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 2-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.
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, continuing through the critical decision-making processes, and ending with cultural integration. You’ll 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 simulation, through which you will apply your knowledge to develop and present a winning M&A strategy.
Bundle & Save
Bundle this course with the Strategic Alliances & Partnerships course and the Valuation for Strategic Decision-Making course to receive preferred pricing and the Certificate of Excellence in Strategic Growth and M&A. Upon completion of the program, you will be awarded a digital badge to display on LinkedIn and a certificate to celebrate your accomplishments.
Learn how you can customize this program for your organization.
Program Contact
- Email: [email protected]
- Phone: 612-625-5412
- Request Course Catalog
Who Should Take This Course & Why
Enhance your ability to drive successful M&A initiatives by identifying acquisition targets that align with your firm’s strategic goals
- Effectively navigate the M&A legal landscape, interpret key terms, and develop effective approaches for collaborating with legal professionals
- 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
Participant Perspective
A program participant explains how the 2-day course enhanced his understanding of the complex M&A process.
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.
Schedule
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.
Session Overview
M&A Process: 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.
- Role of Investment Banks & PE: Gain insight into the strategic roles investment banks and private equity firms play throughout the M&A lifecycle. Explore how these partners identify opportunities, structure transactions, assess value, and influence negotiations. Understand when and how to engage external advisors to strengthen deal outcomes and support your organization’s acquisition strategy.
Session Overview
- 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.
Session Overview
M&A Simulation: 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.
- Post M&A: Discover the critical steps required to successfully integrate organizations after a deal closes. Learn how to align operations, culture, talent, and communication strategies to capture deal value and minimize disruption.
Instructors
Carlson Executive Educators Network