Mergers & Acquisitions
Program Details
About the Program
Learn How to Excel in M&A. M&A activity is experiencing a resurgence, fueled by the need for companies to innovate, scale, and adapt to changing market conditions. In order to close successful deals and create shareholder value, leaders must take a strategic approach. Attending the 3-day Mergers & Acquisitions program will equip you with the skills needed to effectively navigate the M&A landscape, including establishing a strategic vision that aligns acquisitions with your organization’s broader goals and objectives.
Guided by Carlson faculty and experienced dealmakers, you’ll explore best practices across all aspects of M&A–from valuation and deal structure to due diligence, culture, and integration. Upon conclusion of the program, you will return to work with a comprehensive M&A playbook, including advanced valuation techniques, a detailed due diligence checklist, and practical tools and frameworks for every stage of the M&A process.
Experience
Throughout the M&A program, you’ll delve into the essential components of successful deals, starting with strategic assessment, continuing through the critical decision-making processes, and ending with cultural integration. You’ll explore modern valuation techniques and discuss the importance of planning for integration success. You’ll also discuss critical legal considerations, current market trends, and the intricacies of deal execution from the buyer’s perspective. Interactive sessions and case studies will provide invaluable cross-learning and networking opportunities with peers and industry experts, fostering valuable connections that extend beyond the program. The course culminates with a hands-on case study, through which you will apply your knowledge to develop and present a winning M&A strategy.
Learn how you can customize this program for your organization.
Program Contact
- Email: croeckle@umn.edu
- Phone: 612-625-5412
- REQUEST COURSE CATALOG
Who Should Take This Course & Why
- C-Suite leaders
- Executive directors of finance and strategy
- Senior business analysts
- Leaders of business units or divisions
- Private equity investors
- Private business owners
- Enhance your ability to drive successful M&A initiatives by identifying acquisition targets that align with your firm’s strategic goals
- Increase your ability to make informed decisions by considering the key motivations of buyers and sellers in M&A transactions
- Effectively navigate the M&A legal landscape, interpret key terms, and develop effective approaches for collaborating with legal professionals
- Understand the role of private equity in M&A transactions and utilize strategies for effectively engaging with private equity stakeholders
- Discover current M&A market conditions, trends, and legal updates
- Avoid common risks and pitfalls associated with M&A deals, including communication styles, leadership approaches, and more
- Recognize the importance of organizational culture within M&A and utilize tools to ensure a seamless post-merger integration
Schedule
Session Overview
- M&A Strategic Imperative & Alignment: Explore how M&A aligns with a firm’s strategic goals and drives sustainable performance. Discuss the rationale and the decision-making factors behind complex transactions.
- Organizational Culture & Barriers to Successful M&A Execution: Discover how culture impacts M&A and its role in due diligence. Identify cultural risks and strategies for successful post-merger integration.
Session Overview
- Modern Valuation Techniques in Practice & Selling a Business: Apply effective valuation techniques to real-world deals. Calculate the ROI of M&A transactions and participate in a live sensitivity valuation analysis.
- Understanding & Negotiating Legal Issues: Learn how to navigate the legal side of M&A by reviewing and interpreting key terms in letters of intent and purchase agreements. Develop approaches for effective collaboration with legal professionals, including critical questions to ask your legal team.
- M&A Fundamentals & Trends: Discuss current M&A trends and insights, identify key players in the market, and understand the motivations behind buyer and seller decisions.
- The M&A Process: How Deals Get Done: Delve into the structure and execution of M&A deals through the lens of the buyer’s due diligence process. Learn how to avoid common pitfalls and uncover the critical questions to ask to ensure smoother transactions.
- Valuation Drivers: Participate in an interactive case study discussion exploring the key factors and strategic decisions that lead to effective valuations.
Session Overview
- Strategic Buyer Considerations: Explore the essential factors buyers should prioritize to maximize deal success. Learn more about the core components of an effective strategy as well as how to make informed decisions throughout the acquisition process.
- The Role of Private Equity in M&A: Uncover the critical role of private equity in M&A transactions and learn how to effectively leverage it to your advantage. Discover strategies for engaging with private equity players when acquiring a company.
- M&A Case Study: Engage in a hands-on case study to learn company valuation techniques and the strategies buyers use to close deals. Collaborate with your breakout group to formulate and present a bid on the case study deal, applying the insights learned throughout the program.
- Putting It All Together: Participate in discussions and reflection to solidify your key takeaways. Recap how strategy, valuation, and integration work together to drive successful M&A deals.
Session Overview
- M&A Strategic Imperative & Alignment: Explore how M&A aligns with a firm’s strategic goals and drives sustainable performance. Discuss the rationale and the decision-making factors behind complex transactions.
- Organizational Culture & Barriers to Successful M&A Execution: Discover how culture impacts M&A and its role in due diligence. Identify cultural risks and strategies for successful post-merger integration.
Session Overview
- Modern Valuation Techniques in Practice & Selling a Business: Apply effective valuation techniques to real-world deals. Calculate the ROI of M&A transactions and participate in a live sensitivity valuation analysis.
- Understanding & Negotiating Legal Issues: Learn how to navigate the legal side of M&A by reviewing and interpreting key terms in letters of intent and purchase agreements. Develop approaches for effective collaboration with legal professionals, including critical questions to ask your legal team.
- M&A Fundamentals & Trends: Discuss current M&A trends and insights, identify key players in the market, and understand the motivations behind buyer and seller decisions.
- The M&A Process: How Deals Get Done: Delve into the structure and execution of M&A deals through the lens of the buyer’s due diligence process. Learn how to avoid common pitfalls and uncover the critical questions to ask to ensure smoother transactions.
- Valuation Drivers: Participate in an interactive case study discussion exploring the key factors and strategic decisions that lead to effective valuations.
Session Overview
- Strategic Buyer Considerations: Explore the essential factors buyers should prioritize to maximize deal success. Learn more about the core components of an effective strategy as well as how to make informed decisions throughout the acquisition process.
- The Role of Private Equity in M&A: Uncover the critical role of private equity in M&A transactions and learn how to effectively leverage it to your advantage. Discover strategies for engaging with private equity players when acquiring a company.
- M&A Case Study: Engage in a hands-on case study to learn company valuation techniques and the strategies buyers use to close deals. Collaborate with your breakout group to formulate and present a bid on the case study deal, applying the insights learned throughout the program.
- Putting It All Together: Participate in discussions and reflection to solidify your key takeaways. Recap how strategy, valuation, and integration work together to drive successful M&A deals.
Faculty
