Leaders discussing in break-out groups

Mergers & Acquisitions

Increase your success with planning and executing an M&A deal. Learn analytical tools and frameworks to help better determine when and how an M&A transaction will maximize shareholder value. 

Program Details


22 Contact Hours | 2.2 Continuing Education Units (CEU)

Register by Credit Card Register by Invoice
In Person: Minneapolis, MN

About the Program

Today’s dynamic and hyper-competitive business environment is fueling increased merger and acquisition activity across the business spectrum. Organizations large and small, publicly- and privately held, multinational and regional are all recognizing the opportunity and potential value-add from M&A deals. Consequently, leaders at all types of organizations must be able to strategically evaluate and assess these opportunities. Through case studies, simulations, and discussions with experienced dealmakers, leading Carlson School business faculty, expert guest speakers, and peers, you will learn best practices across all elements of the M&A process, including strategy, fit, valuation, negotiation, deals, diligence, culture, and integration.

Learn how you can customize this program for your organization.


Program Contact
Contact Carol Roecklein


  • CEOs, CFOs, COOs, and executive directors of finance
  • Senior business analysts
  • Leaders of business units or divisions
  • Private equity investors
  • General counsels
  • Private business owners

Key Benefits

  • Explore the critical steps and practical tools to work through the M&A process, from strategy, valuation, and deal execution to cultural considerations and post-merger integration
  • Examine current M&A trends, accounting and legal updates, and valuation techniques
  • Use strategy to drive the M&A focus and identify acquisition targets
  • Realize the success of M&A integration relies heavily on both strategic fit as well as organization and culture considerations
This program was very insightful and provided business-practical tools and templates that can be applied quickly to steer and guide the mergers and acquisitions process in any business.
– Mergers and Acquisitions Program Participant

Faculty Perspective

Jerry Caruso discusses the Mergers and Acquisitions workshop and how it prepares participants to strategically evaluate and assess the potential value-add from M&A opportunities.


Day 1
Mergers & Acquisitions Kick-Off

M&A Strategic Imperative & Alignment
Organizational Culture and Barriers to Successful M&A Execution
Day 2
Modern Valuation Techniques in Practice & Selling a Business

Understanding & Negotiating Legal Issues
M&A Fundamentals and Trends

The M&A Process: How Deals Get Done

Valuation Drivers
Day 3
Why Integration is Important During M&A

The Role of Private Equity
M&A Case Study

Putting It All Together


Jerry Caruso
Clinical Faculty, Finance, Carlson School of Management, University of Minnesota
Larry Bourgerie
Senior Lecturer
Aks Zaheer
Professor, Curtis L. Carlson Chair in Strategic Management
Dru Drake
Carlson Executive Educators Network
Discover the expertise of Dru Drake at Carlson School Executive Education. Explore professional insights, leadership perspectives, and enrich your knowledge in business education.

Register Today!


22 Contact Hours | 2.2 Continuing Education Units (CEU)

Register by Credit Card Register by Invoice

22 Contact Hours | 2.2 Continuing Education Units (CEU)

Register by Credit Card Register by Invoice