Merge Sign

Mergers and 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

In Person: Minneapolis, MN

About This 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.

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
  • 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

Mergers and Acquisitions met all of my expectations. It provided as much knowledge as possible in a short period of time. Well done!

– Director of Finance, Waterous Company

Mergers and Acquisitions: Jerry Caruso

Jerry Caruso, Clinical Faculty, Finance, Carlson School of Management, discusses his Mergers & Acquisitions workshop.

Additional Course Details

Day 1
M&A Strategic Imperative & Alignment
M&A Fundamentals & Trends
The M&A Process: How Deals Get Done
Negotiating M&A Legal Issues
Day 2
Modern Valuation Techniques in Practice & Selling a Business
Why Integration is Important During M&A: The Process
Organization & Culture Considerations
Day 3
Private Equity in M&A
Simulation: Winning is Everything
Strategic Buyer Considerations
M&A Case Study
Top 10 Questions for Buyers
Jerry Caruso
Clinical Faculty, Finance, Carlson School of Management, University of Minnesota
Aks Zaheer
Professor, Curtis L. Carlson Chair
Dru Drake
Carlson Executive Educators Network

Register Today!