Managing Credit Ratings during an M&A I
Gurdip Dhami
25 years: Treasury & ratings
Managing a company’s credit rating effectively during an acquisition process is vital to ensuring surprising changes to the credit rating level post-acquisition are minimised. In part I, Gurdip sets out the seven steps to managing a company’s credit rating during an acquisition process, starting with project set-up and ending with the rating agency's decision.
Managing a company’s credit rating effectively during an acquisition process is vital to ensuring surprising changes to the credit rating level post-acquisition are minimised. In part I, Gurdip sets out the seven steps to managing a company’s credit rating during an acquisition process, starting with project set-up and ending with the rating agency's decision.
Managing Credit Ratings during an M&A I
12 mins 17 secs
This video outlines the first three steps to managing a company’s credit rating during an acquisition process. The initial being the project set up, which includes the production of a project plan. Secondly, to obtain a rating estimate using in-house modelling, and lastly, the initial contact with the rating agency where management should acquire certain information as described below.
Key learning objectives:
Identify the first three steps in managing a company’s credit rating during an acquisition process
What are the five sources management can use to help with its rating analysis?
What key information should management get from the rating agency analyst?
Gurdip Dhami
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