, …
Mohamed Shommo
4
3/10/12
Oracle Financial Data (SEC filing vs research report)
Hi Joesf, The Morgan Stanely report was issued on February before Oracle released its 10k. Some of
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Oracle Financial Data (SEC filing vs research report)
Hi Joesf, The Morgan Stanely report was issued on February before Oracle released its 10k. Some of
3/10/12
Adam Boscoe
,
mariana silva
2
3/9/12
Reference Financials(CRM)
I was thinking of using CS because it has 2011 and 2012 actuals. Jefferies' statements only have
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Reference Financials(CRM)
I was thinking of using CS because it has 2011 and 2012 actuals. Jefferies' statements only have
3/9/12
Philip Charm
,
Peter Goodson
2
3/8/12
[FTMBAM&A2012] Case #3 Takeover Tussle Additional Research Report
FTMBA -M&A Class Most of you know about this conference on Friday but I thought I would holler
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[FTMBAM&A2012] Case #3 Takeover Tussle Additional Research Report
FTMBA -M&A Class Most of you know about this conference on Friday but I thought I would holler
3/8/12
Philip Charm
, …
Yosuke Tanaka
4
3/6/12
Fwd: Case #3 Takeover Tussle
Got it, thanks Jesse! From: Jesse Tejeda <jesse_...@mba.berkeley.edu> Reply-To: "
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Fwd: Case #3 Takeover Tussle
Got it, thanks Jesse! From: Jesse Tejeda <jesse_...@mba.berkeley.edu> Reply-To: "
3/6/12
Philip Charm
3/4/12
Schedule Change
FTMBAs, I just wanted to clarify the schedule change that was briefly discussed in class on Wednesday
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Schedule Change
FTMBAs, I just wanted to clarify the schedule change that was briefly discussed in class on Wednesday
3/4/12