Course Detail(BF318 : From Strategy to Capital: Unlocking Growth through PE, IPOs, M&A and ESG)

BF318 : From Strategy to Capital: Unlocking Growth through PE, IPOs, M&A and ESG

7.00 CPE Hours (Others)
Classroom

This one-day programme equips CFOs and finance managers with the knowledge and tools to prepare their companies for accessing growth capital through multiple channels, such as private equity, IPOs, M&A, private credit, and sustainable finance. Participants will learn how to align funding strategies with market trends, investor expectations, and ESG considerations to enhance corporate valuation and growth prospects.

At the end of this course, you will be able to:

  1. Map funding routes for growth, including private equity, IPO, private credit, and sustainable finance instruments;
  2. Prepare investor-ready materials and address key considerations for private fundraising from growth investors;
  3. Develop an IPO readiness plan aligned with Singapore’s capital market initiatives and disclosure requirements;
  4. Evaluate M&A as a growth strategy and select the right financing sources to support acquisitions; and
  5. Integrate ESG and sustainable finance into funding, investments, and operations to enhance corporate value.


 

Programme Outline

Leveraging Market Trends for Funding Pathway and Capital Mix

  • Macro and Sectoral Trends Influencing Capital Flow
  • Understanding the Capital Structure Spectrum
  • Aligning Funding Choices with Strategic Goals
  • Government, Regulatory and Market Enablers


Preparing for Private Funding

  • Fundraising Landscape and Investor Types
  • Key Elements of an Investor-Ready Business
  • Structuring and Negotiating the Deal
  • Data Rooms and Due Diligence Readiness


M&A as a Growth Strategy

  • Strategic Rationale for M&A
  • Target Screening and Valuation
  • Deal Structuring and Financing Options
  • Post-Merger Integration and Risk Management


Embedding ESG and Sustainable Finance in Growth Capital Strategy

  • ESG Expectations from Investors and Regulators
  • ESG-Linked Financing Instruments
  • Building a Sustainable Corporate Narrative
  • Integrating ESG into Investment and Growth Strategy

Training Methodology*

Lecture style with market data, and group exercises.
 
Closing Date for Registration*
1 Week before Programme or Until Full Enrolment.

Intended For

This course is designed for CFOs, Finance Directors, Corporate Development & Strategy Professionals, Finance Managers.

Competency Mapping

Others = 7.00 Hours

Schedule & Fees

Date & Time

02 Jun 2026 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)


SGD pricing -

For Members: $ 406.57
For Non-Members: $ 485.05


Programme Facilitator(s)

Allen Cheong

Venue

60 Cecil Street
ISCA House
Singapore 049709

Testimonial

Funding

No funding Available!

Programme Facilitator(s)


Allen Cheong

Allen Cheong is a seasoned capital markets and corporate finance professional with over 25 years of experience spanning investment banking, equity capital markets, and ESG advisory. He had worked in leading financial institutions including DBS Bank, OCBC and Daiwa Capital Markets and completed deals from diverse sectors ranging from healthcare, real estate, consumer, industrials to technology.

 

Currently, Allen is the Managing Director of Kai Asia Advisors where he provides consultancy to business owners and corporates on growth strategies, corporate finance and sustainability. He is also actively involved in speaking, training and education, having delivered courses and masterclasses in investments, corporate finance, and sustainable finance across universities, CFA Society Singapore, and corporate training platforms.

 

Allen holds multiple professional designations including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Chartered Valuer and Appraiser (CVA) and Accredited Director (MSID-AD) from the Singapore Institute of Directors.

This one-day programme equips CFOs and finance managers with the knowledge and tools to prepare their companies for accessing growth capital through multiple channels, such as private equity, IPOs, M&A, private credit, and sustainable finance. Participants will learn how to align funding strategies with market trends, investor expectations, and ESG considerations to enhance corporate valuation and growth prospects.

At the end of this course, you will be able to:

  1. Map funding routes for growth, including private equity, IPO, private credit, and sustainable finance instruments;
  2. Prepare investor-ready materials and address key considerations for private fundraising from growth investors;
  3. Develop an IPO readiness plan aligned with Singapore’s capital market initiatives and disclosure requirements;
  4. Evaluate M&A as a growth strategy and select the right financing sources to support acquisitions; and
  5. Integrate ESG and sustainable finance into funding, investments, and operations to enhance corporate value.


 

Programme Outline

Leveraging Market Trends for Funding Pathway and Capital Mix

  • Macro and Sectoral Trends Influencing Capital Flow
  • Understanding the Capital Structure Spectrum
  • Aligning Funding Choices with Strategic Goals
  • Government, Regulatory and Market Enablers


Preparing for Private Funding

  • Fundraising Landscape and Investor Types
  • Key Elements of an Investor-Ready Business
  • Structuring and Negotiating the Deal
  • Data Rooms and Due Diligence Readiness


M&A as a Growth Strategy

  • Strategic Rationale for M&A
  • Target Screening and Valuation
  • Deal Structuring and Financing Options
  • Post-Merger Integration and Risk Management


Embedding ESG and Sustainable Finance in Growth Capital Strategy

  • ESG Expectations from Investors and Regulators
  • ESG-Linked Financing Instruments
  • Building a Sustainable Corporate Narrative
  • Integrating ESG into Investment and Growth Strategy

Training Methodology*

Lecture style with market data, and group exercises.
 
Closing Date for Registration*
1 Week before Programme or Until Full Enrolment.

Intended For

This course is designed for CFOs, Finance Directors, Corporate Development & Strategy Professionals, Finance Managers.

Competency Mapping

Others = 7.00 Hours

Programme Facilitator(s)

Allen Cheong

Allen Cheong is a seasoned capital markets and corporate finance professional with over 25 years of experience spanning investment banking, equity capital markets, and ESG advisory. He had worked in leading financial institutions including DBS Bank, OCBC and Daiwa Capital Markets and completed deals from diverse sectors ranging from healthcare, real estate, consumer, industrials to technology.

 

Currently, Allen is the Managing Director of Kai Asia Advisors where he provides consultancy to business owners and corporates on growth strategies, corporate finance and sustainability. He is also actively involved in speaking, training and education, having delivered courses and masterclasses in investments, corporate finance, and sustainable finance across universities, CFA Society Singapore, and corporate training platforms.

 

Allen holds multiple professional designations including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Chartered Valuer and Appraiser (CVA) and Accredited Director (MSID-AD) from the Singapore Institute of Directors.


Upcoming Schedule

Date & Time

02 Jun 2026 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)


SGD pricing -

For Members: $ 406.57
For Non-Members: $ 485.05


Programme Facilitator(s)

Allen Cheong

Venue

60 Cecil Street
ISCA House
Singapore 049709