Managing Credit Ratings during an M&A I

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.

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Managing Credit Ratings during an M&A I

12 mins 17 secs

Overview

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?

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Expert
Gurdip Dhami

Gurdip Dhami

Gurdip has 25 years of experience in the financial services industry. He has had roles in corporate treasury, risk management, debt capital markets, debt advisory, ratings advisory and financial reporting. During this time, Gurdip has worked at Standard Chartered Bank, JPMorgan and RBS. He is currently a Non Executive Director, writer and trainer.

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